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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.



Family Law Software Webinar Series

These webinars will cover advanced topics with Family Law Software co-founder Dan Caine

They will occur on three Thursdays in the Spring of 2014.


1. Rental Real Estate and Defined Benefit Pension Plans - April 10, 2014

This Webinar will help you better serve your clients who have rental real estate or defined benefit pensions.

Topics include:

Rental Real Estate

  • Rental income
  • Rental expenses single entry
  • Allocating mortgage to rental property
  • Itemizing rental expenses
  • Property used partly for personal purposes
  • Depreciation
  • Carry of data to financial reports and Affidavits
  • Sale of Rental Property

Defined Benefit Pensions

  • Outside valuation values and coverture
  • Components of pension value
  • Components of coverture
  • Separation from service before marital separation
  • Party already retired
  • Discount rate
  • Mortality tables
  • Impact of "as if" worked until selection
  • Overriding pension benefit payment amounts
  • Entering pension benefits without valuing pension
  • Is counting pension value and benefits double-counting?
  • Joint life pensions
  • Company valuations of pensions

2. Mastering Analyses and Reports - May 8, 2104

This Webinar will help you master Family Law Software's less-used analyses and reports, to help you find solutions to your client's issues more effectively and present your findings more compellingly.

Topics include:

  • Budget Report options
  • Property Division options
  • Marital and Separate Property Report
  • Equitable Distribution What If
  • What If Analysis less-used options
  • Entering tiers of spousal and child support.
  • Options for keeping support "always current."
  • IRA projections
  • Expanded Report on What If Analysis and Alimony Needed
  • Combined Income Report
  • Budget Report for Children
  • Alimony After-Tax
  • Alimony Recapture
  • Guideline What-If

3. Dividing Assets After Tax - June 12, 2014

Everyone talks about the importance of dividing assets on an after-tax basis, but few people are actually doing it. This Webinar will help you understand and employ the tools in the software for dividing assets on an after-tax basis.

Topics include:

  • Meaning of "% paid in tax"
  • Marginal tax rate on retirement income
  • Current capital gains rate
  • Real Estate after tax
  • Investments after tax
  • Defined Benefit Pensions after tax
  • IRAs after tax
  • "Live" negotiation on an after-tax basis

More Information and Registration

Cost: The cost for each Webinar is $89. You may register for all three for $249.

Time: Each webinar will start at the same time and run for 90 minutes:

12:30 pm - 2:00 pm Eastern standard time
11:30 am - 1:00 pm Central time
10:30 am - 12:00 noon Mountain time
9:30 am - 11:00 am Pacific time.

Videos:
 Edited video-recordings will be available to participants.

Registration:

Webinar Pricing Options

Questions about registration, contact Pam Humbert at 888-878-7773 or adfp@divorceandfinance.org

Questions about Family Law Software, contact Dan Caine at 617-332-5340 or dan.caine@familylawsoftware.com






ADFP to Kick-Off ADFP University Webinar Series

Wednesday, March 5th at 3pm EST (12pm PST)

Subject:
Stock Options and Restricted Stock

Presented by:
Thea Glazer, CFP®, CDFA™, MS Accounting

Dealing with complex types of executive compensation, including stock options (ISOs, NQs) and restricted stock (RSUs) can be daunting and sometimes overwhelming. This presentation will demystify the topic for you and help you get up to speed for your practice and your clients. You will learn about the terms, how to value, divide, their characteristics and how to manage the tax ramifications surrounding options and RSUs.

Working with stock options and restricted stock is complex and difficult, not to mention a potentially tremendous piece of the client's net worth. Equity compensation can be very complex, vary from plan to plan and between public and private companies, and are often overlooked and/or undervalued. Among other things, this 100 minute presentation will answer:

  • How do you know they exist?
  • What are they worth?
  • Do you value them for offset or defer division?
  • How does the non-employee spouse get his or her share?
  • What about taxes?

Who should attend this webinar?

  • Divorce Financial Planners
  • Matrimonial Attorneys
  • Mediators
  • Accountants

This session will be presented by Thea Glazer (CFP®, CDFA™, MS Accounting) who has been working with divorcing individuals and their counsel since 1985. She has written numerous articles on stock options and restricted stock and regularly gives presentations to accounting and legal professionals on these topics. She has been an expert in this area since 1998. Click here for information about Thea Glazer.

The cost of the webinar is just $59 for ADFP members ($69 for non-members). In addition, all participants in the ADFP University Webinar Series receive 1 ADFP Conference Point, worth $25 toward the cost of the ADFP Annual Conference, for each webinar session attended.

In addition, you will receive 2 CE Credits for your webinar attendance.

Become better prepared to meet the challenges of your practice while earning CE credits with valuable, deployable educational materials, brought to you by the ADFP, a not for profit 501(c)6 professional organization.

We look forward to seeing you on the webinar. Sign up today!

