Chapters

Chapter meetings and events are a great opportunity to meet with colleagues, share best practices, learn something new and generally stay current with what is going on in your profession. Come prepared to contribute so you can give as well as take. Click on state name to locate the nearest chapter.

No chapter nearby? The ADFP is establishing local chapters throughout North America. If you are interested in establishing a chapter in your area, please call us at 888-838-7773 or click here.

Connecticut

Connecticut Chapter

Director:
Lili Vasileff, Brenda Catugno

The CT Chapter will be holding quarterly meetings throughout 2014. Our next meeting will be announced soon.  Bring your own brown bag lunch. Cost: $10 ADFP Members, $15 Non-members

This meeting is hosted by Chapter Chairs Lili Vasileff and Brenda Catugno. To RSVP or for more information, contact Brenda at brenda@brendacatugno.com or (203)644-0377.

Rhode Island

Southern New England Chapter

Director:
Paul Capuzziello

ADFP SNE Meetings will generally be held bi-monthly. The next meeting will be announced shortly. Those interested in further information about the chapter should contact Paul Capuzziello at (401) 334-0570 (email: paul.t.capuzziello@ampf.com).

Tennessee

Tennessee Chapter

Director:
Rosemary Frank, MBA, CDFA™

ADFP TN Chapter Meetings are held from 2-4 pm in Brentwood, TN on the second Friday of every odd numbered month. If you have questions or wish to RSVP, you may reach Rosemary Frank at rosemary@rosemaryfrank.com or by phone, 615-595-6850.

Ohio

Ohio Chapter

Director:
Susan A. Moussi, CPA, CFP®, CDFA™, Amy L. Whitlatch, CFP®, CDFA™

The ADFP OH Chapter Meetings generally take place in Columbus but that is subject to change based on attendance. Meeting dates to be announced soon. We meet from 9:30 AM – 1:30 PM. Lunch is available for a charge.http://www.ohiodivorcefinance.com/

Massachusetts

Greater Boston Area Chapter

Director:
Chris Chen, CFP®, CDFA™

ADFP GBA Chapter Meeting. The next ADFP Greater Boston Chapter Meeting will be announced soon, and will be held from 12:00 PM to 2:00 PM (EST). Wakefield MA. 301 Edgewater Dr., #200, Wakefield, MA 01880.

New York

Suffolk Chapter

Director:
Maria T. Carrara CPA, CDFA™

ADFP Suffolk Chapter Meetings are generally held from 8:30am to 10:30am Upcoming meetings are listed below, and speakers will be announced shortly. 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.

Chapter Meetings scheduled in 2014:

  1. Tuesday Feb 18 at 8:30am
  2. Tuesday March 25 at 8:30am 
    The speaker will be Perry Shulman, CPA - speaking about "Net investment income tax" and how it affects your divorcing clients... Will it apply to the sale of their home and investments?
  3. Tuesday April 22 at 8:30am
  4. Tuesday May 13 at 8:30am
  5. Tuesday Oct 14 at 8:30am
  6. Tuesday Nov 18 at 8:30am

Northern Greater New York Metro

Director:
Andrew Samalin, CFP®

ADFP NGNYM Chapter Meetings:
The chapter meetings are generally held the third Wednesday from 12 noon to 1:30 at the offices of SI Council, 297 King Street, Chappaqua, NY 10514. For more information or with questions please contact ADFP@DivorceAndFinance.org.

Nassau Chapter

Director:

ADFP Nassau Chapter Meetings:
ADFP Nassau Chapter Meetings will be announced soon.  Please contact ADFP@DivorceAndFinance.org or call 888.838.7773 with inquiries.

Greater New York Metro Chapter

Director:
Stacy Francis, CFP®, CDFA™, Cynthia Anderson Thompson, MBA, CDFA™

2013 ADFP GNYM Chapter Meetings are held every other month on the second Wednesday of the month from 8:00AM – 9:30AM at Annie Moore's - 50 E 43rd St, New York, NY 10017 . Please mark your calendars for 2014.

Registration fee - $30

Illinois

DivorceIllinois, Illinois Chapter of the Association of Divorce Financial Planners

Director:
Chapter President, Peggy Tracy, CDFA™, CFP®, CFE, Chapter Treasurer, Deb Aurand, CDFA™, CPA , Director Membership, John Sullivan, CFP®, ChFC, CLE, CDFA™, Cathy Belmonte Newman, CDFA™, John Maguire, CDFA™, Lisa B. Tang, CDFA™

ADFP IL Chapter Meetings are held on the second Friday of February, May & September from 8:30 AM to 11:30 AM

If you have questions, require more information, or would like to RSVP please visit www.DivorceIllinois.org or Peggy Tracy, Chapter President at 630-682-8540, or Pam Humbert, ADFP Administrative Assistant, 888-838-7773 ADFP@DivorceAndFinance.org.

California Chapter

Director:
Jerry Cohen, CPA/PFS, CFF, ChFC, CDFA™, Kathleen M. Faulkner, CDFA™

ADFP CA Chapter Meetings are held in northern California (Pleasanton) on the 4th Saturday of January and in southern California (Burbank) on the 4th Saturday of July, from 10:00 a.m. to 4:00 p.m.

Cost:

  • $55 for ADFP Members - "Early Bird" rate
  • $65 if postmarked after deadline
  • $65 for Non-Members

E-mail the Registrar or Chapter Director for Registration Form:

Registrar - Jerry Cohen @ mailto:jcohen@cdfplanning.com 
Facilitator - Kathleen Faulkner @ mailto:kathleenfaulkner@sbcglobal.net

California

California Chapter

Director:
Jerry Cohen, CPA/PFS, CFF, ChFC, CDFA™, Kathleen M. Faulkner, CDFA™

ADFP CA Chapter Meetings are held in northern California (Pleasanton) on the 4th Saturday of January and in southern California (Burbank) on the 4th Saturday of July, from 10:00 a.m. to 4:00 p.m.

Cost:

  • $55 for ADFP Members - "Early Bird" rate
  • $65 if postmarked after deadline
  • $65 for Non-Members

E-mail the Registrar or Chapter Director for Registration Form:

Registrar - Jerry Cohen @ mailto:jcohen@cdfplanning.com 
Facilitator - Kathleen Faulkner @ mailto:kathleenfaulkner@sbcglobal.net