Workshops & Continuing Education


Continuing Education & Financial Expertise for Legal Professionals



Since 2007, we’ve partnered with attorneys across the Southeast to provide trusted litigation support, divorce financial and tax analysis, and QDRO preparation. Our services are designed to enhance legal strategy by delivering clear, objective financial insights. We help attorneys strengthen their cases with in-depth analysis, while guiding clients to understand the full scope of their marital estate and the long-term impact of settlement decisions.


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Continuing Education & Financial Expertise for Legal Professionals

Since 2007, we’ve partnered with attorneys across the Southeast to provide trusted litigation support, divorce financial and tax analysis, and QDRO preparation. Our services are designed to enhance legal strategy by delivering clear, objective financial insights. We help attorneys strengthen their cases with in-depth analysis, while guiding clients to understand the full scope of their marital estate and the long-term impact of settlement decisions.

Continuing Legal Education (CLE)

  As a financial advisor specializing in Continuing Legal Education (CLE), I help attorneys and legal professionals navigate financial decisions with strategies tailored to both personal goals and professional obligations.


  We offer accredited CLE seminars—available in-person or via Zoom—on topics including divorce financial planning, estate planning, insurance, and ethics. Each seminar is approved for CLE credit by the appropriate state governing body.


  Our presentations not only fulfill CLE requirements but also provide practical financial insights to support long-term success. See the calendar below for upcoming sessions.

Workshops

We offer a variety of financial workshops, available to both clients and the public, in person in our office in Hilton Head, SC, as well as over Zoom. Please reference the calendar below for all upcoming workshops, as well as instructions on how to enroll. 

Lunch–and–Learns & Coffee Chats

  These informal, informative sessions are designed to provide valuable financial insights in a relaxed setting. Whether over lunch or a cup of coffee, I cover key topics like retirement planning, tax strategies, investment basics, and financial wellness—tailored to the needs of legal professionals and individuals alike. Attendees walk away with actionable takeaways, clearer financial direction, and answers to the questions that matter most.