Financial Planning for Divorced, Widowed or Living Alone - Boston, MA

May 13, 2015 11:30am -
May 13, 2015 01:30pm

Event Description

American Association of Attorney-CPAs

Financial Planning for Divorced, Widowed or Living Alone


New England Chapter Meeting  

Wednesday, May 13, 2015

Sponsored and Hosted by Morgan Stanley Wealth Management

 Or click here to download a registration form  



About the Program - What You Will Learn


1. How can a Financial Advisor help a divorcee control their financial future?

2. How can a Financial Advisor help a newly-divorced person who received a "lump sum" settlement rather than alimony qualify to re-finance or initially finance the purchase of a new home?

3. How can a Financial Advisor help a pre-divorced individual compare several options in achieving their financial future?

4. How can a Financial Advisor help a pre-divorcee analyze whether they should "take the house" in the settlement agreement?

5. How can a Financial Advisor help someone who is thinking about divorce understand the different options?

6. How can a Financial Advisor help a divorcing spouse determine the tax difference between taking 50% of a retirement account or holding on to a house that they will be selling within five years when their last child will graduate from high school?

7. How can a Financial Advisor help illustrate the impact of the following on a financial plan:

     a. Long Term Care availability options

     b. Life Insurance replacement of alimony is case of death of former spouse

     c. How a UTMA/UGMA can impact the custody-spouse when it comes time to pay child's college tuition.


     Special Thanks to Morgan Stanley Wealth Management for Hosting and Sponsoring this Event   



Meeting Information

Date: Wednesday, May 13, 2015 


Time: 11:30am -  Registration

             12:00pm - Lunch from the Milk Street Cafe 

                                    (Complimentary, sponsored by Morgan Stanley)

              12:15pm - Greetings

              12:30pm - 1:30pm Educational Program


Location: Morgan Stanley Wealth Management

                   28 State Street, corner Congress Street, 27th Floor
                   Boston, Massachusetts 02109


Parking Options: 

One Devonshire Street

Boston, MA 02109

75 State Street Parking

Boston, MA 02109

Post Office Square
Zero Post Office Square
Boston, MA 02109

Center Plaza Garage

1 Center Plaza

Boston, MA 02108

Pi Alley

275 Washington St.

Boston, MA 02109



Education Credit: One (1) credit of Continuing Professional Education (CPE) for CPAs


Cost: Free admission for all business professionals. Preregistration required by Friday, May 8, 2015. Bring photo ID for security check-in at front desk. 


Click here to register online or here to download a registration form. 

About the Presenters


Nancy F. Allen

Financial Advisor, Certified Divorce Financial Analyst™

Morgan Stanley Wealth Management


As a Certified Divorce Financial Analyst™, I specialize in working with women in transition. These are women who are in the process of or who have recently been divorced or widowed, as well as women who have acquired wealth through inheritance or profession. I have 19 years of experience in client relationship management and finance. The past 6 have been spent exclusively with Morgan Stanley. I have extensive knowledge in financial planning and my attention to detail allows for precise planning and investing. My personal knowledge of divorce and transition gives my clients meaningful insight into these events. With my training from the Institute for Divorce Financial Analysts and many years of professional experience, my goal is to provide sound financial advice.

Catherine D. Burgess, CFP
Portfolio Manager and Retirement Income Certified Professional, and Accredited Domestic Partnership Advisor
Morgan Stanley Wealth Management

Cathy Burgess is a Financial Advisor with Morgan Stanley. Cathy's credentials include two designations; Certified Financial Planner TM and Accredited Domestic Partner Advisor SM. Her business is focused on providing full-service, wealth management to individual clients, families, business owners and non-profit organizations primarily in New England, but throughout the U.S. as well.


Cathy most recently was recognized by Boston Magazine as a Five Star Wealth Manager this past February 2015.



AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

Accounting CPE/Legal CLE/MCLE

The American Association of Attorney-CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its  website A brochure with full details of the program is available from the association at 888-288-9272. These programs meet the NASBA standards of 1 (50 minute) hour of instruction.  


Event Type:Chapter Meeting
Early registration ends on Mar 22, 2015.
Regular registration starts on Mar 23, 2015 and ends on May 12, 2015.
Late registration starts on May 13, 2015.