Divorce & Annuities: How to Handle Annuities in Divorce
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When: Thursday, April 23, 2020
12:00 PM - 12:30 PM CT

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MCLE Accreditation
NE MCLE #191870. 0.50 CLE Hours (Distance Learning)
**Webinars are conducted via the GoToMeeting platform.  Click here for system requirements.

Registration Fees
$32.50  – Regular Registration
$25.00  – NSBA Voluntary Dues-Paying Member
$12.50 – NSBA Voluntary Dues-Paying Member Junior Actives
Free – Law students

For couples age 65 and above, the divorce rate has tripled since 1990. For these couples, division of assets can be especially difficult due to their financial planning assets like annuities. This seminar will cover the basics of annuities, including their common features, and the various factors that should impact the way an attorney handles annuities for clients experiencing “gray divorce.”

This presentation was also previously accredited as MCLE #183586. This program will be presented live via webcast by the speaker.

Katie Bruno, CFP®, MIMFA, Financial Planner
Katie Bruno is a financial planner with Morey and Quinn Wealth Partners, specializing in working with women to financially prepare for life’s transitions. Katie is dedicated to educating her clients who may be struggling with the financial decisions that need to be made before, during and after an emotional life experience.

When it comes to working with clients that are going through a divorce, she takes her clients through a clearly defined process that allows them to think reasonably about the cost of divorce and the future impact of a settlement. She believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Katie apart.

A native of Des Moines, Iowa, Katie graduated from Creighton University with a Master’s in Investment Management and Financial Analysis and a Bachelor’s degree in Business. She is a CERTIFIED FINANCIAL PLANNER™ Professional and holds the Series 7, 9, 10, and 66 securities registrations along with the Life and Health Insurance licenses.