2020 Virtual Retreat Schedule, Topics, Presenters, and Sponsors

Date: Wednesday, November 11th

Welcome 1pm – 1:15pm EDT

Case Study 1:15pm – 5:30 PM (4 hours CE)

This presentation asks participants to process interrelated case facts and then, to break out nuances and perspectives one may have assumed as a divorce financial expert. Not only do our clients negotiate, but we also will take up the debate on how we may have implicit biases and perceptions that impact our neutrality and influence outcomes. We will break into groups and each will undertake the whole analysis as well as three specific case issues to explore more fully and present to the group.

PRESENTERS

Lili Vasileff, CFP®, CDFA®, MAFF™ Ivy Menchel, CFP®, CDFA® , CBEC Sandy Voit, Ms., EDS, CDFA®, LMHC

As President of Wealth Protection Management, Lili Vasileff is a fee only Certified Financial Planner professional™, Master Analyst in Financial Forensics (MAFF™) specializing in Matrimonial Litigation, Certified Divorce Financial Analyst™, and a Registered Investment Advisor. She is regularly quoted and interviewed across print, radio, TV, and online, and is a featured contributor to numerous media; she is the author of three books: “Money & Divorce: The Essential Roadmap to Mastering Financial Decisions” published by the American Bar Association; and “The Ultimate Divorce Organizer, The Complete Interactive Guide to Achieving the Best Legal, Financial and Personal Divorce”, and “The Divorce Planner Checklist”.

Lili is the co-president of the national Association of Divorce Financial Planners (ADFP). Her awards include the prestigious 2013 Pioneering Award from the ADFP for outstanding public advocacy and leadership in the field of divorce financial planning. She is a trained mediator, collaborative financial specialist, and qualified litigation expert.

Ivy H. Menchel is a Certified Divorce Financial Analyst (CDFA®) and the president and founder of Family Wealth Planning Partners. Ivy focuses her practice on helping divorcing clients, along with their attorneys and mediators, make sound financial decisions as they transition into the next phase of their lives. In addition to her work as a CDFA, she is also a Certified Financial Planner (CFP®) and Certified Business Exit Consultant (CBEC®) with over 25 years of experience in financial services. In 2009, she founded Family Wealth Planning Partners specifically to help her divorcing clients and their team of divorce professionals address the financial issues of divorce and assess their options for fair and equitable settlements.

Beyond her private practice, Ivy is widely regarded as a thought leader in her field and regularly shares her knowledge with the broader public through her teaching, speaking and writing. She is also a member of several professional organizations.

Sandy Voit is a Certified Divorce Financial Analyst, in addition to being a Licensed Mental Health Counselor, primarily focusing on divorce financial planning and personal finances counseling. He has worked on over 500 divorces, including over 200 collaborative divorces, since 2007. Sandy worked in higher education for 27 years (including a stint as a Director of Financial Aid), then became an executive director of a large synagogue for 5+ years, leaving to become a divorce financial planner. He currently serves (for 21 of the last 36 years) on the board of the largest food co-op in the country (15 stores and $400,000,000+ in sales), and is a former board member of the Association of Divorce Financial Planners. Sandy is active in the collaborative divorce movement, having served as an officer and board member of one of the largest collaborative practice groups in the country – King County Collaborative Law.

Date: Thursday, November 12th

Ethics for CFP, CDFA, Other Divorce Professionals 1pm – 4:15pm EDT (3 hours CE)

This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct effective October 1, 2019.

PRESENTERS

Marguerita Cheng, CFP®, RICP® Lori Lustberg, JD, CFP®, CDFA® Lili Vasileff, CFP®, CDFA®, MAFF™

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Investopedia and Kiplinger, and a past spokesperson for the AARP Financial Freedom Campaign.

Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls. She is also a coach for 261Fearless, a global supportive social running network which empowers women to connect and take control of their lives through the freedom gained by running.

