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Guest Blog: CDFA Impact on Mediated Divorces

Guest Blog: CDFA Impact on Mediated Divorces

by newcente | Jun 26, 2024 | Family Focus, Financial Planning, Jennifer Wolfsberg, Olga P. Okaty, Uncategorized, What's New

Guest Blog: CDFA Impact on Mediated Divorces  June 26, 2024 Jennifer Wolfsberg and Olga Okaty of Centerpoint Advisors each hold the Certified Divorce Financial Analyst® (or “CDFA®”) designation. They have helped guide several clients through post-marital...
Jennifer Wolfsberg Featured on XPX Panel

Jennifer Wolfsberg Featured on XPX Panel

by newcente | Jan 29, 2021 | Ashley R. Agnew, Blog, Business Planning, Financial Planning, Firm Events, In The News, Jennifer Wolfsberg, Uncategorized, What's New

Featured Panel: When Advisors Collide January 28, 2020. By Ashley Agnew: A business transition is an emotional time for a business owner and tensions can run high while they navigate the many layers and demands of the process. With multiple advisors necessary to...

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