Introduction to the 2021 Virtual Conference

This session will reveal some of the most common errors in divorce decrees that cost people money or result in unenforceable terms, or fail to take taxes into consideration. Learn how to ensure your client actually receives what they think they will. Your role isn't over when the agreements are made. How a CDFA® is critical in establishing sound agreements.

Join Ethan Hooper of Ameriprise as he analyzes the current trends in Financial Services

This program will address the dynamics of working with clients with high conflict personalities and personality disorders. The goal is to increase your understanding of the different types of personality disorders and types of high conflict personalities most likely to be encountered in divorce settlement discussions, how these characteristics can impact negotiations, and what you, as the professional, can do about it. Being able to recognize these dynamics and learning how to better communicate with and manage these types of clients in the divorce process will allow you to be more successful (and less frustrated) during the settlement discussions and negotiations.

As "grey divorce" becomes more prevalent around the country, CDFAs are being asked to assist in tracing the increase in separate property during a marriage. In this advanced-level session, Jacki and Lili, who practice in two different states will share their insights on several different methods that can be used and offer opinions on the pros and cons of each. Throughout their session, they will provide real life examples that illustrate the steps for each method. Last, they will point you in the right direction to determine if there is a prescribed method already in place in your jurisdiction.

The divorce settled but not “settled” yet. Our clients are exposed to unseen risks and opportunities that a post-divorce world presents. When a CDFA is brought in at the end of a case or post-divorce, there are still many steps we can take to improve and protect our clients’ financial lives - even if there is not much time left to do so. In Ms. Friedman’s presentation, she will discuss how we can keep clients motivated to move forward with their financial life while avoiding many common post-divorce missteps. Through stories from her ten years practicing as a CFP/CDFA, Ms. Friedman will discuss ideas for late-stage divorce analysis and post-divorce work considering the most common areas of financial planning and divorce financial analysis. Areas include attorney and client resistance to change, divorce fatigue, traditional financial planning topics and premarital agreements. Focus on the “Future Self”: Changing Mindsets during divorce and after Having the “Investment Talk” : Financial Education during and post-divorce Best practices for moving accounts efficiently Establishing practices for tax preparation and estimated payments Tracking promissory notes and stock options post-divorce Discussing estate planning during and post-divorce Planting the seeds for planning a second (or third) marriage

RSU's, NQSO's, ISO's, DC's, DB's- Oh my! In this session, participants will get an understanding of all types of executive compensation, how they work, how to value them, and possible solutions for division in divorce.

Mindfulness is a science-based method of preparing your nervous system for the nervous system that’s about to walk into the room. With intention and practice, your way of being can dramatically affect—even regulate—a person who is upset or angry. Your way of being can also draw out someone who appears to have checked out. ​Experience 4 practices that cultivate the crucial relational skills you need to ground yourself, connect with your client, get to the heart of what matters to them, and do what is best.

A "qualified domestic relation order" (QDRO) is a domestic relations order that creates or recognizes the existence of an “alternate payee's” right to receive, or assigns to an alternate payee the right to receive, all or a portion of the benefits payable with respect to a participant under a retirement plan, and that includes certain information and meets certain other requirements.

Reading financial statements and a tax return can be overwhelming, especially if it involves a self-employed person. Where do I start, and what should I look for? This program will explore what data flows from business reports to the 1040, what to look for during data gathering, potential red flags, and what follow up questions you should be asking. Our goal is to provide you information you can implement immediately in your practice.