ADFP Conference Prepares Divorce Practitioners for Lifestyle Valuation Analysis and College Planning

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The Association of Divorce Financial Planners (ADFP) is offering divorce practitioners an unmatched education in Lifestyle Analysis and Valuation as well as College Planning for Divorce at its upcoming ADFP Conference, being held September 21-22, 2012, in Rye Brook, New York. The 10th annual conference, convening at the prestigious Doral Arrowwood Resort, will tackle these and other critical and often overlooked elements of divorce financial planning to help attendees take their practices to the next level.

This year’s ADFP Conference will absolutely deliver on its mission to help participants ‘Unlock the Potential’ of their individual practices.

The Association of Divorce Financial Planners (ADFP) is offering divorce practitioners an unmatched education in Lifestyle Analysis and Valuation as well as College Planning for Divorce at its upcoming ADFP Conference, being held September 21-22, 2012, in Rye Brook, New York. The 10th annual conference, convening at the prestigious Doral Arrowwood Resort, will tackle these and other critical and often overlooked elements of divorce financial planning to help attendees take their practices to the next level.

On Friday, September 21, Joan Lipton, CPA/ABV, CFF, PhD and Jean Han, CPA/ABV, CFF, JD, from top U.S. accounting firm ParenteBeard, will coach participants on performing Lifestyle Analysis and Valuation in the context of a divorce proceeding. Both experts in handling the most complex types of valuation engagements, they have performed extensive valuation consulting services, forensic accounting and litigation support in connection with matrimonial matters, arbitration and mediation. This workshop will offer key valuation analysis tools as well as discuss factors affecting relevant time periods and adjustments. Attendees will benefit from presentation of several hybrid cases including complicated issues such as largely fluctuating income, irregular lifestyle expenses and major expenditures, report preparation and preparing for cross-examination.

“This year’s ADFP Conference will absolutely deliver on its mission to help participants ‘Unlock the Potential’ of their individual practices,” said Lili Vasileff, President of ADFP. “It offers unrivaled examination of critical components in divorce financial planning in a format that both seasoned and new practitioners can use to catapult their value proposition to millions affected by divorce.”

Conference attendees will also hear an exclusive presentation on College Planning and Divorce by leading divorce financial planners Amy Whitlatch, CFP, CDFA and Kevin Worthley, CFP, CDFA. Ms. Whitlatch and Mr. Worthley will provide immeasurable insight on numerous ways that divorce complicates college planning and how it affects financing and eligibility for financial aid. They will share financial aid calculations and discuss how aid is awarded, how this changes in a divorce situation, and offer tips to increase aid eligibility or avoid mistakes that reduce aid. The esteemed speakers will offer tax planning assistance as it relates to college financing and will help divorce practitioners incorporate college planning into the larger financial picture to meet client goals.

In addition to these focus presentations, conference attendees will hear from experts on topics including advanced case studies in divorce taxation, presenting analytical findings to clients, complications of same sex divorce, the role of the financial expert in divorce cases, trends in alimony and more. The pre-conference ADPF University on September 20 features additional course offerings on tax returns, bankruptcy, building and growing a divorce financial planning practice, estate planning and software tools.

There are only three weeks left to register for this extraordinary educational event. Both ADFP members and non-members are encouraged to attend, and discounted rates are available for members. For a complete agenda and registration information, visit the ADFP website at http://www.divorceandfinance.org.

About the Association of Divorce Financial Planners

The ADFP is an interdisciplinary association of professionals who research and analyze personal and business financial issues as well as tax implications related to divorce. The association develops outreach programs, training opportunities and continuing education to financial practitioners, allied divorce professionals and the general public. The organization is a key role player in policy making regarding divorce financial issues and holds members to high standards in professional and ethical protocols in the U.S., Canada and other countries. For more information, please visit http://www.divorceandfinance.org.

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