An overview will be provided of five high conflict personalities which drive most high conflict cases, including: Borderline, Narcissistic, Histrionic, Antisocial and Paranoid. What to do and what not to do with clients with these traits will be addressed, including four key skills: Connecting with empathy, attention and respect (EAR); Analyzing Options with clients and others; Responding to hostility and misinformation with responses that are Brief, Informative, Friendly and Firm (BIFF); and Setting Limits on misbehavior with clients and others. Helping clients communicate and cope with difficult ex-spouses will be addressed.

Join Erika Wasserman, Tim Voit, Jody Bruns and Chris Bruser in learning how professionals in lending, transition planning, and divorce coaching can increase your efficacy as a CDFA professional.

With higher interest rates and lower housing inventory, keeping the house is currently more likely and even more dangerous during divorce mediation. This session will confirm divorce mortgage strategies to prevent legal, financial, and tax problems negotiating mortgage obligations and alimony. And features a deep dive concerning mortgage-related property settlement clause analysis with multi-state litigated case results.

Learning Objectives: - Identifying Complex divorce issues (property division of illiquid and deferred assets, taxation impacts) and the questions to be resolved to make these complex - Learning the methods and process of data entry into Family Law Software to correctly quantify and provide answers to these complex issues - Learning to use the new tools in Family Law Software to help clarify and simplify the answers to these complex questions

Learning Objectives: - How to determine Disposable (Divisible) Retired Pay - How to address the division of disposable retired pay and the Survivor Benefit Plan in the court orders - How VA or disability benefits may affect the divisible portion of retired pay

Join legal expert Joe Roosevans, MBA, CFP, CDFA, RICP, AEP, CLU, CLF, CAPP, CHFE, CTFA, CASL, WMCP, to unravel the pitfalls and common mistakes of dismantling Trusts and Wills during the Divorce Process. This is genuinely a minefield that is easy to step on. What to avoid, and uncover the traps and safeguards that CDFAs must know. This eye-opening and essential source of critical information should be a fountain of opportunity for CDFAs.

Learning Objectives: - Enhance understanding of financial abuse, its prevalence, and impact. Educate CDFAs about the signs and tactics of financial abusers. - Equip CDFAs with the skills to identify and assess situations of financial abuse effectively. - Provide strategies for CDFAs to engage with and support financial abuse victims, focusing on building trust and understanding. - Demonstrate how to empower survivors with long-term financial planning, including budgeting, financial management education, and goal setting.

In Zero to $1 Million in 60 Minutes, Gordon explodes those hackneyed ideas and shows his audience a powerful path to help clients rebuild wealth. His storytelling style creates a fun and engaging environment that shows advisors how to set their clients on a path to a brighter financial future with an extra million…or more!

Learning Objectives: - How to identify the RIGHT attorney partners for your business - Contact Strategies for best impact - Choosing the right channel for the greatest impact

We will cover: - Stock Options - RSU’s And discuss: - Are they marital? - Are they vested? - Will they be valued? - How will they be divided? - What are the tax implications? - Will they be considered and asset, income or both for purposes of spousal maintenance and child support? - And much more!