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Newsletters
News HighlightsSeptember 2012
Aug 201210th Annual Conference: Unlock The Potential….(to view entire article click here) ADFP Conference Specials….(to view entire article click here) Attention Conference Attendees Interested in Establishing Local Chapters….(to view entire article click here) 2012 Conference Agenda….(to view entire article click here) Split Decisions When clients divorce, planners must tread lightly to avoid taking sides. By Donald Jay Korn. A fundamental fact of divorce is that it realigns relationships. When their clients divorce, financial planners must ….(to view entire article click here) What Does a Divorce Financial Planner Bring to the Table? By Stacy Francis, CFP®, CDFA™. You entered this profession to make a difference, be challenged, and have a fantastic career. While you have been trundling along day to day doing your normal work with clients, you may have missed an amazing opportunity ….(to view entire article click here) ADFP News: Just a reminder- the ADFP Newsletter is only a short briefing. Please visit www.DivorceAndFinance.org for more information! ADFP Tennessee Chapter Meeting The ADFP Tennessee Chapter will be ….(to view entire article click here) ADFP Members to Participate in International Academy of Collaborative Professionals Annual Forum. Amy L. Whitlatch, CFP®, CDFA™ will be co-presenting a workshop at the International Academy of Collaborative Professionals Annual Forum 10/19-10/21 at the Palmer Hilton in Chicago ILL. The idea of "Grand Round for Collaborative Practitioners" is to present a session that models the grand rounds of a….(to view entire article click here) Continuing Education News ADFP Approved as a CPE-Sponsor for Webinars ADFP is pleased to announce that the National Association of State Boards of Accountancy (NASBA) has approved ADFP as a CPE-Sponsor for Group Internet-Based workshops (webinars). This means that, in addition to the Association's ability to offer CPE credits for live workshops (such as those at our Annual Conference and chapter meetings), we are also able to award CPE credits to….(to view entire article click here) New ADFP Chapter Development Drive. Are you looking for additional support from your peers in the industry but just aren't sure where to turn? Are you looking for a network of professionals to share practice management and marketing ideas with along with improving your technical expertise? Are you motivated to see….(to view entire article click here) Request for Case Studies. At last year's annual conference, the final session focused on various challenges with actual divorce cases. The entire audience participated in problem solving the cases and some exceptional solutions were shared that we all learned a great deal from. Due to the popularity of….(to view entire article click here) ADFP to Co-Sponsor National Meeting of Academy of Professional Family Mediators. Following on the heels of our Annual Conference (September 20-22) the newly formed Academy of Professional Family Mediators (APFM) will be having its Founding Conference in North….(to view entire article click here) Other Divorce News: ….(to view entire article click here) July 2012A CALL TO OFFER YOUR SUGGESTIONS FOR EDUCATION: The ADFP encourages all of you, our membership, to suggest ideas for webinars and continuing education ….(to view entire article click here) 2012 Annual Conference Sept 21 & 22 at the Doral Arrowwood Resort ADFP University Sept 20 Content & Early Bird Specials. This year marks the 10th annual conference for the ADFP. It has been an amazing….(to view entire article click here) May 20122012 Annual Conference Sept 21 & 22 at the Doral Arrowwood Resort ADFP University Sept 2 Content & Early Bird Specials: This year marks the 10th annual conference for the ADFP. It has been an amazing... (to view entire article click here) When the 20-Year Ditch Replaces the Seven Year Itch - Dividing Annuities By Ginita Wall, CPA, CFP®, CDFA: Many older clients have purchased variable annuities... (to view entire article click here) Divorce Financial Planners: Seven CERTIFIED FINANCIAL PLANNER® professionals in Vancouver, British Columbia, Canada have joined forces to bring the benefits of financial expertise and financial planning to divorcing couples and their professional advisors... (to view entire article click here) The Start Over Smart Experience: The Divorce Expo: "Start Over Smart" conference in New York City on March 31 & April 1 was a first class event for the public to... (to view entire article click here) Northern Greater New York Metro Chapter Meeting May 16th Save the Date! The next meeting of the newly formed Northern Greater New York Metro Chapter will... (to view entire article click here) New ADFP Chapter Development Drive Are you looking for additional support from your peers in the industry but just aren't sure... (to view entire article click here) ADFP Greater Boston Area Chapter The next ADFP GBA Chapter Meeting The next ADFP Greater Boston Chapter Meeting will be held on Thursday, June... (to view entire article click here) ADFP Greater New York Metro 2012 ADFP GNYM Chapter Meetings will be held from 8:00 a.m. to 9:30 a.m. at the Benjamin Steak House... (to view entire article click here) Organizational Meeting for an ADFP Nassau Chapter An Organizational meeting for an ADFP Nassau Chapter is being held June 13 from 8 - 9:30... (to view entire article click here) ADFP to Co-Sponsor National Meeting of Academy of Professional Family Mediators Following on the heels of our Annual Conference (September 20-22) the newly formed Academy of Professional Family Meddiators (APFM)... (to view entire article click here) AICPA/AAML Conference on Divorce Date: May 10 - May 11, 2012 Location: Aria Resort & Casino Las Vegas, NV Recommended CPE Credit: 18 (main), 3 (optional) Pre-Conference: May 09 The 2012 AICPA/AAML National Conference on Divorce is a comprehensive... (to view entire article click here) ADFP Ohio Chapter Meetings The remaining ADFP OH Chapter Meetings will be: Friday June 1, 2012, Friday August 3, 2012, & Friday November 2, 2012. Generally they take place in Columbus... (to view entire article click here) Request for Case Studies At last year's annual conference, the final session focused on various challenges with actual divorce cases. The entire... (to view entire article click here) April 2012Let's Make a Plan." CFP Board eNewsletter, March 2012: March to Financial Success On the following page: http://www.cfp.net/enewsletter/March2012.html From CFP Board Ambassador JT Hatfield Smith, CFP® Financial Planning for Couples Who Are Not Married... (to view entire article click here) The New ADFP Greater Boston Area Chapter Meeting Notes: April 5, 2012 ADFP Conference News - Save the Date As a follow-up to last month's announcement, this year's annual conference will be held September 20-22 at the Doral Arrowwood in Rye Brook, New York. This is the... (to view entire article click here) ADFP Northern Greater New York Metro Chapter The next ADFP NGNYM Chapter Meeting will be Wednesday, May 16th... (to view entire article click here) ADFP Greater New York Metro 2012 ADFP GNYM Chapter Meetings will be held from 8:00 a.m. to 9:30 a.m. at the Benjamin Steak House... (to view entire article click here) Organizational Meeting for an ADFP Nassau Chapter An Organizational meeting for an ADFP Nassau Chapter is being held June 13 from 8 - 9:30, at the Marcum, LLP Offices... (to view entire article click here) Family Law Software Webinar Series: 6-Module Training and Certification Program... (to view entire article click here) Update from the Education-VP - Many ADFP-CDFA members have been asking for help in reporting... (to view entire article click here) AICPA/AAML Conference on Divorce Date: May 10 - May 11, 2012 Location: Aria Resort & Casino Las Vegas, NV Recommended CPE Credit: 18 (main), 3 (optional) Pre-Conference: May 09... (to view entire article click here) ADFP Ohio Chapter Meetings The remaining ADFP OH Chapter Meetings will be: Friday June 1, 2012 and... (to view entire article click here) March 2012Divorce Financial Planning is not your "Usual" Financial Planning! by Amy Whitlatch Two recent events have caused me to think more deeply about the difference between Divorce ...(to view entire article click here) Greater New York February Chapter Meeting Review by Cindy Thompson The Greater New York Chapter of the ADFP's most recent meeting was held ...(to view entire article click here) ADFP 2012 Conference News - As a follow-up to last month's announcement, this year's annual conference will be held September 20-22 at the Doral Arrowwood in Rye Brook, New York. This is the ...(to view entire article click here) New York City is getting its very first Divorce Expo! Start Over Smart: A Modern Divorce Expo-the must attend ...(to view entire article click here) February 2012 “ADFP Updates”1. Direct Reporting of CEUs to IDFA. We are delighted to inform you that IDFA will begin processing en masse CEUs for our mutual members who attend our annual conference. We will ...