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King County Bar Assoc. Collaborative Law Monthly Section Meeting

Day/Time: May 7, 2921 2:00 PM to 3:10 PM
Location: Safety of your own computer: Zoom Link
CLE: 1.00 Law & Legal CLE Credit – #1166708
Presentation: Tax Returns, Net Worth Projections, and Efficient Financial Work with Clients. Maryann Nelson, The Best Laid Plans

For all KCBA sections, credit submittal to the State Bar occurs within 30 days of the program.

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AGENDA

2:00 PM Introduction

2:10 PM Presentation: ‘Tax Returns, Net Worth Projections, and Efficient Financial Work with Clients’, by Maryann Nelson, The Best Laid Plans

  • Get an overview of how to review client tax returns and spot potential issues
  • Better understand the preparation (and pros and cons) of net worth projections
  • Hear tips on coaching your clients to work effectively with the CDFA to complete financial due diligence as painlessly as possible

3:10 PM Adjourn

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SPEAKER BIOGRAPHY

Maryann Nelson, The Best Laid Plans – Maryann Nelson has a diverse background in banking, non-profits and small businesses. Formerly serving as a founder and president of community banks, she now primarily works as a Certified Divorce Financial Analyst supporting collaborative divorce cases. She has worked on upward of 150 cases and analyzed marital communities with few assets to many millions.
Known for her calm demeanor, practical approach, and good rapport with (sometimes difficult!) clients, Maryann has quickly become one of the most sought-after financial analysts in the area.

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WEBCAST: This Section Meeting will be broadcast via Zoom (not Adobe Connect).

To access the meeting, click the following link –

https://us02web.zoom.us/meeting/register/tZctde6prToiHtTXrmb53x_6DHHkN0IAR6bT

You will be required to enter your WSBA # (or n/a) upon entering the meeting.

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