Day 4, October 8th - All Times EST

Enter Exhibit Hall

General Session

Workshop – Effectively Drafting QDROs and Like Orders to Divide Retirement Plans in Divorce

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Overview
This workshop focuses on effectively drafting QDROs for both defined benefit pension plans and defined contribution plans (401ks), as well as how to prepare Court Orders Acceptable for Processing (COAPs) for federal employees and the military. Discussions center around how to calculate and determine what is considered marital among the various states, Issues related to DROP and BacDROP, survivor benefits, using QDROs for child support, and effectively dealing with plans that cannot be divided as marital property. Sample language will be provided along with a basic understanding of QDROs and the importance of settlement agreement language.
Speaker

Timothy Voit

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Approved for three and one half (3 1/2) hours

of CDFA and CFP CE Credit

Breakout Sessions - Track C

5 ‘Ps’ of a Successful Divorce Practice

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Overview
Business expert Faisal Karmali shares tips about the five key areas you need to address to make your divorce practice successful, from positioning your service in the marketplace to managing your workflow and employees and getting paid.
Speaker

Faisal Karmali CIM®, CFP®, CDFA, FCSI®

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Approved for one (1) hour of CDFA Credit

Breakout Sessions - Track D

How Client Facing Technology Can Empower Your Clients and Your Practice

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Overview
There is little dispute that one of the highest pain points for CDFAs, if not the single highest, is the cumbersome process of gathering the data in a complete and organized manner that allows you to focus on solutions. Working with clients at various levels of financial acumen and a wide range of emotional challenges, combined with fractured technology solutions, can make it challenging to build an efficient and fulfilling practice. Learn new strategies and how emerging technology solutions that empower and inform clients will better equip them to participate. Better equipped clients make it easier to have greater success guiding them, and a better experience will strengthen the relationship and attract more referrals.
Speaker

Storey Jones

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Approved for 1 (one) hour of

CDFA and CFP Board Credit

General Session

The Painbody and Financial Decisions in Divorce Negotiations

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Overview
In this session, Micheline will share her experiences as a family mediator and CDFA regarding the importance of the intake process and how the Financial Expert can be a positive catalyst in your clients’ journey. More than ever, the emotional “soundtrack” will play an essential role in the decision making process for our clients. We will explore options in possible approaches to acknowledge and validate our client’s fears, hopes, and dreams. We will look at skills we can share with our clients to help them navigate this transition, especially in high conflict. “We are a party to an often difficult journey, and as such, we have a responsibility to try and create a positive ripple effect extending beyond the immediate family” – Micheline Maes
Speaker

Micheline Maes, CFP®, CDFA®, EPC, RFM 

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Approved for one (1) hour of

CDFA and CFP Board Credit