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Association of Divorce Financial Planners Offers One-Day ADFP University in Conjunction with the 11th Annual ADFP Conference in Chicago
  • USA - English


News provided by

Assoc. of Divorce Financial Planners

Jul 30, 2013, 08:00 ET

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East Northport, NY (PRWEB) July 30, 2013 -- The Association of Divorce Financial Planners has finalized the course offerings for the 2013 ADFP University on September 19 at the Chicago Hilton/Magnificent Mile Suites. The one-day ADFP University is held in conjunction with the 11th Annual ADFP Conference, September 20-21. ADFP University covers material that gives both new and experienced practitioners a solid foundation in the basics of divorce financial planning.

When planning the courses for the 2013 ADFP University, we focused on content that will provide divorce financial planners with useable information

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“When planning the courses for the 2013 ADFP University, we focused on content that will provide divorce financial planners with useable information,” said Andrew Samalin, president of ADFP. “The wide range of topics allows participants to customize the learning experience to fit the needs of their individual practices.”

Attendees can register for up to four of the twelve course offerings, most of which provide Continuing Education (CE) credits. Presenters and topics featured at this year’s ADFP University include:

Wendy Drefahl, president of WFA Econometrics Corporation, presenting two sessions on Qualified Domestic Relations Orders (QDROs). One session covers Pension Basics and a second covers advanced issues in the distribution of retirement funds to former spouses. The advanced session will cover issues related to distributions from lesser understood government pensions, railroad retirement, and military retirement benefits.

Two sessions during the day will focus on what divorce financial planners need to know about forensic document investigation. Linda Spencer, CGA, M.S., president of L S Spencer and Associates, will provide information on Handwriting Analysis. She is a noted lecturer on handwriting analysis and behavioral profiling. Warren Spencer, CGA, CFE, also of L S Spencer and Associates, will share insights on Forgeries and Questionable Documents. He is a certified fraud examiner who specializes in investigations involving handwriting.

Brandi Ruffalo, MBA, AVA, president of The Business Development Company, outlines important information on Business Valuations and Computer Forensics. Ms. Ruffalo is an expert in business valuations for divorce litigation. Her clients range from small family-owned businesses to large privately held entities.

Vik Rajan, a co-founder of phoneBlogger.net and a partner in Practice Marketing, Inc., helps financial advisors and other professionals market their expertise, within the guidelines of their specific professions. During two dynamic sessions focused on business growth, Mr. Rajan will cover Social Media-Linked In Marketing, Practice Management and Blogging for Referrals.

Other presenters and their topics include Steve Anderson on Estate Planning Pitfalls after Divorce; a discussion of Personality and Behavior Disorders with Danette Perry; information on the Role of the Corporate Fiduciaries in Divorce from Nancy Hermann; and thoughts on Health Insurance under Obamacare by Sheila Mack.

Participants in the pre-conference ADFP University are also invited to register for the 11th Annual ADFP Conference September 20-21. The two-day conference will feature presentations by thought leaders in divorce financial planning. Participants can expect to learn about emerging trends, best practices and tips on marketing to divorce professionals and clients. Among the highlights of this year’s conference are presentations on uncovering fraud in divorce, same sex issues, information on the Taxpayer Relief Act and expert witness enactment.

The 11th Annual ADFP Conference is being held at the Chicago Hilton/Magnificent Mile Suites. The three-day agenda 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. Discounted rates are available for early registration through July 31 and for ADFP members. For a complete agenda and online registration, visit the ADFP website, http://www.divorceandfinance.org or call 888-838-7773.

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, 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.

Andrew Samalin, Assoc. of Divorce Financial Planners, http://www.divorceandfinance.org, 888-838-7773, [email protected]

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