Divorce  Financial Planning
Home Page
Home Page
Conferences
ADFP Member Handbook
Join The ADFP
Chapters
ADFP
Upcoming Events
Webinars
Board Of Directors
Professional Members
Contact Us
Privacy Notice

Find a Member
ADFP Blog
Press Releases
Financial Planning
Alimony/Spousal Maintenance
Divorce & Insurance
Social Security
Collaborative Divorce
Forensic Divorce Accounting
Divorce Articles
Divorce Calculators
Divorce Handbook
Client Handbook
Divorce Dictionary
Featured Sites



The Association of Divorce Financial Planners (ADFP) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com.




Rounded Corner: Top-left Rounded Corner: Top-right
Email Newsletter icon, E-mail Newsletter icon, Email List icon, E-mail List icon Sign up for our Email Newsletter


For Email Marketing you can trust
Rounded Corner: Bottom-left Rounded Corner: Bottom-right

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.

California:

Directors:

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





Suffolk:

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




Greater New York Metro:

Directors:

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. Please mark your calendars for:

Wednesday, February 12th, 2014
8:00AM – 9:30AM
Location: Annie Moore's - 50 E 43rd St, New York, NY 10017
Registration fee - $30





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:

Director:

Jennifer Riek, CDFA™
Jennifer.Riek@marcumfs.com
631-414-4486

ADFP Nassau Chapter Meetings:
ADFP Nassau Chapter Meetings are held at the offices of Marcum Financial Services located at 10 Melville Park Rd., Melville, NY. The next meeting will be held on March 13, 2013 from 8:00 - 9:30am. Contact Jennifer Riek with questions or wish to RSVP. You may reach Jennifer at Jennifer.Riek@marcumfs.com or by phone, 631-414-4486.





Ohio:

Directors:

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/





Tennessee:

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. Specifically, November 8, 2013, January 10, March 14, May 9, July 11, 2014 etc. If you have questions or wish to RSVP, you may reach Rosemary Frank at rosemary@rosemaryfrank.com or by phone, 615-595-6850.





Greater Boston Area:

Chairperson:

Chris Chen, CDFA™

ADFP GBA Chapter Meeting. The next ADFP Greater Boston Chapter Meeting will be Thursday, March 6, 2014 from 12:00 PM to 2:00 PM (EST). Wakefield MA. 301 Edgewater Dr., #200, Wakefield, MA 01880.

Please join us on March 6 at noon for our bi-monthly ADFP meeting. Chris Chen, CFP, CDFA will be speaking about "Stock Options and Divorce". We are speaking here about stock options granted to employees and known as Incentive Stock Options or Non Qualified Stock options. This concerns people who typically work for public or private companies, who receive the options as part of their compensation packages. We will address the basics of stock options and the issues they raise in divorces in Massachusetts.

Chris is one of the founding member of this chapter and a leading divorce financial planner in the Boston area. He works with lawyers and mediators and their divorcing clients. He has a long and tortured history with stock options: he wrote his master's thesis on options, he traded options, he was granted options, and ultimately he granted options as well. Chris is a CFP practitioner and a CDFA. He runs his RIA Insight Financial Strategists LLC out of Waltham MA.
We will be applying for CE credit for this program.

Please join us on March 6 at noon for our bi-monthly ADFP meeting. Chris Chen, CFP, CDFA will be speaking about "Stock Options and Divorce". We are speaking here about stock options granted to employees and known as Incentive Stock Options or Non Qualified Stock options. This concerns people who typically work for public or private companies, who receive the options as part of their compensation packages. We will address the basics of stock options and the issues they raise in divorces in Massachusetts.

Chris is one of the founding member of this chapter and a leading divorce financial planner in the Boston area. He works with lawyers and mediators and their divorcing clients. He has a long and tortured history with stock options: he wrote his master's thesis on options, he traded options, he was granted options, and ultimately he granted options as well. Chris is a CFP practitioner and a CDFA. He runs his RIA Insight Financial Strategists LLC out of Waltham MA.
We will be applying for CE credit for this program.

To register click here.





Southern New England:

Directors:

Kevin Worthley,
CFP®, CDFA™

Paul Capuzziello,
CFP®, CRPC®, CDFA™, CLTC

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), or Kevin Worthley at (401) 453-5558 (email: Kevin@retirementplanningco.com).





DivorceIllinois, Illinois Chapter of the Association of Divorce Financial Planners

Directors:

Chapter President, Peggy Tracy, CDFA™, CFP®, CFE
Chapter Treasurer, Deb Aurand, CDFA™, CPA
Director Membership, John Sullivan, CFP®, ChFC, CLE, CDFA™
Directors
     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

Mark your calendars! 2013 dates are as follows:

In May our speaker will be Bruce Graham on the topic of Holistic Private Investigation.

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 .