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Family Law Software Webinar Series:
6-Module Training and Certification Program

Presenter: Dan Caine, MBA, JD, President, Family Law Software

Accumulated Savings and Liquidation. This session explores the inner workings of the software with respect to Accumulated Savings and Liquidation. What is Accumulated Savings? How is Accumulated Savings calculated? How do we deal with income and appreciation on accumulated savings? How do we calculate liquidations? Tax payable on liquidations? Tax losses?
Video & Recording

Negotiating Property Division. Again, the screen looks simple, but there are subtleties. Some include: pie chart vs. bar chart. Different ways of dealing with pre-tax vs. tax-advantaged assets. Property settlement. Children's assets. Dealing with 529 plans.
Video & Recording

Real Estate Transactions. Mortgages, sales, refinancing, separate property, short sales, sale and purchase of new residence, using refinancing to achieve property equalization.
Video & Recording

Defined Benefit Pensions. This session covers the concepts behind pension valuation. What is a mortality table? What factors affect pension value? What factors affect coverture? What is the impact of the "works until" date? What interest rate is appropriate? What about adjusting for race, genes, etc.?
Video & Recording

What If Analysis. The "What If Analysis" screen looks simple (by design) but there are many subtleties. This session goes through the importance of the "start" date, what "copy from actuals" does and does not do, single-year vs. multi-year display, the five result-display options, tiers of spousal and child support, options for keeping support "always current," and how to ask "what if" with wages, exemptions, and filing status.
Video & Recording

Other "What If" Tools. This session explores the less-used, but useful and powerful "what if" tools in your Family Law Software arsenal. Alimony Needed, Scenarios, Alimony break-even, Alimony trade-off, and Alimony Present Value (how calculated, discount rate used, marginal vs. average tax rate).
Video & Recording

Each recorded module is about 90 minutes in length and designed to function either as a standalone or an integral part of the series.

Cost: $69/module ($59 for Members). $369 ($319) for the entire series, if initially purchased as a package. Modules can be taken in any order.

Family Law Software, Inc. will also be offering a new certification in Family Law Software for those who complete the program and pass a certification exam.

Cost for certification exam and grading: $129 ($119 for Members).

Entire program purchased as a package (includes all 6 modules, recordings and visuals and one certification exam: $485 ($425 for Members).

To purchase the Video & Recording please click on the links below. Secure links to the module will be e-mailed to you.

Accumulated Savings and Liquidation
Member
Non-Member
Negotiating Property Division
Member
Non-Member
Real Estate Transactions
Member
Non-Member
Defined Benefit Pension
Member
Non-Member
What If Analysis
Member
Non-Member
Other "What If" Tools
Member
Non-Member
Bundle of 6 Webinars:
Member
Non-Member
Certification exam and grading:
Member
Non-Member
Entire Program/Certification Package
Member
Non-Member


On-Line Marketing Webinar Series
Presenter: Vik Rajan, founder of CoGrow's PracticeMarketingAdvisors.com,
author of "365 Marketing Thumb-Rules" and voted a "Top 40 Under 40 Rising Star"
by Long Island Business News.

"I found Vik's webinar very helpful in understanding this whole new world (to me) of web marketing. Many of the things Vik talked about I had heard of before, but did not understand. After the webinar I feel as though I received a solid crash course on what I need to be aware of in web marketing and some good - actionable - ideas to begin to tackle it." ~ Heidi L. Hanson, CFP®

"It is so important to discipline ourselves to stay focused on marketing our business. When I saw the promotional email for Vik Rajan's webinar for best practices in "Seminar Marketing," I immediately signed up. The webinar was great! Vik did an excellent job of facilitating a lively discussion on how to successfully market through seminars and I picked up great tips that I can use in marketing my business." ~ Linda Ursin, Esq.

Vik's webinars have been extremely informative and he "breaks things down" so that listeners don't get overwhelmed. For anyone wanting to move more into the social media sphere, these webinars are an excellent way to get started. ~ Erika Penner

How On-Line Marketing Leads to Better Referrals

Cost: $49 ($39 for ADFP members)

Highlights:

  • Blogging to brand your expertise
  • LinkedIn to develop peer & referral relationships
  • Using Facebook appropriately & ethically
  • Offering value & capturing info on your website
  • Time management to keep this all productive.

Purchase recording and visuals Now!
Member
Nonmember

On-Line Marketing, Part 2: Focus on LinkedIn

This recorded webinar is the first of three (3) follow-up presentations to How On-Line Marketing Can Lead to Better Referrals.

Cost: $49 ($39 for ADFP members)

Highlights: How using LinkedIn status updates, groups, and people search leads to referrals, introductions, testimonials and other word-of-mouth marketing. The webinar will walk you through profile set-up, adding contacts from your database, finding referral sources and joining and starting groups.

Purchase recording and visuals Now!
Member
Nonmember

On-Line Marketing, Part 3: Focus on Blogging

This recorded webinar is the second of three (3) follow-up presentations to How On-Line Marketing Can Lead to Better Referrals.

Cost: $49 ($39 for ADFP members)

Highlights: How Blogging and new web content support referral marketing and search engine results. See also the "20 Blog Article Topics" in the January 26th PowerPoint. This recorded webinar walks you through the free set-up of a blog, posting articles and encouraging interaction.

Purchase recording and visuals Now!
Member
Nonmember

On-Line Marketing, Part 4: Focus on e-Newsletters

This recorded webinar is the third and final follow-up presentation to How On-Line Marketing Can Lead to Better Referrals.

Cost: $49 ($39 for ADFP members)

Highlights: How e-Newsletters remind referral sources, prospective and current clients about your expertise. This recorded webinar will walk you through creating a quick newsletter from your blog website and promoting it through LinkedIn and Facebook groups and status updates.

Register Now!
Member
Nonmember