Miles Mason Speaking at Financial Planners Conference May 3, 2023
Miles Mason, Sr. JD, CPA is speaking at the Financial Planning Association of Greater Memphis – 2023 VIP Conference
Complex Assets & Financial Planning in Divorce is an advanced course on preparation and use of marital balance sheets in divorce settlement and trial. What financial planners can do to add value to a client going through divorce.
Discussion includes:
- Deferred compensation
- Ratio Analysis
- Business valuation
- Stock options
- Annuities
- Net present value
- Appreciation of separate property
- Opportunity for Q & A
May 3, 2023, 8:00 a.m. to 3:30 p.m.
FedEx Event Center
Thank you Amy Spann and Tim Ellis for the invitation to speak and hospitality. Great to reconnect with everyone!
