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.
Virtual (Zoom link provided to registrants in advance of retreat)
$290 for ADFP members
$340 for non-members