Navigating Divorce- How your Financial Advisor Can Help

By Andrea Young on June 24, 2021

We’d like to thank you for attending our September 14th Empower Women event, Navigating Divorce- How your Financial Advisor Can Help, hosted by Betsy Lavoie, CFA and Susie Panduku, CPA, CFP® of Lexington Wealth Management. Divorce can be both emotionally and financially draining.  Working with a financial advisor can help one stay on track, make the process of pulling together financial information not onerous, and help one in understanding what a particular settlement means for a unique situation.  Betsy and Susie discussed the importance of having a financial advisor to turn to for support as you or someone you care about prepares for a significant life change.

Elizabeth Lavoie, CFA, has been working closely with wealthy individuals and families for more than 16 years. Prior to joining Lexington Wealth Management, she spent more than nine years as an Investment Officer at PNC, where she managed a portfolio of investment assets and worked with a team of advisors to build customized wealth management solutions. She also served high-net-worth investors at Eaton Vance Investment Counsel and Scudder Private Investment Counsel/Deutsche Private Wealth Management from 2001 until 2007.

In her role as Wealth Advisor, Susie Panduku, CPA, CFP® works with a range of clients, some of which include family office clients. Given her background in tax compliance and planning as it relates to business owners, Susie enjoys the complexities and nuances that make each client relationship different.

Please enjoy our takeaways and podcast interview from this event!

Empower Women is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Empower Women and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Empower Women and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Empower Women and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Empower Women and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.

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