Divorce, Love 2.0, and your Finances {Summer Series with Allison Kvikstad}
Hosted at The Hivery | June 24 | 12 - 1:30 PM | Mill Valley, CA
Welcome to our Summer Series with Allison Kvikstad: Your Finances and Major Life Transitions
This month's topic is: Divorce, Love 2.0, and your Finances.
Divorces can be highly emotional. Negotiating and taking control of your financial situation should not be. Your financial plan should be strategic and thoughtful and specific to your goals.
As a Certified Divorce Financial Analyst and 30-year veteran in the financial services industry, Allison is here to provide education on how to navigate this major life transition.
Join us as we discuss:
What every woman should know about their finances pre-divorce
How to handle financial matters post-divorce (including navigating your personal financial situation in a new romantic relationship).
Everyone welcome!
Members: RSVP here!
NonMembers: RSVP here!
Interested in becoming a Member? Learn more about joining The Hivery here!
Allison Kvikstad is a Certified Financial Planning professional (CFP®) and a Certified Divorce Financial Analyst (CDFA®) with over 30 years of professional investing experience and is currently a Managing Director/Partner at Beacon Pointe. She has a Masters degree in Finance and is a licensed registered investment advisor (Series 65 from FINRA). Her career has been focused on managing wealth for high-net-worth individuals, families, and private foundations. She’s been a long-time advocate of financial literacy and has held board positions at Dress for Success in San Francisco and the First Tee of Oakland. She volunteers and leads financial literacy programs periodically at Girls, Inc of Alameda County and CB Seeds.org (Memphis, TN) and various women's groups within public and private companies (ie: Google, Nike, Airbnb, Salesforce, Lyft). She’s guest lectured at UC Berkeley Haas School of Business, Stanford, and UC Davis. She just completed her two year volunteer term on the investment committee for Planned Parenthood of Northern California.