Webinar – Divorce Resource: Grey Divorce

By Nicole Young on July 19, 2022

Are you thinking about divorce but not sure where to begin? Are you going through a divorce with concerns on how it is proceeding? Private Vista presents, Divorce Resource, an on-demand webinar series that is offered to provide guidance for both men and women who are considering or going through a divorce.

During each webinar, we feature a rotating panel of professionals who answer common questions about the legal, financial, and emotional issues related to divorce. Regardless of the stage of divorce that you are in, we have found that the more you know, the more empowered you may feel. This can allow you to move forward with confidence and clarity for all the decisions you will need to make.

The topic of this segment will be around Grey Divorce. Ending a marriage later in life is complicated. Many couples aren’t prepared for the financial, emotional, or legal issues that accompany divorcing after 50. There are concerns around healthcare, insurance, retirement savings, social security, estate planning, and taxes. Our panel will provide advice to help you prepare for this life transition – and discuss the financial, emotional, and legal impacts of that decision.

To speak with one of our certified divorce financial analysts and learn more about Private Vista’s initiative to help people going through life transitions such as divorce and the death of a spouse, please visit our Project Venus webpage.

For any general questions about financial planning or if you would like to set up a complimentary consultation, please feel free to contact us.

Watch the webinar below:

PANELISTS:

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.

JODI SHEFFIELD – Jodi is a divorce coach, mediator and creator of The Avalon Method for Divorce Recovery. Jodi obtained a B.S. and M.A. from Northwestern University. After decades of personal and professional experience with divorce, Jodi brings knowledge, empathy and compassion to each of her clients. Jodi helps women effectively navigate the divorce process, so they can take control of their lives, move past the pain and distraction of divorce and build the future they envision. Jodi’s program teaches clients how to change their mindset, manage their emotions, develop clear thinking, make good decisions and resolve conflict.

EMILY CARRARA – Emily is a Fellow of the Collaborative Law Institute of Illinois and has been named a Leading Lawyer in Family Law. Emily has taught and been a presenter for numerous family law seminars, including seminars related to the disposition of retirement assets in a divorce, including Qualified Domestic Relations Orders, division of pension, and retirement benefits. In addition, she has extensive appellate experience, including oral arguments before the Illinois Supreme Court. Emily is a member of the American Bar Association, The Illinois State Bar Association, the DuPage County Bar Association, the Kane County Bar Association, the DuPage County Association of Women Lawyers, and the Will County Bar Association. She is a Guardian ad Litem for the Circuit Court of the Eighteenth Judicial Circuit and was named one of the “8 Women to Watch” in DuPage County. Emily R. Carrara received her law degree with honors from John Marshall Law School in Chicago, Illinois. She is a graduate of Boston University and has concentrated in family law and dissolution of marriage cases since beginning the practice of law.

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.

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