If You See Something, Say Something – Navigating Complex Asset Matters During the Collaborative Process (with the Collaborative Professionals of Northern Virginia)

Councilor, Buchanan & Mitchell (CBM) Senior Manager of Divorce Finance and Litigation Support, Jamie Blum, CPA, CDFA®, and Senior Manager of Litigation Support and Forensic Services, Jordan Egert CPA, CFE, CDFA® will present If You See Something, Say Something – Navigating Complex Asset Matters During the Collaborative Process for the Collaborative Professionals of Northern Virginia on Wednesday, September 21, 2022 at 6 pm EST.

They will discuss complex housing, cash, investment, and retirement issues being encountered by the collaborative team. They will illuminate what to look out for and how to identify complex issues, methodologies and approaches surrounding them, how we might discuss options and goals in the collaborative process, and what other financial expertise might be needed.

The Collaborative Professionals of Northern Virginia is a non-profit association of attorneys, mental health and financial professionals trained in the Collaborative Process and dedicated to resolving family and civil matters without going to court. Click here to learn more about this organization.