Patricia A. Barrett Cfp Cdfa

PATRICIA A. BARRETT CFP CDFA Lifetime Planning LLC 10777 Westheimer, Suite 1100, Houston, TX 77042 (281)-444-1449 (281)-596-7240 fax

SYMPOSIUMS, INSTITUTES & OTHER CONTINUING EDUCATION: Collaborative Law Process Training, August, 2004 Collaborative Law Training, Alliance of Collaborative Family Law Attorneys, October, 2004 Marriage Dissolution Institute, Galveston, Texas Bar CLE, April, 2005 Collaborative Skills, International Academy of Collaborative Professionals, June, 2005 Collaborative Law, University of Texas Law School, UTCLE, March, 2005 Advanced Family Law Course, August, 2005 New Frontiers in Marital Property Law, October, 2005 Marriage Dissolution Institute, Austin, April, 2006 Advanced Family Law Course, San Antonio, August, 2006 Financial Planning Association Symposium, September, 2006 Houston CPA Society, Planning for the Older American, November, 2006 Institute of Divorce Financial Analysts Advanced Topics, New Orleans, February, 2007 Advanced Family Law Course, San Antonio, August 6-9, 2007 Financial Planning Association Symposium, September, 2007 Marriage Dissolution, Galveston, April, 2008. Advanced Family Law Course, Padre Island, October 22-24, 2008. Collaborative Law Spring Conference, March 26-27, 2009. Family Law Legislative Update, South Texas College of Law, June, 2009 Advanced Family Law Course, Dallas, August, 2009. Financial Planning Association Symposium, October 8, 2009 Advanced Family Law, Padre Island, October 13-15, 2010 American Women’s Society of CPAs, Annual Tax Update, January 20, 2011 Texas Association of Mediators Conference, February 25-26, 2011 Family Law Legislative Update , Houston, June 19, 2011 Advanced Family Law, San Antonio, August 1-4, 2011 Advanced Family Law, Houston, August 6-9, 2012 Financial Planning Association National Symposium September 29 – October 1, 2012 American Woman’s Society of CPAs Annual Seminar, February 2, 2013

PROFESSIONAL ACTIVITIES: Owner – Lifetime Planning LLC, Divorce Financial Analysis, Mediation, 2004-present Manager, Financial Planning Dept., Woodway Financial Advisors Trust Co, Houston, 1998-2004 Licensed Registered Representative Staff, Rauscher Pierce Refsnes, Houston, 1988-1998 Treasurer, Association of Family Conciliation Courts, 2008-2009 Treasurer, Financial Planning Association, Houston, 2004-2005 Board Member, Alliance of Collaborative Family Law Attorneys, 2005 – 2006 Member: Texas Association of Mediators Member: National Association of Insurance and Financial Advisors Member: Financial Planning Association Member: American Business Women’s Association Member: Institute of Divorce Financial Analysts Member: Greater Houston Mediator Resource Network

PRESENTATIONS GIVEN: “Divorce Financial Issues”, Seminar, Houston Northwest Bar Association, June, 2005 “Windfall Planning”, Association of Women’s CPAs, November 17, 2005 “Windfall Planning”, Solos Supporting Solos (Attorney group), April 20, 2006 “Divorce Financial Issues”, Financial Planning Association Symposium, Sept., 2006 “Windfall Planning”, Attorneys in Tax and Probate, December, 2006 “Windfall Planning”, Houston CPA Society, Summer Learning Series, June, 2007. “Divorce Financial Issues”, Houston CPA Society, Summer Learning Series, July, 2007. “Divorce in Texas – Money and More”, Leisure Learning Unlimited, Bi-Monthly – 2008-2011. “10 Financial Things Women Need to Know”, Rice University Financial Fitness Workshop, October, 2008. “The Full Spectrum of Domestic Violence from a Practical Perspective”, AFCC, October, 2008 “Wise Planning for the Later Years, The Hampton, Houston, November, 2008 “Women & Divorce in Texas”, St. Mary’s Law Review Symposium, San Antonio, January, 2009 “Divorce in Texas”, National Association of Insurance and Financial Advisors, Houston, March, 2009 “Mediated Interdisciplinary Mediated Settlement”, Houston Bar Assoc. Collaborative Law Sec., May 19, 2009 “Divorce Financial Issues”, National Association of Personal Financial Advisors, September, 2009 “How the Peaceful Family Law Practice Group Works”, Menninger Clinic, September, 2009 “Financial Experts Speak to Collaborative Law Attorneys”, HBA, Collaborative Law, October, 2009 “Divorce and Taxes”, Houston CPA Society Tax Forum, January, 2010 “Financial Planning for Divorce”, Houston Financial Planning Association, March, 2010 “Women and Divorce”, CBS Radio, Femme Finance, April 30, 2010 “Business Showcase”, Interview on CNN 650 Radio News, June 25, 2010 “Divorce in Texas”, Krist Samaritan Counseling Center, April, 2011 “Guide to the Good Divorce”, Houstonian, Nov, 2011, Feb 11, 2012, March 31, 2012, Aug 25, 2012, 1/26/13 “Executive Benefits and Divorce”, American Society of Women CPAs, February 4, 2012 “Financial Planning Techniques for Divorce Mediation”, Texas Assoc. of Mediators Convention, 2/24/12 “Remember the Alimony”, Women Advisors Forum, Dallas, 5/22/12 “Financials of Divorce in Texas”, Manousso Mediation Training, July 18, 2012, Nov. 15, 2012 “Executive Benefits and Divorce”, Solos Attorney Network, January 17, 2013

EDUCATION: College of Financial Planning, Denver, CO University of Houston, A White Mediation Training University of Houston, Advanced Family Mediation Training N. Y. Institute of Finance, Series 7 Registered Securities Training College for Divorce Financial Analysts, Southfield, MI. Abilene Christian University, English Major

ARTICLES “Divorcing Individuals and Closely Held Business”, Houston Business Journal, March, 2005 “Divorce for Women in Texas, Article, 1960 Sun, June, 2005 “Women and divorce in Texas”, Article, Divorce Source.com, 2004 “Windfall Planning”, DivorceNet.com 2006 “Is There a Better Way to End the Marriage”, (Collaborative Divorce), 2006 “Pension Protection Act of 2006, Executive Summary”, November, 2006 “In You They Trust”, Kiplinger Personal Finance, (quoted by author), March, 2007 “The Executive Divorce”, Financial Frontiers, Financial Planning Association, March, 2007 “Investment News Spotlight”, June 18, 2007 “Divorce and Taxes”, Paper for Houston CPA Society, January, 2010 “Femme Finance Radio Show”, April 28, 2010 “Valuation of Business in Divorce”, Examiner.com 11/1/12 “QDRO Review To Avoid Errors”, Examiner.com 11/15/12 “Divorce and the Holidays”, Examiner.com 12/15/12

COMMUNITY ACTIVITIES: Board Member, Tower Oaks Civic Club, 1999 Top Female Player in U.S., National Scrabble Association, 10 years of past 30