Webinar – Divorce Resource: The House in Divorce

By Nicole Young on April 26, 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, a 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 the marital home. Often this is one of the largest assets in the marital estate and has a very sentimental value attached to it. How do you assess the asset, especially in a booming real estate economy, to answer the questions of should I keep the house? Can I afford to keep the house? What assets am I giving up keeping it? Our panel will provide advice to help you determine if it is in your best interest to keep the house – and discuss the financial impact 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:

Featured 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.

STEPHANIE HOFMAN, Realtor, @properties & Christie’s International Real Estate – With over 15 years experience in the residential real estate market, North Shore native Stephanie considers herself more than a salesperson. She is her clients’ educator, advocate and guide throughout their entire purchase or sale process. She believes communication is key to making the best decisions possible and is always ensure in clients are as well informed as possible. One of Stephanie’s specialties is helping divorcing couples navigate the home sale process within the context of their divorce, as a neutral advisor, to ensure the best possible outcome for both parties. 

TAMI WOLLENSAK, CDLP™, Sr. Loan Originator – Tami Wollensak, a 25+ year veteran of the mortgage industry, has experience working in multiple roles and facets of the industry. She has discovered her true passion in helping divorcing individuals navigate their home equity solutions while going through the most challenging time of their life. Tami has earned the certification as a Certified Divorce Lending Professional (CDLP™). This specialization provides her the ability to identify potential gaps in the agreement that cannot be met during the mortgage process. Tami works with her client’s attorney, mediator, or financial advisor to help guide them through all the options available to ensure a successful outcome regarding the divorcing couple’s real estate.

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.

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