Monthly Member Meeting | Financial pitfalls that you need to help your divorcing clients avoid

CLEs Approved for:
1 General CLE Credit
1 Marital and Family Law Certification Credit

Description:
Going through a divorce can be incredibly challenging, both emotionally and financially for your clients. I’m going to go over common financial mistakes people often make during this process that you can hopefully steer your clients away from. Topics will include overlooking hidden assets, misunderstanding complicated financial instruments like RSUs and stock options, failing to account for tax implications, and the critical importance of budgeting for post-divorce life—particularly healthcare and long-term care costs. Additionally, we’ll discuss the challenges of maintaining the family home and the risks of failing to update essential legal documents. By the end of this session, you will have a clearer understanding of the financial challenges divorcing individuals may face and gain insights into how to better support them with resources and guidance during this difficult time.

Biography:
Aviva Pinto is a Managing Director and member of the Advisory committee at Wealthspire Advisors in NY. Wealthspire is a $30 Billion registered investment advisory firm.

Aviva has over 30 years of experience in the financial services industry. As an advisor, Aviva works with individuals in transition (sale of business, inheritance, divorce, widowed) to determine the most appropriate course of action for their financial assets. She helps guide them, so they feel more confident about their financial future.

She is a Certified Divorce Financial Analyst (CDFA) and a Certified Divorce Specialist (CDS) and has taken mediation training.

Aviva is currently on the finance counsel of Forbes.com and is quoted regularly in the Wall Street Journal, Newsweek, Newsday, and other publications. She is a frequent speaker at family office conferences and events, has been voted one of the Top 50 Businesswomen on Long Island for multiple years and was named one of Crain’s New York Business 2020 Notable Woman in Finance.

She is also actively involved in the industry and her community, serving as Director of the Long Island chapter of the National Association of Divorce Professionals, Trustee and Chairwoman of the finance committee for Port Washington Library Foundation, Secretary of Manhasset Bay Yacht Club and Alumni Student Recruiter for her beloved Wolverines at the University of Michigan!

She received her undergraduate degree at University of Michigan and did her MBA at the University of Chicago.

She lives in Port Washington with her husband Lou and has two daughters – one a PHd in Occupational Therapy and the other a third year at Emory in med school – so she will be working until she is 90!  

She loves to ski, sail, ice skate and a cold glass of wine! .