Find a Mediator

Find a Mediator

MCFM Professional Development Workshop

 Registration is closed for this event
 
 
 
MCFM
Professional Development Workshop

Wednesday, April 10, 2019
2 p.m. - 4 p.m.
Wellesley Free Library
530 Washington Street
Wellesley, MA 02482

  Maximum Attendance:  60

CANCELLATIONS:  If you discover after you register that you will not be able to attend, please let us know ASAP by emailing admin@MCFM.org. We'll offer your seat to someone on our waiting list. Thanks in advance for your thoughtfulness!

FILMING:  MCFM plans to record this workshop. You must agree to certain terms in order to register. See registration form for details.
 


 

WORKSHOP TOPIC:  "Financial Challenges in Mediating a Grey Divorce (Age 60+)

PRESENTER:  Renee W. Senes, CDFA

WHAT YOU'LL LEARN:

Among those ages 65 and older, the divorce rate has roughly tripled since 1990. When there are no longer enough working years left to make up the loss, the breaking up of these marriages can have a profound impact on future financial stability.

Today’s seminar will help you to look at the financial challenges in mediating a grey divorce:

  • Providing sufficient cash flow for the lower or non-wage earner
  • Understanding social security and claiming strategies 
  • Obtaining a mortgage or home equity line when no longer working
  • Using a reverse mortgage for cash flow or to “buy out” a spouse 
  • Alternatives to life insurance for the uninsurable
  • Tax traps in required minimum distributions – RMD(on'ts)

Divorce is difficult no matter how long you've been married or how old you are. But if your clients are divorcing after the age of 60, or a marriage of 30 years or more, the finances become a lot more complex.

ABOUT THE PRESENTER:

Renee W. Senes, CDFA is financial advisor and partner with Senes & Chwalek Financial Advisors in Concord. As a Certified Divorce Financial Analyst (CDFA), she specializes in working with clients and their attorneys or mediators through all phases of the divorce process to help them gather and compile financial information, compare and contrast scenarios of possible settlements, and analyze tax implications. Having gone through a divorce herself, Renee’s desire is to help her clients understand and manage the financial issues so they can look forward to a stable future and comfort and competence in dealing with money.

Renee is trained in mediation and is also collaboratively trained. She serves on the Board of The Divorce Center. She is the co-author of Money & Divorce: Costly Mistakes You Don’t Want to Make.
 



*** FOR MEMBERS ONLY ***

MCFM Member Meet-Up

PLEASE NOTE: “Member Meet-Up" sessions are open to MCFM members only. Nonmembers are welcome to attend the workshop, but they may not register for the Meet-Up sessions.

“Member Meet-Up” is a casual get-together for conversation and connection before each Professional Development Workshop. There’s no set agenda . . . just an informal opportunity to ask questions and share ideas while getting better acquainted with your colleagues. New to MCFM? We’d love to meet you! Not so new to MCFM? Catch up and contribute your thoughts to the conversation.

The session will run from 1:00 p.m. to 1:45 p.m. If you would like to participate, please sign up using the "Register Now" link.
 


 

COST: The workshop and Member Meet-Up are free!
 
RSVPs REQUESTED for Workshop and Member Meet-Up (available to MCFM members only):

Click "REGISTER NOW" link on this page.
 
QUESTIONS? Email admin@MCFM.org

 

Guests and prospective MCFM members
are always welcome at our workshops!

 

 

 

 

   

When
April 10, 2019 2:00 PM   through   4:00 PM
Location
530 Washington Street
Wellesley Free Library
Wellesley, MA 02482
United States

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