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Contenu fourni par Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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Episode 25: SPECIAL Candid Conversation with a Divorced Client and Jacki Roessler, CDFA

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Manage episode 363053769 series 3390560
Contenu fourni par Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Season One Finale! Special Episode

A Candid Conversation with a Divorced Client and Jacki Roessler, CDFA

In this Season One ending special episode, Jacki has a candid and personal conversation with her former client, “Diane", a data analyst who was blind-sighted when her husband left and filed for divorce. Now eight months post-divorce, she reflects on her struggles and successes during her divorce. This episode has important survival tips and will leave listeners with a hopeful message about finding confidence, joy and healing after the trauma of divorce.

We will discuss:

  • Coping with the emotional and social loss of divorce
  • Gathering the right team of professionals and support resources for your situation
  • Why you need a financial advisor that specializes in divorce

Resources:

· Learn more about DivorceCare’s Online and In-Person Support Groups found across the country HERE

· Local Resources for Women in Michigan can be found at https://www.womenscentersemi.org/

· CLICK HERE to schedule an initial (no-charge) consult with Jacki to find out how working with a CDFA® would help you!

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

  continue reading

42 episodes

Artwork
iconPartager
 
Manage episode 363053769 series 3390560
Contenu fourni par Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Season One Finale! Special Episode

A Candid Conversation with a Divorced Client and Jacki Roessler, CDFA

In this Season One ending special episode, Jacki has a candid and personal conversation with her former client, “Diane", a data analyst who was blind-sighted when her husband left and filed for divorce. Now eight months post-divorce, she reflects on her struggles and successes during her divorce. This episode has important survival tips and will leave listeners with a hopeful message about finding confidence, joy and healing after the trauma of divorce.

We will discuss:

  • Coping with the emotional and social loss of divorce
  • Gathering the right team of professionals and support resources for your situation
  • Why you need a financial advisor that specializes in divorce

Resources:

· Learn more about DivorceCare’s Online and In-Person Support Groups found across the country HERE

· Local Resources for Women in Michigan can be found at https://www.womenscentersemi.org/

· CLICK HERE to schedule an initial (no-charge) consult with Jacki to find out how working with a CDFA® would help you!

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

  continue reading

42 episodes

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