Association of Divorce Financial Planners Virtual Retreat 2021

Date and time: 
November 15, 2021 - 11:00pm to November 17, 2021 - 11:00pm
Event type: 
Educational Opportunity

Complicated Nuances of Grey Divorce:  The Perfect Storm?

In this fun, high-energy, focused retreat we will use a case study to tease out a multitude of issues, challenges, nuances within the laws, conflicts of what’s in the client’s best interests, and practice risks we all encounter. Our retreat uses this case study to segue into exceptional presentations from experts on many of the complex case issues in the subsequent days. You will be exposed to profound tactical perspectives and creative strategies that will open the door for learning and building your skill set. We will rapidly shift you into becoming a deep thinker and better communicator. We will help you learn what you must do to move your practice forward and achieve superior execution of your tasks. 

Date: November 17th - 1:00 pm EST to 5:30 pm EST

First Day: INTENSE CASE STUDY AND BREAK OUT GROUPS

WITH IVY MENCHEL, CFP, CDFA AND LILI VASILEFF, CFP, CDFA

Date: November 18th - 1:00 pm EST to 5:30 pm EST

Second Day:  CASE STUDY WRAP UP WITH BREAK OUTS

Presentation:  THE EMOTIONS OF GRAY DIVORCE AND HIGH CONFLICT

By BILL EDDY, LCSW, ESQ. 

Presentation:  Insurance and Appraisals of Intangible Assets

Speaker to be Announced

Third Day:  Presentation:  FINDING INCOME WHERE YOU DON’T EXPECT IT

BY KATHERINE MILLER, ESQ. and MARK DIMICHAEL, CPA, ABV

Presentation:  PANEL: SHARON KLEIN, ESQ - MODERATOR, ELIZABETH BROWN, ESQ, TOM COLIN, ESQ AND DEBORAH WAYNE, ESQ., CDFA.

Each day starts at 1:00 pm EST and ends at 5:30 pm EST with breaks included. Pending several CEUs for CFP, ADFP and IDFA requirements.

 

Location: 

Virtual (Zoom link provided to registrants in advance of retreat)

Contact email: 
cpanther@pantherfinancialplanning.com
Sponsor: 
Association of Divorce Financial Planners
Price info: 

$290 for ADFP members

$340 for non-members