May 2026 Conference Session: Unmasking the Narcissist's Financial Playbook

This session examines how challenging client behaviors can affect the financial planning process in high-conflict divorce cases. Participants will explore common financial tactics used to create confusion or distort information, and how these behaviors can impact data gathering, analysis, and professional judgment. The discussion focuses on recognizing early warning signs, maintaining objectivity, and preserving the integrity of financial analysis while navigating emotionally charged client interactions. Emphasis is placed on role clarity, professional boundaries, and sound decision-making in complex planning situations.