(to view entire article click here) 2. I invite ADFP members who are also FPA members to contribute to their divorce community blog and to contribute articles to their blog site. ADFP/FPA members are invited ...(to view entire article click here) 3. Lili Vasileff, President of the ADFP, is Member of the Advisory Board of Start Over Smart Expo and has secured for free of charge, the ADFP as an exhibitor with our booth at the Expo event. Start Over Smart Divorce Expo is offering exhibitor opportunities to ADFP practitioners based on exclusive geographic territories and you can find out more at www.startoversmartny.com. Tickets are on sale and is a great event for clients to attend as well. 4. Dates have been set for ADFP's 10th Annual Conference, September 20th - 22nd, 2012. Last year our dedicated volunteers created an exciting, informative program that was enjoyed by all. You too can make a difference! We cordially invite you ...(to view entire article click here) 5. The National Association of Personal Financial Advisors (NAPFA) and the Association of Divorce Financial Planners (ADFP) are establishing a relationship to share ...(to view entire article click here) January 2012Save the Date! ADFP 10th Annual Conference to be held September 20th – 22nd, 2012...(to view entire article click here) 2012 Board of Directors Elected Lili Vasileff, President, Carl Palatnik, Executive Vice President, Susan Moussi, Treasurer, Amy Whitlatch, VP Membership, Kevin Worthley, VP Education, Andy Samalin, Editor-in-Chief, ADFP News, Mike Bean, VP Chapter Development. At Large: Dan Caine, Jerry Cohen, Bill Donaldson, Cinda Jones, Ken Neumann & Stephanie Maloney...(to view entire article click here) Carl Palatnik, ADFP Executive VP to speak at Divorce Illinois Meeting. ADFP’s mission and vision, Q & A...(to view entire article click here) Divorce: You’ve Got to Know When to Fold 'Em Article by Ginita Wall. A bad marriage is like a game of ...(to view entire article click here) Direct Reporting of CEUs to IDFA We are delighted to inform you that IDFA will begin ...(to view entire article click here) Markel Cambridge Alliance writes professional liability policies for divorce financial consultants as well as registered investment advisors. They are offering ADFP members a 5% discount on their premiums... (to view entire article click here) November 2011ADFP 9th Annual Conference Re-Cap Our ninth annual conference of 2011 entitled “Treat Yourself First – Advance Your Skills was a resounding success. Over 120 attendees from across the US, Canada, and the UK enjoyed.... (to view entire article to click here) Article About ADFP and This Year's Pioneering Award in Financial Planning Magazine For the past several years, representatives of the financial media have attended and covered our annual conference. Financial Planning Magazine published an article about this year’s Pioneering Award Honorees, Dan Caine and Wendell Smith... (to view entire article go to, http://www.financial-planning.com/news/family-law-software-adfp-pioneer-award-2675268-1.html) Clients’ divorces pose big risk for advisors. Third-party specialists may be best bet for spouses and their significant advisors... (to view entire article click here) ADFP Members Jerry Cohen, Cinda Jones and Lili Vasileff Featured Speakers at 2011 FPA Conference... (to view entire article click here) Inaugural Boston Chapter Meeting – November 10th ... Chris Chen will be hosting the Inaugural Boston Chapter meeting on November 10th...(to view entire article click here) The ADFP is Now Social! The Association of Divorce Financial Planners is now forming a presence on social media. We have a LinkedIn Account and a Facebook Page...(to view entire article click here) June 2011ADFP Working Together with NAPFA and FPA. As part of our efforts to broaden and deepen benefits for our members, we are building strategic affiliations with the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). We are pleased to explore meaningful synergies between organizations and will be announcing news as it develops. ....(to view entire article click here) April 2011Behavioral Finance and Life Insurance: Emotions play a significant role in life insurance decisions By Justin Reckers and Robert Simon. There is one reason to buy most insurance products: aversion to loss. More specifically, aversion to a substantial loss. Term life insurance is what we call....