Peel Halton Collaborative | The Financial Professional within the Framework of Separation and the Role of the Financial Neutral

Jane Tremblay and Alison Anderson are certified financial professionals with practices dedicated to working with clients going through separation and divorce. Their combined experience of almost 20 years in this role has had them working with well over 400 families in a Collaborative Process as well as many more in Mediation and Traditional Processes. This two-day workshop will be highly experimental, interactive, involving demos, exercises and role plays,

This two-day workshop will be highly experimental, interactive, involving demos, exercises and role plays, and will cover:

Day 1 – Knowledge/Attitude and Scope of Role

Evolution of the Role – From Limited Vision to Full Team Member and the Power of the Neutral
Scope of role
Value added support
When Do You Need a Financial Professional?
Professional Framework
Our “Shift” – What do we want to keep? What do we let go of? What do we want to do differently?
Active Listening
Neutrality
Practice Protocols
CRA and Separation
Working with legal professionals
Other practice consideration

Day 2 – Skills Training

Tools of the trade
Case Study: Preparing Financial Statements, Property Settlement Discussions, Calculation of Support
Income: Determination – What is income for Family Law Purposes?, Other considerations

Please complete and return the attached registration form and payment to confirm your space.

Note: Materials and protocols will be provided.

The Financial Professional within the Framework of Separation and the Role of the Financial Neutral

This Workshop is open to All CPT Members and Non-Members

Date & Time

Location

Speakers

Cost

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