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The Association of Divorce Financial Planners (ADFP) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com.


Newsletter for June, 2011

Workshops and Webinars

Family Law Software Webinar Series:
6-Module Training and Certification Program
Presenter: Dan Caine, MBA, JD, President, Family Law Software

Tuesday, July 12, 2011: Real Estate Transactions. Mortgages, sales, refinancing, separate property, short sales, sale and purchase of new residence, using refinancing to achieve property equalization. Cost: $69/module ($59 for Members). $369 ($319) for the entire series, if initially purchased as a package. Modules can be taken in any order. Family Law Software, Inc. will also be offering a new certification in Family Law Software for those who complete the program and pass a certification exam. Cost for certification exam and grading: $129 ($119 for Members). Entire program purchased as a package (includes all 6 modules, recordings and visuals and one certification exam: $485 ($425 for Members). For Registration Information Click Here


On-Line Marketing Webinar Series

Presenter: Vik Rajan, founder of CoGrow's PracticeMarketingAdvisors.com, author of "365 Marketing Thumb-Rules" and voted a "Top 40 Under 40 Rising Star" by Long Island Business News.

"I found Vik's webinar very helpful in understanding this whole new world (to me) of web marketing. Many of the things Vik talked about I had heard of before, but did not understand. After the webinar I feel as though I received a solid crash course on what I need to be aware of in web marketing and some good - actionable - ideas to begin to tackle it." ~ Heidi L. Hanson, CFP®

"It is so important to discipline ourselves to stay focused on marketing our business. When I saw the promotional email for Vik Rajan's webinar for best practices in "Seminar Marketing," I immediately signed up. The webinar was great! Vik did an excellent job of facilitating a lively discussion on how to successfully market through seminars and I picked up great tips that I can use in marketing my business." ~ Linda Ursin, Esq.

"Vik's webinars have been extremely informative and he "breaks things down" so that listeners don't get overwhelmed. For anyone wanting to move more into the social media sphere, these webinars are an excellent way to get started." ~ Erika Penner

How On-Line Marketing Leads to Better Referrals
Cost: $49 ($39 for ADFP members)

Highlights:

  • Blogging to brand your expertise
  • LinkedIn to develop peer & referral relationships
  • Using Facebook appropriately & ethically
  • Offering value & capturing info on your website
  • Time management to keep this all productive.

Purchase recording and visuals Now!
Member
Nonmember

On-Line Marketing, Part 2: Focus on LinkedIn

This webinar is the first of three (3) follow-up presentations to How On-Line Marketing Can Lead to Better Referrals. These webinars allow participants to delve more deeply into various social networking techniques.

Cost: $49 ($39 for ADFP members)

Highlights: How using LinkedIn status updates, groups, and people search leads to referrals, introductions, testimonials and other word-of-mouth marketing. The webinar will walk you through profile set-up, adding contacts from your database, finding referral sources and joining and starting groups.

Purchase recording and visuals Now!
Member
Nonmember

On-Line Marketing, Part 3: Focus on Blogging
Cost: $49 ($39 for ADFP members)

Highlights: How Blogging and new web content support referral marketing and search engine results. See also the "20 Blog Article Topics" in the January 26th PowerPoint. This webinar walks you through the free set-up of a blog, posting articles and encouraging interaction.

Purchase recording and visuals Now!
Member
Nonmember

On-Line Marketing, Part 4: Focus on e-Newsletters
Cost: $49 ($39 for ADFP members)

Highlights: How e-Newsletters remind referral sources, prospective and current clients about your expertise. This webinar will walk you through creating a quick newsletter from your blog website and promoting it through LinkedIn and Facebook groups and status updates.

Purchase recording and visuals Now!
Member
Nonmember

News From The ADFP Board of Directors

ADFP 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 date, Jerry Cohen, CA Chapter Director, Cinda Jones, PR & Marketing Committee Chairperson, and Lili A. Vasileff, President, are invited to present a panel discussion at the National Financial Planning Association's Annual Conference in San Diego this September. The FPA is encouraging community building and we will help raise awareness of and recognition for divorce financial planning practitioners. Lili also was invited by the FPA to be a monthly columnist for their website (www.fpanet.org) on consumer education on the subject of divorce. She joins FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, MSF, from Miami for a 12 month series of articles. We will keep you up to date as these relationships grow. For more information, please visit either www.fpanet.org or www.napfa.org.


ADFP Help Wanted

Communications Liaison:

The ADFP is looking for a Communications Liaison to Communicate with the Board and Committee chairs as well as set up conference calls and webinars using MeetingWizard.com and FreeConference.com. No technical skills required. Contact John S. Patsy at john.patsy@lpl.com for more information.

Conference Committee

The ADFP conference committee is looking for members to help organize your 2011 conference. The September 2010 conference in New York was a big success and we are looking to make the 2011 conference even better. We are looking for volunteers to help with organizing Topics and Speakers, Exhibitors and Sponsors, Agenda and Logistics, and promoting the conference. Please contact Jerry Cohen at jcohen@cdfplanning.com for more information.

New ADFP Webmaster

Linda Katz (info@divorceplanningassociates.net) has volunteered to serve as our new Webmaster. Please submit all web page updates, information about what you've been up to, information about upcoming meetings, etc. to her, and she will get these posted ASAP! Thank you Linda!

