Financial Clarity, Before, During, and After Settlement
Monthly Professional Meeting
September 8th | 10:30AM-12:00PM CST | Virtual
Guests: $25
Members: Free
Almost every divorce client is carrying the same quiet question, no matter how composed they look in your office: am I going to be OK?
At our September Professional Meeting, Karise Gaynor-Morgan of Bernstein Private Wealth Management joins us to talk about how the right financial guidance can answer that question with real numbers rather than reassurance.
She will walk us through how a financial advisor adds value at every stage of the process, not only after the settlement is signed, and how modeling different scenarios helps both professionals and clients make clearer decisions.
What we will cover:
- How a financial advisor can add value before, during, and after settlement
- Financial projections that help professionals and clients think through settlement options
- How to approach business interests and executive compensation
- Helping clients answer the question that matters most to them: am I going to be OK
PLEASE NOTE: THIS SESSION WILL NOT BE RECORDED.
Meeting Schedule
(CST)
10:30-10:45am | Welcome & Introductions
10:45-11:45am | Presentation and Questions
11:45am-11:55 | Member Spotlight
11:55am-12:00pm | Wrap Up
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Guests
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Meet Karise
Featured Speaker
Karise is a former attorney turned wealth advisor with Bernstein Private Wealth Management in Minneapolis.
She advises high-net-worth and ultra-high-net-worth individuals and families, helping them simplify the complexities of significant wealth. She is a Certified Financial Planner® with Series 7 and 66 licenses and works alongside a Certified Divorce Financial Analyst® to offer specialized support for clients navigating divorce.
Drawing on her background in family law and personal experience with divorce, Karise collaborates closely with legal counsel to model, quantify, and clarify complex financial scenarios- providing clients with confidence and clarity during and after settlement.
Connect with Karise
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