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Divorce and Your Finances

A guide to managing your finances during and after divorce

If you are going through a divorce, you have a lot on your mind – children, the household, your emotions. But now is not the time to overlook your finances. Each case is different, and there’s no pat answer. But to help reduce the likelihood that a divorce will disrupt your tax and investment strategies, you need to understand a few fundamentals.

Tama Borriello is a Associate Vice President - Investments with Wells Fargo Advisors and has the CERTIFIED FINANCIAL PLANNER™ and Accredited Domestic Partner Advisor™ certifications. Paul Capeloto is a Senior Vice President - Investments, PIM Portfolio Manager and a former CPA. Both Borriello and Capeloto have successfully completed the Certified Divorce Financial Analyst certification process  and have an in depth understanding of the range of issues facing those going through a divorce. They will help participants understand how to devise prudent short term and long term financial strategies.

Please see an important disclosure at the bottom of this page.

 

“The investment advice given at this event will be general in nature and will not be tailored to your individual investment objectives or needs or relate to any specific investments. You retain the ultimate discretion to implement any or all general investment advice provided by Wells Fargo Advisors at the event, or to seek specific investment advice from Wells Fargo Advisors or any other brokerage firm or financial services institution.

“If you choose to use Wells Fargo Advisors to implement any of the general investment advice given at the event through Wells Fargo Advisors, or for any specific advice outside of the event, such activities are separate and distinct from the presentation at the event. Any brokerage or investment advisory account subsequently opened, or currently maintained, by you at Wells Fargo Advisors shall be governed only by the documents related to such account. For any specific investment advice provided and/or securities transactions effected in relation to such account, Wells Fargo Advisors will charge you the then applicable advisory fee or transaction charge, a portion of which may be paid to the Wells Fargo Advisors Financial Advisor who provided the specific advice and/or entered the order. Unless the specific investment advice is provided by Wells Fargo Advisors with respect to a separate investment advisory account, (i) Wells Fargo Advisors will be acting solely as a broker-dealer and not as an investment adviser, and (ii) Wells Fargo Advisors may, as broker-dealer, effect transactions for you while acting as principal for its own account or as your agent while also representing another client on the other side of the transaction.

When: Wednesday, June 20, 2012 - 11:45 AM - 1:15 PM
Where: Symetra Building
Lobby Conference Center
777 108th Avenue NE
Bellevue, WA 98004
Host: The Meydenbauer Group of Wells Fargo Advisors, LLC
Phone: 425-646-4871
Enroll Now!

Divorce and Your Finances

A guide to managing your finances during and after divorce

If you are going through a divorce, you have a lot on your mind – children, the household, your emotions. But now is not the time to overlook your finances. Each case is different, and there’s no pat answer. But to help reduce the likelihood that a divorce will disrupt your tax and investment strategies, you need to understand a few fundamentals.

Tama Borriello is a Associate Vice President - Investments with Wells Fargo Advisors and has the CERTIFIED FINANCIAL PLANNER™ and Accredited Domestic Partner Advisor™ certifications. Paul Capeloto is a Senior Vice President - Investments, PIM Portfolio Manager and a former CPA. Both Borriello and Capeloto have successfully completed the Certified Divorce Financial Analyst certification process  and have an in depth understanding of the range of issues facing those going through a divorce. They will help participants understand how to devise prudent short term and long term financial strategies.

Please see an important disclosure at the bottom of this page.

 

“The investment advice given at this event will be general in nature and will not be tailored to your individual investment objectives or needs or relate to any specific investments. You retain the ultimate discretion to implement any or all general investment advice provided by Wells Fargo Advisors at the event, or to seek specific investment advice from Wells Fargo Advisors or any other brokerage firm or financial services institution.

“If you choose to use Wells Fargo Advisors to implement any of the general investment advice given at the event through Wells Fargo Advisors, or for any specific advice outside of the event, such activities are separate and distinct from the presentation at the event. Any brokerage or investment advisory account subsequently opened, or currently maintained, by you at Wells Fargo Advisors shall be governed only by the documents related to such account. For any specific investment advice provided and/or securities transactions effected in relation to such account, Wells Fargo Advisors will charge you the then applicable advisory fee or transaction charge, a portion of which may be paid to the Wells Fargo Advisors Financial Advisor who provided the specific advice and/or entered the order. Unless the specific investment advice is provided by Wells Fargo Advisors with respect to a separate investment advisory account, (i) Wells Fargo Advisors will be acting solely as a broker-dealer and not as an investment adviser, and (ii) Wells Fargo Advisors may, as broker-dealer, effect transactions for you while acting as principal for its own account or as your agent while also representing another client on the other side of the transaction.

When: Wednesday, June 20, 2012 - 6:45 PM - 8:15 PM
Where: Symetra Building
Lobby Conference Center
777 108th Avenue NE
Bellevue, WA 98004
Host: The Meydenbauer Group of Wells Fargo Advisors, LLC
Phone: 425-646-4871