I’ll discuss the little-known tools of the trade that can be helpful in dealing with high net worth clients going through divorce and also focus on the specialized knowledge and advanced-level skills financial planners need to best serve these clients.
EAST NORTHPORT, NY (PRWEB) September 10, 2014
The subject of Ms. Vasileff’s presentation, slated for Wednesday, October 15, is “How to Work with High Net Worth Clients.” “I’ll discuss the little-known tools of the trade that can be helpful in dealing with high net worth clients going through divorce,” she explained. “I’ll also focus on the specialized knowledge and advanced-level skills financial planners need to best serve these clients.”
“Ms. Vasileff is invested in our members learning how to position themselves as financial experts in areas that directly impact the future lifestyle and well-being of the client,” said Andrew Samalin, president of the ADFP. “With her years of experience and interdisciplinary knowledge of legal and financial issues, she is the ideal person to teach these skills.”
Lili Vasileff is a Certified Financial Planner™ professional, Certified Divorce Financial Analyst® and Registered Investment Advisor. In her private practice, Divorce and Money Matters LLC, she specializes in divorce financial planning and investment advisory services for divorcing individuals and couples. She is co-founder of the ADFP and served as its president for more than 11 years and continues her involvement as President Emeritus and member of the Board of Directors. Ms. Vasileff received the 2013 ADFP Pioneering Award recognizing her outstanding contributions in the field of divorce financial planning.
Ms. Vasileff is co-author of “The Ultimate Divorce Organizer: The Complete Legal and Financial Guide to Divorce”. She has been published in the Journal of Financial Planning and Divorce Magazine, as well as quoted in SmartMoney Magazine, Working Mother Magazine, the Wall Street Journal and the New York Times Sunday Business Section, among others.
The 2014 Catalyst Conference at the Westin San Diego includes the ADFP Pre-Conference Institute on October 13 followed by two days of conference programming on October 14-15. The ADFP has also added one day of joint sessions with the Academy of Professional Family Mediators (APFM) on October 16 at the Coronado Island Marriott Resort & Spa. The annual Catalyst Conference offers comprehensive divorce financial planning education and the opportunity to network with leading divorce financial planning professionals. Continuing education (CE) credits are available for financial planners, accountants and CDFAs. Both ADFP members and non-members are welcome. For a complete agenda and online registration, visit the ADFP website, http://www.divorceandfinance.org or call 888-838-7773.
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, and training and continuing education opportunities for financial practitioners, allied divorce professionals and the general public. The organization plays a key role in policy making regarding divorce financial issues. The ADFP holds its members to high standards in professional and ethical protocols in the U.S., Canada and other countries. Comprehensive information on the ADFP can be found at http://www.divorceandfinance.org.