There are lots of other opportunities to help out and help make our organization even better. If you are able to volunteer, please let John Patsy (john.patsy@lpl.com), our Matchmaker, know!

We encourage our readers to submit articles, events, suggestions, etc. on relevant topics. Please email our Editor-In-Chief, Andrew Samalin at Andrew.Samalin@SICounsel.com for details.

Divorce in the News

ADFP News:

ADFP CA Chapter:
2011 ADFP CA Chapter Meetings are held from 10:00am to 4:00pm at the Braemar Country Club, 4001 Reseda Blvd., Tarzana, CA 91357, (818) 708-3087. The next meeting will be held July 23, 2011. For more info contact Susan Campbell at bvfinancial@comcast.net

ADFP LI Chapter:
2011 ADFP LI Chapter Meetings are held from 8:30am to 10:30am and will be held on 6/21, 10/18, & 11/15. Coffee and light breakfast are served. Cost: $15 members, $25 non-members. Meetings are held at the Suffolk County Bar Assoc. in Hauppauge. For directions visit, www.scba.org. If you have questions or wish to RSVP, you may reach Maria Carrara at CarraraM@optonline.net or by phone, 631-776-1308.

ADFP TN Chapter:

2011 ADFP TN Chapter Meetings are held from 9am-Noon in Brentwood, TN and will be held on 8/13, and 11/12. If you have questions or wish to RSVP, you may reach Rosemary Frank at rosemary@rosemaryfrank.com or by phone, 615-595-6850.


The Academy of Financial Divorce Specialists
Financial Divorce Specialist (FDS) Training

The AFDS is offering the Financial Divorce Specialist Course in self-study and in-class formats. The ADFA is a Canadian Institution registered with Industry Canada and fully dedicated to serving their students and Academy members across Canada. Upon completion of the course, you will receive the Financial Divorce Specialist certificate and designation. You will also receive CE Credits and have your name listed on the AFDS website as well. Due to the complexity and extent of the material, those taking the course must have as a prerequisite a recognized financial planning or accounting designation and be a practicing financial professional. Visit www.afds.ca, email info@afds.ca or call 888-893-7526 for more information.


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. We created these profiles as a part of our commitment to increase awareness of our industry and to increase referrals to our members.

In order to make these profiles successful we need to keep them interesting and engaging. Feel free to post interesting articles or blog posts that you have written that will help people going through divorce. Visit each site frequently to help guide people going through divorce (and potential clients!) understand how divorce financial planning can help them. Before you can participate you need to join each community. Below you will find instructions.

NOTE: You must already be in Facebook and LinkedIn to join each group.

LinkedIn
1. Go to www.LinkedIn.com
2. Sign in using your credentials.
3. Go to the search bar on the top, right-side of the screen. Click on the drop-down menu and select "Groups."
4. Then type "Association of Divorce Financial Planners" and you will see it in the list.
5. Select the group and look for the "Request to Join" link.

Facebook
1. Go to www.Facebook.com
2. Sign in using your credentials.
3. In the search bar at the top of the screen, type "Association of Divorce Financial Planners."
4. Click on the word "Like" on the top of the screen. In Facebook you join the community by clicking "Like".

Both the Facebook and LinkedIn groups are open so feel free to invite other professionals and anyone else you think may benefit from the information we are sharing there.

Other Divorce News:

What Divorce Means for Your Taxes

Long Term Care Insurance Gains Attention In Divorce Settlement Negotiations

When Is A Divorce Really Over?

A Hidden Cost of Divorce: College

Event Calendar

Highlited Events:

SAVE THE DATE - ADFP University and 9th Annual Conference 2011
September 22-24

Doral Arrowwood Resort Hotel
Westchester, NY
Stay tuned for details!

June 2011 Event Calendar:

Organization Week 1 Week 2 Week 3 Week 4
Association of Divorce Financial Planners (ADFP)   June 14
Family Law Software Webinar Series: Negotiating Propert Division
June 21
Long Island Chapter Meeting
 
National Association of Personal Financial Advisors (NAPFA)     June 21
Cutting Edge Webinar: State of the Long Term Care Industry
 
Financial Industry Regulatory Authority(FINRA)   June 14
District Compliance Meeting Woodbury, NY

June 14
District Compliance Meeting Stamford, CT
June 21
District Compliance Meeting New York, NY

June 21
District Compliance Meeting Tarrytown, NY
February 22 District Compliance Meeting Kansas City, MO
Society of Financial Service Professionals   June 15
Key Considerations for Trust Ownership of Annuities Web Conference
June 22
It's Time to Talk About Safe Savings Rates for Retirement Web Conference
June 29
Life Insurance as an Asset Class: Case Studies Web Conference
American Bar Association (ABA   June 15
Boilerplate Language for Marital Settlement Agreements Webinar

June 15
Overview and Current Trends in Mediation and Arbitration Webinar
  June 28
Ethical Issued in Elder Law: Getting It Right Webinar
National Association of Estate Planners & Councils (NAEPC)   June 15
Installation Dinner Happauge, NY
June 21
Board of Directors Meeting Middletown, CT
 

Any questions? Comments? Please feel free to contact our Editor-In-Chief Andrew Samalin, CFP® Andrew.Samalin@SICounsel.com.