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ADFP Greater Boston April 2014 Meeting

ADFP

Thursday, April 3, 2014 from 12:00 PM to 2:00 PM (EDT)

ADFP Greater Boston April 2014 Meeting

Registration Information

Type Remaining End Quantity
ADFP Members 1 Registration Ended Free  
Guest 5 Registrations Ended Free  

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Event Details

Please join us on Thursday April 3  at noon for our monthly ADFP meeting. Leigh Bivings, Ph.D., CFP®, CDFA™ will walk us through a complex real life case. The facts of the case combine many situations we find on a regular basis.

The divorcing husband owns a small business and the spouse is currently on the job market.

In addition to the business, assets include two actively-managed real estate properties and financial investments. Liabilities include four mortgages, student debt and credit cards. They have one child and he has another from a prior marriage.

Leigh will walk us through the case and discuss how we would handle the various issues, including the equitable division of assets, business valuation, alimony and child support

Please join us for an interesting discussion of this real life case.

Leigh is the founder of Artemis Financial Advisors and serves as the firm’s Chief Executive Officer.

Prior to founding Artemis, Leigh was a managing director at Stax, Inc., a private-equity focused investment research firm, and a partner at the Monitor Group, a global strategy advisory firm. Her international experience spans Latin America where she was a Peace Corps volunteer and conducted her doctoral work. She has also worked in Canada, Latin America, and Europe and has traveled widely internationally.

Leigh has a Ph.D in applied economics from Stanford University, an M.A. in International Trade and Finance from the University of Sussex and an A.B. in International Relations from Pomona College. Leigh has received a variety of awards, most notably the AAEA National Prize for Most Outstanding Doctoral Dissertation, in 1993.

Leigh is also a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA™) and has completed specialized training in the financial issues of divorce.

We will be applying for CE credit for this program.

 

Have questions about ADFP Greater Boston April 2014 Meeting? Contact ADFP

When & Where


Wakefield MA
301 Edgewater Dr
#200
Wakefield, MA 01880

Thursday, April 3, 2014 from 12:00 PM to 2:00 PM (EDT)


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