(to view entire article click here) Divorce and Property Casualty Insurance By Linda Graef Jones. The process of divorce is often stressful and complicated. It requires each spouse to focus on multiple issues, all of which require the parties to make important and long lasting decisions. One issue that is key, but often left to last or forgotten entirely, is how to properly handle....(to view entire article click here) February 2011Upcoming Family Law Software Webinar Series: 6-Module Training and Certification Program ....(to view entire article click here) News from the ADFP Board: January 28, 2011 By: Lili A. Vasileff, President Board of Directors Approves New Mission Statement ....(to view entire article click here) Membership Changes Coming to the ADFP By: Amy Whitlach, CFP®, CDFA™. In following our mission, a group of member volunteers worked diligently over the past 18 months to create specific definitions that were approved by the Board of Directors last November. These definitions, ....(to view entire article click here) Webinar - ON-LINE MARKETING Focus on LinkedIn February 22, 2011. This webinar is the first of three (3) follow-up ....(to view entire article click here) Upcoming Marketing Webinars: March 22: How Blogging and April 26: How e-Newsletters ....(to view entire article click here) Family Law Software Webinar Series - Great News! Two Ways to Complete the Entire Series For those of you who missed Dan Caine's excellent presentation on Real Estate Transactions, we have great news! ....(to view entire article click here) Additional ADFP NewsSeptember 28, 2009Challenges of Divorce in Today's Economy Another Great Success! Our seventh annual conference was a wonderful first full two-day conference, which drew close to 90 attendees from 14 states. The geographical diversity of representation is a key force in ADFP's growth and push to develop local chapters in every state. California is our newest chapter with a potential for 20 more within this next year. We were very pleased to welcome our international peers from the Netherlands*, whom we will help promote and support the concept and delivery of divorce financial planning services in their country. ....(to view entire article click here) Why We are Requiring Divorce Financial Planners to Attend Sessions on Practice and Professional Standards We have been working hard putting together materials to help standardize the divorce financial planning process and also to elevate the level of professionalism in the field. We plan on rolling out a beta version of an "ADFP Report" at these sessions. ....(to view entire article click here) June 11, 2009New Feature on DivorceAndFinance.org As most of you know, our website www.DivorceAndFinance.org is highly ranked with the search engines for important keyword phrases such as "divorce financial planner" and "divorce financial planning." ....(to view entire article click here) May 12, 2009Pauline Tesler & Peggy Thompson Named 2009 Pioneering Award Recipients. The ADFP is proud to announce this year's recipients of its prestigious Pioneering Award: Pauline Tesler and Peggy Thompson, co-founders of the interdisciplinary collaborative divorce method. ....(to view entire article click here) Join the ADFP!Interact with Other Divorce Planners and Allied Divorce Professionals in Your Area! Help Start a Local Chapter! Get Involved at the Local Level! Aside from the opportunity to become intimately involved with a professional association whose primary mission is to promote the divorce financial planning profession, ....(to view entire article click here) Where Does My Money Go?The ADFP is a 501(c)(6) not-for-profit professional association. All Board of Directors members, Chapter Directors and Committee members, including members of the 2008 ADFP Conference Committee, who worked tirelessly to put together our best program ever, operate on a completely voluntary basis. ....(to view entire article click here) What the ADFP is and What It is Not (An excerpt from a working draft of the ADFP Chapter Organizational Manual)August 3, 2008Where Should Someone Go If They're Looking For a Financial Pro to Help Them With Their Divorce? According to this month's Newsweek magazine, the answer is the ADFP website, www.DivorceAndFinance.org, which also features Stacy Francis, Co-Director of Greater New York Metropolitan (GNYM) area chapter. ...(to view entire article click here) |
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