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.
2010 Conference Highlights
Gray Divorce Article by Janice Page
Janice Green has written an extensive article on "Gray Divorce" which will be included in the conference book. Janice is Board Certified in Family Law, a Fellow in the American Academy of Matrimonial Lawyers, and a partner in the family law boutique firm of Farris & Green in Austin, Texas. For over 25 years, Janice has published articles and lectured on a wide-range of family law topics including: representation of the "older" client, collaborative law issues, child support, intellectual property, complex characterization and tracing, ethics, child preferences, hidden assets and liabilities, drafting for unique situations.
Survey Closed. Results to be discussed at the conference. SURVEY ON GRAY DIVORCE for 8th Annual Conference of the Association of Divorce Financial Planners September 23-25, 2010
Gray divorces are the fastest growing and most complex divorce demographic. Janice Green, Esq., author of the hot new book, "Divorce After 50," will be a featured speaker at this year's annual conference (Register Now at http://www.divorceandfinance.org/events.php and Take Advantage of Our Early Bird Discount Offer).
Janice is a Fellow of the American Academy of Matrimonial Lawyers, has been listed in Best Lawyers in America the past two years and has been named a Texas Super Lawyer for 10 straight years. She is a dynamic speaker and will be doing a book signing at the conference.
To help Janice and us prepare for this year's conference, we would like your feedback on your experiences working with clients who divorce after age 50.
Please complete the brief survey below. The survey closes July 31, 2010.
Two attendees who participate in the survey will be entered into a drawing at the conference to receive copies of Violet Woodhouse's classic book, "Divorce and Money," a $34.95 value or, if you already own the book, another Nolo book of comparable value.
Help us out --- It won't take long --- You might be a winner!
1.
What are the most common reasons for an over-50 divorce?
not commmon
somewhat common
very common
extremely common
No longer have common interests
Financial independence
Children-rearing is over
Infidelity
Emotional exhaustion
·Comment:
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500 characters left.
2.
What are the most significant or difficult financial issues in divorces involving persons over age 50?
not significant
somewhat significant
very significant
extremely significant
Who will keep the house
Ability to continue to maintain the house
How will both or one party be able to retire
Ability to become self-supporting/find meaningful employment
Financial needs of adult children
Care of elderly parents
Loss of health insurance / Availability and cost of health insurance
Needs for long term care
Estate planning
Prospects of getting a good job
·Comment:
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500 characters left.
3.
What method of resolution do the parties usually use?
Mediation
Collaborative
Litigation
Self-directed
·Comment:
·
500 characters left.
4.
What are clients' most frequently mentioned future goals/plans following a late-in-life divorce?
not frequent
somewhat frequent
very frequent
extremely frequent
Retire / Travel
Start a business
Delay retirement or return to workforce
Care-giving of elderly parent
Relocate
·Comment:
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500 characters left.
Second Saturday Program - Ginita Wall
In recognition of her outstanding contributions to the field of divorce, Ginita Wall, CPA, CFP®, CDFA™ will be presented with our annual ADFP Pioneering Award at this year's conference.
Among her many contributions, Ginita is originator of the acclaimed Second Saturday program - What Women Need to Know About Divorce. Second Saturday deals with the legal, financial, family and personal issues of divorce in a logical, yet compassionate way. The program has been so successful, it is now offered in several states and many locations throughout the United States.
Would you like to learn more about Second Saturday, perhaps even offer it in your area? What better way than to discuss it directly with Ginita - at this year's conference!
Ginita will be actively involved and make herself available to attendees throughout the conference. She will be teaching two courses on Divorce Taxation for ADFP University. She will be giving the keynote address. She will be toasted at the Friday cocktail party and will be joining many attendees afterwards for dinner (don't forget to let us know if you would like to participate). Author of several books, including It's More Than Money - It's Your Life and The ABCs of Divorce for Women, Ginita will also be doing a book signing at the conference.
Register for the Conference Now. Don't delay if you are planning to attend this year's conference. Costs for accommodations are going up almost daily.
