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 a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

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