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Dear
Members and Friends,
Welcome
to the premier issue of ADFP News! Our quarterly newsletter will
provide you with the latest updates from the ADFP as well as helpful
information to assist you with your practice.
Our goal
is to add value to your divorce financial planning business. If
there is anything you would like to see added to the newsletter,
please let us know!
Best
regards,
The ADFP
Board
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The
Third Annual Conference is a
Hit! |
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 The
ADFP held its third annual conference on September 16, 2005 at
the Radisson Hotel in New Rochelle, NY entitled “Intricate
Financial Issues in Divorce”. This is our signature event and
is as an occasion for providing education, networking
opportunities and practice management tips to financial and
divorce related professionals. Evaluations were overwhelmingly
positive from a record breaking attendance of 75 participants,
with many signing up as first time ADFP members. Attendees
represented a diverse group of professionals, including
financial planners, attorneys, mediators, therapists and
accountants.
Special
thanks to our thirteen corporate
sponsors:
American
Skandia, ATEL, Nassau Academy of Law of the Nassau County Bar
Association, Connecticut Mediation, Divorce Magazine, Family
Law Software, IPI Skyscraper Mortgage, Oppenheimer Funds,
Petroleum Development Corporation, Phillips Nizer,
RosenfarbWinters, Thomson-West, Transamerica, US Allianz
Investor Services
Continuing
Education Credits Provided:
- CDFA™ credits -
6.0
- CFP credits -
7.5
- NY CLE's -
7.5
- CT CLE's -
6.5
The
ADFP now represents members in NY, CT, NJ and MA. We are the
largest national not for profit organization for professionals
in the field of divorce financial planning. This year, the
ADFP has chosen as its focus to strengthen our educational
outreach, develop marketing strategies for our members and
increase our public relations efforts. Our goal is to
constantly enhance the benefits we provide for our members.
New
member benefits:
- A group
listserv for all members to exchange practice issues and
create a forum for professional discussion.
- We have
created a colorful, descriptive brochure for all members to
use in promoting the benefits of divorce financial planning
to professional colleagues.
- We have a
professional booth for the ADFP for member use with approval
by the Board on a case-by-case
basis.
- Our first
quarterly electronic newsletter
Our
success as an organization is your success. We grow with you
and for you. We depend on your active participation and ideas.
We will continue to strive for an excellence within our
profession in recognition of the unreserved need of the client
going through divorce.
We
ask for your feedback and ideas with respect to content
desired in our upcoming enewsletters.
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Struggling
With A Case? Have a great idea for us? Join the ADFP
Listserv! |
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 One
of our enhanced member benefits this year is the ADFP
listserv. It's an email forum that allows the entire ADFP
membership to communicate questions & ideas, post
articles, share cases, post events etc. It's a great way to
keep in contact with other members and get quick answers to
questions when you need them.
"I
recently had a case involving complex retirement benefits for
a corporate executive. I posted a question on the listserv and
by the end of the day had two responses that answered my
question" states ADFP member Bill Donaldson.
Tap
into the brains of your fellow ADFP members and save yourself
a lot of time and energy!
To
join the listserv,click the link in the Quick Links section
above, or send an email to ADFPgroup-subscribe@yahoogroups.com.
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ADFP
Events |
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January
10, 2005, 5PM to 7PM: “How to Use Life Insurance Creatively
within the Context of Divorce”
Speaker:
Fran
Prince, New York Life Insurance Company
Place:
Wachovia
Securities, 1211 Ave. of Americas, 27th floor, NY, NY. Light
refreshments served.
Cost:
pre-registered members free (RSVP to Rebecca Palatnick at
Rpalatnick@yahoo.com); all others $20
CEUs:
Pending
approval
Week
of May 8th, 2005 (to be confirmed): “Practice Management
Techniques” Half Day Conference
- How to run
your business
- How to market
yourself to attorneys, CFPs, therapists, divorce coaches,
etc.
- How to market
yourself to the public
- How to build
demand from the public to the
professional
- Ethics and
Conflicts of Interest
- Benefits of
the ADFP for its members
Open
to members only. Conference Fee to be announced.
September,
2006: ADFP Annual Conference (Date
and location to be announced)
Your
ideas and suggestions are welcome for workshops.
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ADFP
Membership Updates |
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We
are currently conducting a web site update. Please check your
contact information on the site and send any corrections,
additions etc. to Lauren Prince at Lauren@lprince.com.
Regarding
membership renewals, you should be receiving them soon. Keep
an eye out, and thanks in advance for your continued support.
Our goal is to make 2006 the best year ever for the ADFP!
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Meet
the ADFP Board |
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The
2005 ADFP Board of Directors includes the following members:
Seated
from the left are Gabrielle Clemens (VP Promotions), Lili
Vasileff (President), Ida Epstein (VP Continuing Ed).
Standing
from the left are Jeannine Kirschner (VP Communications &
Annual Conference), John P. Cito (VP Promotion), Lauren Prince
(VP Communications & Web Site), William Donaldson (VP
Collaborative Divorce Liaison & Annual Conference), Carl
M. Palatnik (Executive Vice President), Dave Garfield (VP
Education).
Missing
from the photo is Sam Schecter who was just recently appointed
to the board as our treasurer. Welcome aboard Sam!
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