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.

New York

CDFA Support Group - NY Metro

Director:
Ivy Menchel, CFP®, CDFA™

ADFP's CDFA Support Group - NY Metro

Many of our Metro NYC CDFA’s have asked and we have listened! 

The ADFP is providing CDFA with the opportunity to participate in a monthly support group.  Actual cases will be discussed to develop process, enhance skills and improve client (and our) experiences.  Support groups improve our individu expertise and participation requires a commitment to all other members in the group to attend all meetings to elevate the profession.

Meetings will be held on the third Wednesday of each month.  Details are below:

8:30-9:30am
Ivy Menchel / Family Wealth Planning Partners
570 Lexington Ave – Suite 1600 (between 50-51st Streets)
212.244.4702

RSVP: appreciated but not required

Please bring your own breakfast to the first meeting and as a group we can decide how we would like to proceed.

Looking forward to seeing you then!

 

Suffolk Chapter

Director:
Maria T. Carrara CPA, CDFA™

ADFP Suffolk Chapter Meetings are generally held from 8:30am to 10:30am Upcoming meetings 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.

 

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.

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™

ADFP GNYM Chapter Meetings are held every other month on the second Wednesday of the month from 8:00AM – 10:00AM at Pera Mediterranean Brasserie -  Madison Ave., New York, NY 10017 . Please mark your calendars for 2015.

Registration fee - $30

Greater New York Metro Chapter

Director:
Stacy Francis, CFP®, CDFA™

ADFP GNYM Chapter Meetings are held every other month on the second Wednesday of the month from 8:00AM – 10:00AM at Pera Mediterranean Brasserie -  Madison Ave., New York, NY 10017 . Please mark your calendars for 2015.

Registration fee - $30

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

California

Director:
Co-Directors Jerry Cohen, CPA, CFF, ChFC, CDFA™, and Kathleen M. Faulkner, CDFA™, IAR

ADFP CA Chapter Meetings are held in northern California (Oakland) 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 ONLY IF RECEIVED IN TIME FOR - "Early Bird" rate

·       $65 if postmarked after deadline

·       $65 for NON-MEMBERS OF ADFP

E-mail the Registrar or Facilitator for Registration Form:

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

Connecticut

Connecticut Chapter

Director:
Lili Vasileff, CFP®, CDFA™, Brenda Catugno, CDFA™,CFP®,ChFC

Our 2015 meeting dates 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, CDFA™,CFP®,ChFC and Brenda Catugno, CDFA™,CFP®,ChFC. 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™

The ADFP Greater Boston Chapter meets on the first Thursday of every month* from 12:00 PM to 2:00 PM (EST) at 301 Edgewater Dr., #200, Wakefield, MA 01880.  The main event at most meetings is a professional presentation and discussion relating to an aspect of the divorce process.  Most sessions qualify for Continuing Education credits for CFP®, CDFA & CPA & are ADFP Approved.  There is time before and after our presentation to 'meet & greet' other dynamic professionals, often from vastly different areas.  Bring your ideas, knowledge and lunch!

* Except July, August & October.

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.