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May 2026 Lunch and Learn
Tuesday, May 05, 2026, 12:00 PM - 1:00 PM CDT
Category: Events
How Financial Data Can Reduce Conflict
Using transparency and structure to support a more comfortable divorce process and more reliable agreements.
Presenter: Tasha Rock, CFP®, CDFA®
This presentation explores how thoughtful use of financial data can reduce conflict and support more durable, realistic divorce agreements. It emphasizes that numbers are not just technical inputs—they represent security, fairness, and future stability, often carrying strong emotional weight for both parties. By introducing clear budgets and forward-looking projections, professionals can help clients move from fear-based or positional thinking toward informed, sustainable decision-making. The content highlights the importance of team collaboration, where legal, emotional, and financial expertise work together to create clarity and alignment. Through real-world case studies, it demonstrates how transparency and “reality testing” can shift rigid perspectives and open the door to creative solutions. Ultimately, the presentation reinforces that when clients truly understand their financial reality, they are better equipped to reach agreements that hold up over time.
Register here to attend!
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