Instructors Directory > Divergent Wealth
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Divergent Wealth
(385) 237-4000
divergentwealth.com

Divergent Wealth Advisors is a Family "Chief Financial Officer," a Wealth Planner, a Financial Adviser, a Portfolio Manager, an Estate Planning Adviser, and a Tax Strategist, all under the same roof. 

Divergent Wealth Advisors is a long-term financial partner who can serve generations of a family and can simplify complicated things, playing the role of an educator and an adviser.

Upcoming Webinars

ROTH IRA STRATEGIES: A COMPREHENSIVE OVERVIEW

INTRODUCTION TO FINANCIAL PLANNING FOR EQUITY COMPENSATION

FINANCIAL PLANNING FOR SPECIAL NEEDS: UNIQUE SCENARIOS AND CARE STRATEGIES

Archived Webinars

FINANCIAL PLANNING: SOCIAL SECURITY STRATEGIES
Recorded Date February 24, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
ROTH IRA STRATEGIES: A COMPREHENSIVE OVERVIEW
Recorded Date February 18, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
INTRODUCTION TO FINANCIAL PLANNING FOR EQUITY COMPENSATION
Recorded Date February 12, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, Small Business Owner     
RETIREMENT PLANNING STRATEGIES: ROTH CONVERSIONS, TAX MODEL IMPACT, AND MORE
Recorded Date December 19, 2024  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Small Business Owner     
ROTH CONVERSIONS: POTENTIAL TAX SAVINGS NOW AND IN RETIREMENT
Recorded Date July 15, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
MAKING AN IMPACT: SMART TAX STRATEGIES FOR PLANNED GIVING
Recorded Date March 25, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
TAX FREE RETIREMENT STRATEGIES FOR HIGH INCOME EARNERS
Recorded Date January 30, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
STRATEGIC CASH BALANCE PLANS FOR SMALL BUSINESS OWNERS
Recorded Date September 14, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Small Business Owner