Navigating Budgets: Goldmine? Minefield? What's Mine? (ADV)
Susan Moussi, CPA, CFP®, CDFA™, CVA and Amy Whitlatch, MBA, CFP®, CDFA™
Duration: 90 min
Format: MP3 download

A presentation and discussion of the theory, tools and techniques for creating historical, interim and projected budgets and their usefulness and influence in the Collaborative process in both the division of cash flow and the division of assets. In the spirit of "Collective Wisdom", participants will be encouraged to share their thoughts and ideas.