Webinar – Divorce Resource: You Have Questions, We Have Answers

By Private Vista on July 13, 2021

On June 30, Project Venus Co-Founders Mary Beth McClean, CFP®, MBA and Nicole Romito, CFP®, CDFA™ hosted a webinar where they discussed divorce and owning a business with two guest panelists.

During this webinar, attendees had access to a panel of professionals who were available to answer their questions around the legal, financial, and emotional issues related to divorce. Regardless of the stage of divorce that our attendees are in, we have found that the more they know, the more empowered they may feel. This can allow those who are contemplating or experiencing divorce to move forward with confidence and clarity for all of the decisions that will need to be made.

June’s featured topic was owning a business and divorce. There is an additional layer of complexity when a privately owned business is one of the marital assets. Common questions are: How is it valued? How is cash flow calculated for maintenance & child support? How are personal expenses paid through the business addressed? These questions and more are addressed on our Playback of Divorce Resource: You Have Questions, We Have Answers.

MARY BETH MCLEAN, MBA, CFP® – Mary Beth is a Lead Advisor and Partner at Private Vista LLC, a financial planning and investment management firm with offices in Chicago and Oak Brook. Having Spent her entire career in the financial services industry, Mary Beth is a dedicated and trusted advisor to her clients. She has a particular focus on women in transition, such as those in the process of divorce or who have been recently widowed. With Financial knowledge and guidance, she empowers all her clients so that they can conceive their future, relieve their fears, and achieve their dreams.

NICOLE ROMITO, CFP®, CDFA™ – Nicole is a Lead Advisor and Partner at Private Vista LLC. She started her career in financial services in 1992. She has always focused on educating and empowering people to tune out the noise so that they can make confident decisions in the context of their specific situations. She especially enjoys working with women in transition whether it is due to divorce, death of a spouse, or retiring from a high-level executive role. Nicole is their sounding board and trusted partner as they navigate the many decisions around managing their wealth for themselves and their loved ones.

Private Vista, LLC is registered with HighTower Advisors, LLC, an SEC registered investment adviser and/or Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through HighTower Advisors, LLC. Securities are offered through HighTower Securities, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors.

All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice. Private Vista, LLC, HighTower Advisors, LLC nor any of its affiliates make any representations or warranties express or implied as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Private Vista, LLC and HighTower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice. This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

Private Vista, LLC, HighTower Advisors, LLC nor any of its affiliates provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.

Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Private Vista, LLC or HighTower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. HighTower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.