Episode 74: Grey Divorce & CDFAs According to Carol Lee Roberts
Release Date: 10/28/2022
The Her Retirement Podcast
As a Certified Professional Coach, Maureen focuses on helping individuals lead with greater impact and on training teams to perform with higher effectiveness. In addition, I lead group training and development sessions around the 7 imperatives of effective leadership. Maureen has over 25 years of business leadership experience partnering with clients such as P&G, General Mills, Burger King, and United Airlines at top advertising shops, including Grey, Saatchi & Saatchi, and McGarry Bowen. Before becoming an Executive Coach and Trainer, she designed countless mentoring, training, and...info_outline Episode 107: How & Why to Do An Annual Financial Check Up
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Carol Lee has over 30 years of experience in the financial services industry and holds the Certified Financial Planner, Certified Financial Transitionist and Certified Divorce Financial Analyst® designations.
Carol Lee has an undergraduate degree from Augustana College and a Master’s Degree in Financial Planning from DePaul University. Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, D.C.
Carol Lee is a member of the Institute for Divorce Financial Analysts, the Financial Planning Association, and a former Board member of FPA-Illinois.
Tune in this week to hear Lynn's conversation with divorce expert, Carol Lee Roberts.