The Financial Neutral in Mediation: Ethical Communication and Financial Planning Strategies

Join John Duffy, CDFA® and founder of Zen Divorce Solutions, for an insightful webinar on the critical role of the financial neutral in mediation and collaborative dispute resolution. Drawing from both professional expertise and personal experience, John will explore ethical communication techniques, financial planning strategies, and best practices for supporting clients through family and financial transitions. Attendees will gain practical guidance on maintaining neutrality while facilitating discussions around cash flow, asset division, retirement planning, taxes, insurance, and long-term financial stability. This session is ideal for financial professionals looking to strengthen their skills in client communication, behavioral finance, ethics, and conflict-sensitive financial planning to help clients achieve sustainable outcomes during mediation.