My Clients Are Divorcing. Should I Still Work With Them? The Answer Is “It Depends.”

Date: Wednesday, October 15, 2025
Time: 3:30 PM – 5:15 PM
Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563
Presented by: David M. Lederman, CFLS & Mary Ballin, CFP®, CDFA®
Member Early Bird: $49 | Member Regular: $59 | Guest: $98

👉 REGISTER NOW

What You’ll Learn

Divorce can be one of the most stressful and financially complex times in your client’s life—and it raises big questions for planners. Should you step back? Stay involved? Or evolve your role?

Join David M. Lederman, Certified Family Law Specialist, and Mary Ballin, CFP®, CDFA®, for a timely conversation on how financial planners can effectively support divorcing clients without overstepping legal boundaries.

You’ll walk away with:

• Guidance on maintaining ethical involvement during a divorce

• Insights into what clients need—and what they don’t—from their financial advisor

• Practical tips for navigating legal conversations with empathy and professionalism

Whether you’ve supported clients through divorce or are encountering this challenge for the first time, this session offers the clarity and confidence you need.

About the Speakers

David M. Lederman, CFLS
Certified Family Law Specialist and Past Chair of the State Bar Family Law Section. David brings decades of legal experience and leadership in family law to help professionals understand divorce-related complexities in planning.

Mary Ballin, CFP®, CDFA®
Senior Wealth Advisor at Perigon Wealth Management. Mary specializes in divorce financial planning, helping clients make informed decisions and supporting planners in maintaining long-term client relationships through transitional life events.

Pricing

• FPA Member Early Bird (through October 13): $49

• FPA Member Regular (October 14–15): $59

• Guest / Non-Member: $98

👉 Click here to register now