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CCND Dinner Meeting – Stacy Francis, CFP, CDFA, CES

January 24, 2019 • 6:00 pm - 8:30 pm


The Graduate Club, 155 Elm Street New Haven, CT 06511 United States

Tickets

Unlimited available
CCND Member on or before 11/24/18$60.00

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Unlimited available
CCND Non-Member on or before 11/24/18$80.00

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Unlimited available
CCND Member 11/25/18 - 12/22/18$70.00

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Unlimited available
CCND Non-Member 11/25/18 - 12/22/18$90.00

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Unlimited available
CCND Member 12/23/18 - 1/20/19$75.00

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Unlimited available
CCND Non-Member 12/23/18 - 1/20/19$95.00

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Financial Challenges Faced by Women During and After Divorce

 

Presented by

 

Stacy Francis, CFP®, CDFA®, CES™


 
The path to financial security for divorced women has many obstacles. Financial challenges as a result of divorce are common, as the income that supported one household is split and must support two.  Stacy Francis conducted a study on women who are going through or have gone through divorce. The results shed light on the emotional, legal, and financial difficulties that women face during and after divorce. She will present an overview of the findings along with effective tools that will help you better serve these women.

 

LEARNING OBJECTIVES: 

  • Insight into the challenges women face when going through divorce.
  • Understanding what women look for when choosing their team of professionals to support them through the divorce process.
  • Tools to better serve women & build a relationship from the very first meeting.
  • How to speak to women who do not understand or do not have the technical knowledge about their full financial picture.

     

    *************************************************************************************************

Stacy Francis, CFP®, CDFA®, CES™
President and CEO | Francis Financial, Inc.

Stacy Francis is the President and CEO of Francis Financial, Inc., a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples and women in transition such as divorce or widowhood. Stacy has over 20 years of experience in the financial industry. She attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial Planner (CFP®) designation. Stacy is also a Certified Divorce Financial Analyst (CDFA®) as well as a Certified Estate and Trust Specialist (CES™). Stacy has mastered specialized training in the financial issues of divorce and is the Director of the Association of Divorce Financial Planners (ADFP) Greater New York Metro Chapter.

Stacy is the founder of Savvy Ladies™, a nonprofit organization dedicated to educating and empowering women to take control of their finances. Savvy Ladies has helped over 15,000 women through free one-on-one financial counseling, workshops and retreats. Stacy also gives back as a board member of FamilyKind, a nonprofit organization offering NYC divorce services to adults and children experiencing separation or divorce.

She is a nationally-recognized financial expert, is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, a member of the Forbes Finance Council and an expert contributor for The Wall Street Journal. Stacy’s expertise is highlighted in over 200 media publications, articles, bylined pieces and quotes. Stacy is the host of Financially Ever After, a podcast focusing on women, money and divorce. She is also the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce.

Stacy has received numerous industry awards, among them, Investment News 2016 Women to Watch, Financial Planning Association’s Heart of Financial Planning Award, Financial Planning Magazine’s Pro Bono Award and the NAPFA Consumer Education Foundation’s first Pro Bono Award. She was also listed as a national Money Hero by CNN Money Magazine and received the Women’s Choice Award naming her one of the best financial Advisors for women.

CCND is honored to have Stacy with us.

Details

Date:
January 24, 2019
Time:
6:00 pm - 8:30 pm
Cost:
$60.00 – $95.00
Event Category:

Venue

The Graduate Club
155 Elm Street
New Haven, CT 06511 United States
+ Google Map
Phone:
203-624-3197
Website:
www.graduateclub.com