To assist people needing overnight accommodations or travel to and from airports to hotels or the site of the conference, we are also posting and continuously updating Travel Information on DivorceAndFinance.org. Please also let us know if you are interested in sharing accommodations with another attendee.
We are putting together a presentation for use at our Razzle Dazzle session. This session promises to be an informative, stimulating and fun sendoff for conference attendees. Please send Visually Attractive Information/advertisements you've created for public and professional use.
We are not looking for resumes. We are looking for ads which promote divorce, financial professionals working in divorce, and/or financial professionals' skills offered, etc.
Send to: cathy@cathydaigle.com for further consideration. Cut-off Date: August 27th!
ADFP Annual Conference Update
8th Annual Conference
September 23-25, 2010
Plentiful continuing education credits
Ginita Wall - Founder of the Second Saturday program, WIFE.org and The Money Club
Janice Green - Fellow of the prestigious American Academy of Matrimonial Lawyers and author of "Divorce Over 50."
Dan Caine - Developer of Family Law Software
Elizabeth Thayer - Co-founder of the P.E.A.C.E. program
Ken Neumann - A pioneer in the field of divorce mediation
Stacy Francis - Founder of Savvy Ladies
Detailed case study based on the Harvard Model
Several of the top divorce financial analysts and collaborative financial professionals in the field
Three book signings
New York City
And much more!
ADFP ANNUAL CONFERENCE HIGHLIGHTS
As in the past, ADFP members will receive a $100 discount. New members who join at the time of their registration will be entitled to this discount as well as extensions of their memberships at no additional cost to December 31, 2011. Plentiful continuing education credits for CFPs and CPAs will again be offered.
Here are some conference highlights:
·Preconference mini-courses, dubbed "ADFP University," will be offered Thursday September 23rd. These are 3-hour courses, and people will be able to take one or two of these courses irrespective of whether they attend the actual conference. Discount packages will be made available to those people who attend both ADFP University and the Conference. Mini-courses include basic and advanced training on the use of Family Law Software, training on the use of FinPlan divorce software, basic and advanced courses on Divorce Taxation taught by Pioneering Award recipient Ginita Wall, CPA, CFP®, CDFA and Low Cost No Cost PR Tactics.
·Conference sessions will include presentations by leading experts in their respective fields and will include Finding Hidden Treasures in Tax Returns, The Elephants in the Room (based in part on the PEACE program), Complex Employee Compensation Issues, Dealing with Difficult Clients, Grey Divorces, Asset Investigation & Discovery and Analysis of Business Valuations and The Psychology of Divorce. These will be organized in part into "financial" and "emotional" tracks.
·There will be a detailed, interactive case study presented by highly experienced divorce financial planners/analysts and organized in a fashion consistent with the Harvard model.
·There will be ample opportunities to interact with one's peers, including a cocktail party in honor of Ginita Wall.
·And, for those people who want to extend their stay in New York City, there is Broadway, some of the world's greatest restaurants and museums and lots more!
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This Year's ADFP Pioneering Award winner: Ginita Wall
We are excited to announce that Ginita Wall is the recipient of the Association of DivorceFinancial Planners Pioneering Award. We are proud to have her as a member as she has made outstanding contributions to the field of divorce financial planning. Below is Ginita's bio:
Co-founder of WIFE.org and originator of the acclaimed Second Saturday program ("What Women Need to Know About Divorce"), Ginita Wall is a financial expert and columnist for Divorce360.com, and has written for iVillage.com, CNBC.com, Cox Interactive Media, and the General Electric Center for Financial Learning and Divorce Magazine.
As a nationally recognized expert on the subject of women and money, Ginita is a frequent speaker for women's groups, conventions, professional groups, and philanthropic organizations. Named one of the 250 top financial advisors in the country by Worth Magazine seven years in a row, she has authored eight books and numerous booklets on personal finance, including The ABCs of Divorce for Women. As a fee-only advisor located in San Diego she specializes in helping people through life transitions, including divorce and widowhood.
