My Clients Are Divorcing. Should I Still Work With Them? The Answer Is “It Depends.”
Date: Wednesday, October 15, 2025
Time: 3:30 PM – 5:15 PM
Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563
Join us for an insightful conversation between David M. Lederman, Certified Family Law Specialist, and Mary Ballin, CFP®, CDFA®. Together, they’ll unpack what financial planners should know when clients face divorce and how to navigate the line between support and overstepping.
You don’t necessarily have to step away. In fact, you may play a pivotal role in helping clients through one of the most emotionally and financially complex transitions of their lives.
You’ll walk away with:
- A clearer understanding of when and how to stay involved
- Guardrails for avoiding legal or ethical missteps
- Strategies for supporting your clients with care and confidence
- This program is designed to be approachable, practical, and highly relevant for advisors working with married or divorcing couples.
About the Speakers
David M. Lederman, CFLS, is a Certified Family Law Specialist and Past Chair of the State Bar Family Law Section. With decades of experience, David has held leadership roles in both state and county legal associations and is a frequent speaker and author on family law topics. He brings deep insight into how divorce impacts financial planning and how professionals can support clients during this transition.
Mary Ballin, CFP®, CDFA®, is a Senior Wealth Advisor at Perigon Wealth Management. Specializing in divorce financial planning, Mary provides compassionate, strategic guidance to clients navigating life changes. Her experience bridges the legal and financial worlds, offering planners practical tools to maintain client relationships through divorce.
Pricing:
FPA Member Early Bird (through 10/13): $49
(Enter Promo Code: EARLY before 10/13/25 for $10 discount)
FPA Member Regular (10/14/25-10/15/25): $59
Guest/Non-Member: $98
👉 Reserve your spot below!