ADFP - Association of Divorce Financial Planners is pleased to announce its annual virtual retreat with the topic: They're Playing Games! Don't Get Hoodwinked.
September 27 - 29, 2023; 1:00 pm - 5:00 pm Eastern Daylight Time each day.
We as practitioners are often deceived, both intentionally as well as unknowingly, by our clients and sometimes by other professionals. Being hoodwinked literally means to close one’s eyes and figuratively, veiling the truth. How often have you been challenged by false appearance, incomplete information, client resistance, challenging behaviors, or inappropriate grand standing? How do we find out what we need and get it? How do we build trust? How do we mitigate risks? What tools are required in our skill set?
Listen to experts in a 360 degree examination of game playing that includes financial forensics, cybersecurity, personality disorders, fraud and data breach, and technology resources.
Continuing Education Information
Continuing Education credit for the ADFP 4th Annual Retreat is currently pending. It is anticipated that attendees who participate in all Annual Retreat sessions will be eligible to earn at least 10 Continuing Education credit hours for CFP and/or CDFA. To earn CE credit for each session, attendees must be on-screen via their webcam for the duration of each session and complete the post-session survey for each session they attend.
ADFP is the preemminent membership-based, professional association for divorce financial planning practitioners and is devoted to promoting excellence in and awarness of the divorce financial planning profession. The ADFP Virtual Annual Retreat provides practitioners an unparralled educational opportunity covering relevant, cutting-edge topics and led by renowned industry experts
Join us online!
Premise is a case study, which is discussed Day 1, followed by expert presentations on issues related to the case study on Day 2 and Day 3.
Full list will be posted on ADFP website as presenters are announced.
Member pricing: $325 with early-bird of $275 through August 14, 2023.
Non-member pricing: $475. Non-members can join ADFP for the remainder of 2023 for $125 and receive member pricing for the virtual retreat.