Content Provider
Morganstanleylogo
Handout Materials
Presentation Slides
Free cpe webinars
Divorce: A New Beginning for Your Clients

DIVORCE: A NEW BEGINNING FOR YOUR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 25, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

A divorce is a life event that changes everything. When a client needs help navigating this time of their life, can you provide them with robust guidance?

This presentation will review how you might identify the challenges standing between your divorcing clients and a more secure financial future for them and how to help your clients begin planning for those challenges. Topics also include lifestyle, retirement, and estate planning strategies during this uncertain time. There will also be a review of the process of developing a financial plan that reflects your clients’ new circumstances and offers potential solutions for achieving the objectives most important to them. 

 Learning Objectives:


  • Identify how to navigate financial decisions in a divorce for your client 

  • Identify the challenges facing your client in a divorce

  • Determine how to secure a better financial future for your client after their divorce

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Not logged
Linkedin

Lisa Hutter

Morgan Stanley
Financial Advisor
lisa.hutter@morganstanley.com
(512) 370-0482

Morganstanleylogo

Lisa is the primary resource for Trust and Estate planning strategies for clients of The Flagler Group at Morgan Stanley.  Her fascination with getting to know people, a penchant for planning, and a love of solving puzzles led her to become a Trust and Estate Attorney (non-practicing at Morgan Stanley) over 23 years ago.  Lisa has never stopped working on what she believes to be the most critical skill – listening.  As a result, she spends time learning about each clients' passions, fears, dreams, and principles and reflects these in their estate planning strategies.  By looking at all of the pieces together, she can uncover opportunities to help make the lives of each client easier and their legacies stronger.

Lisa returned to Morgan Stanley (and its predecessor firms) in 2020, having spent almost ten years at Wells Fargo Private Bank, most recently as the Senior Director of Planning for the Southwest region, where she led a team of wealth planning managers and trust and estate specialists whose credentials included JDs, CPAs, and CFPs.  During her initial tenure at Morgan Stanley, she consulted with Financial Advisors and their clients to assess their current estate planning strategies and present ideas on how to improve them.  Lisa has been a subject matter resource, having multiple articles published in academic and trade journals, being interviewed for diverse media channels, and conducting seminars on various estate planning topics.

Lisa was actively involved in advisory committees for her local hospital and school district while in New York. She has led Diversity and Inclusion councils and committees throughout her career.  She currently serves on the Board of Directors for Girls Empowerment Network, whose mission is to empower girls by teaching them self-efficacy. She is passionate about this work, having also previously established a group that supported women in achieving their financial goals, honoring their contributions to their communities, and providing them with planning resources.  

Lisa graduated from Seton Hall University School of Law in 1997 and obtained her Master of Laws (LLM) in Taxation from Villanova University School of Law in 2002.  She was raised in New York City and moved from Westchester County, NY to Austin, TX in 2016 with her husband, Elwyn, and two daughters.  As avid Crossfitters, Lisa and her husband (who also owns a Crossfit gym) have instilled in their children the importance of physical fitness, resilience, and community, teaching them from an early age that whether you believe you can or you can’t, you are right.

About Our Presenter

Morganstanleylogo
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates, and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.  Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.  Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee. Morgan Stanley Smith Barney LLC. Member SIPC.