Quoted in The Wall Street Journal, Business Week, USA Today, Money,and other financial publications, she has appeared on the NBC Nightly News, MSNBC, National Public Radio, CBS This Morning, the Discovery Channel's Home Matters, and numerous other radio and television broadcasts. She is also listed in Who's Who in Finance.
Ginita's depth of knowledge and her light-hearted style form the perfect combination for client appreciation seminars, convention spouse's seminars, broker education training, and professional conferences. She has presented seminars for Charles Schwab, TD Waterhouse, Sharp Hospital, the American Institute of Certified Public Accountants (AICPA), the National Endowment for Financial Education, , the International Certified Divorce Specialists, the National Association of Tax Practitioners (NATP), the Women's Council of Realtors, San Diego Union-Tribune, and GE Financial.
Ginita Wall received her BA from Antioch College in Ohio, and she is a certified public accountant in New Mexico and California. Ginita lives and works in San Diego, California.
Testimonials from Those Who Attended the 2009 Annual ADFP Conference:
"This is the best conference I have ever been to."
"The speakers this year were very diverse and presented a deep breadth of knowledge and interesting insight."
"Considering our tough economic times, topics were timely and important."
"This conference came at the right time, considering the tough economy and has given me hope and energy to motivate my clients."
"I feel better knowing the direction in which the ADFP is choosing to lead us - it is powerful to know we have an organization to unify our standards, protocols and help promote all of us."
"I feel like this year we have a lot to chew on regarding our profession and thank you for supporting us by giving us tools with which we can do our work confidently as divorce financial planners."
An Abridged Guide to New York City by Carl Palatnik (blame me)
For those of you planning on extending your stay in New York City, here are some suggestions:
1. Pick up a copy of New York Magazine (not The New Yorker). Although it is likely you will have numerous New York visitor publications in your hotel room, this is the best and most comprehensive publication of its kind in New York. Aside from the event, restaurant, etc. listings, it happens to be a great magazine.
2. Take a Walking Tour of Ground Zero.
3. Visit the Statue of Liberty and Ellis Island.
4. Take a guided tour of Lincoln Center.
5. Take a guided tour of the United Nations.
6. Visit some of New York’s world class museums (see New York Magazine for listings of current exhibits): Metropolitan Museum of Art, Museum of Modern Art, Guggenheim, The Cloisters, Whitney, etc., etc.
7. Take a Circle Line Cruise of the City, a great and relaxing way to see the sights and get an overview of the New York and its skyline.
8. Sample a real (great) New York pastrami, corned beef, brisket, etc. sandwich. Some say the Carnegie Deli is the best delicatessen in New York City - and that's saying a lot. Lucky for you, the Carnegie Deli is also located near the conference site as well as the New York Theatre District: 854 7th Avenue (55th Street). Here are a couple of additional tips. Bring someone with you to share your sandwich! Also, their (real New York) cheesecake, which also should be shared, is said to be "the standard by which all others should be judged (Zagat)." The wait staff can be entertaining and consists largely of underemployed actors and entertainers and people who have been there close to a million years. The place is dumpy, but that's part of its charm.
9. Get discount tickets to a Broadway show! New York City maintains TKTS Discount Booths offering same day tickets to Broadway and Off-Broadway musicals and plays at up to 50% off. With dozens of productions on sale every day, there's usually something for everyone!
10. Travel through Space. If you are planning to spend a few extra days in New York, you may want to visit the Rose Center for Earth and Space in the new Hayden Planetarium at the American Museum of Natural History. The Museum is a relatively short walk from the conference site, on the west side of Central Park. The new Hayden Planetarium is unlike any other such facility in the world. In the top half of the Hayden Sphere [is] the most technologically advanced Space Theater in existence [creating] shows of unparalleled sophistication, realism, and excitement. With this high-definition system, the Hayden Planetarium is the largest and most powerful virtual reality simulator in the world.” While there is much more to do at the American Museum of Natural History, you might also enjoy a fall stroll through Central Park.