Lori Lustberg is a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® at Pathway Financial Advisors in South Burlington, Vermont, a NAPFA-registered, fee-only financial planning firm. Additionally, she is a non-practicing attorney licensed in Vermont and New York. Prior to joining Pathway, she was a divorce mediator specializing in financial issues. Lori is a prolific freelance writer and frequent presenter on taxation and financial issues to professional organizations, including the Vermont Bar Association. She is co-author and editor of Divorce and Separation: A practical guide to making smart decisions (Vermont edition) (www.divorcebookvermont.com) and a contributing author to Living Together, Separating, Divorcing: Surviving During a Pandemic (www.pandemic-relationships.com). She serves as co-president of the national Association of Divorce Financial Planners.

As President of Wealth Protection Management, Lili Vasileff is a fee only Certified Financial Planner professional™, Master Analyst in Financial Forensics (MAFF™) specializing in Matrimonial Litigation, Certified Divorce Financial Analyst™, and a Registered Investment Advisor. She is regularly quoted and interviewed across print, radio, TV, and online, and is a featured contributor to numerous media; she is the author of three books: “Money & Divorce: The Essential Roadmap to Mastering Financial Decisions” published by the American Bar Association; and “The Ultimate Divorce Organizer, The Complete Interactive Guide to Achieving the Best Legal, Financial and Personal Divorce”, and “The Divorce Planner Checklist”.

Lili is the co-president of the national Association of Divorce Financial Planners (ADFP). Her awards include the prestigious 2013 Pioneering Award from the ADFP for outstanding public advocacy and leadership in the field of divorce financial planning. She is a trained mediator, collaborative financial specialist, and qualified litigation expert.

Money Psychology 4:15pm – 5:15 pm EDT (1 hour CE)

This presentation will describe current psychological theories pertaining to personal financial behaviors. We will discuss the origin of money beliefs in childhood, and introduce methods of classifying these cognitions. Money disorders and financial therapy will be explained.

PRESENTER

Sara Stolberg Berkowics, Ph.D., CFP®, CDFA®

Dr. Sara Stolberg Berkowicz, Ph.D., CFP®, CDFA®, is an assistant professor at the College for Financial Planning, specializing in the areas of retirement, divorce financial planning, and money psychology. In addition to teaching, research, and content management duties, Sara also serves on the College’s Research and Faculty Honors committees.

Sara earned her Ph.D. in Personal Financial Planning from Kansas State University. Her doctoral dissertation, “Does Gray Divorce Delay Retirement?”, was nominated for the 2019 American Council on Consumer Interests dissertation award. She was also selected for two honors societies, Phi Kappa Phi and Kappa Omicron Nu. She received her Master of Science in Financial Planning from the College for Financial Planning.

Sara has been a Certified Financial Planner™ certificant for over 20 years. She holds licenses for securities, life and health insurance, annuities, and long-term care insurance. She is an IRS-registered tax preparer, a real estate broker, a Certified Divorce Financial Analyst™, and a divorce and family mediator. She maintains an independent private practice in financial planning and divorce financial consulting in the Chicago area.


Date: Friday, November 13th

Trusts and other Estate Issues in Divorce 1pm – 3 pm EDT (2 hours CE)

In the area of wealth preservation, divorce presents a profound impact on estate planning and families. This presentation will focus on strategies financial professionals should be able to identify and propose to a client before, during and post divorce. Topics will include estate planning considerations when drafting a prenuptial agreement or divorce agreement; key trust distribution terms; hallmarks of an asset protection trust; when an “irrevocable trust” can be altered or decanted; and impact of divorce on trusts.

PRESENTER

Adon Solomon, J.D.

Mr. Solomon’s legal expertise lies in the area of wealth preservation for individuals, families and businesses. More specifically, he has experience within the areas of wills, trusts, estate and gift planning, sophisticated tax planning, business formation and succession planning. Mr. Solomon provides corporate counsel to family-owned and closely held-businesses and also has extensive experience in all facets of captive insurance company planning. He has engaged in complex planning and legal counsel in varying industries and locations both nationally and internationally.

Mr. Solomon is a graduate of the University of Georgia where he earned a Bachelor of Business Administration degree with a major in Finance. He received his J.D. and MBA degrees from Georgia State University and was admitted to the State Bar of Georgia in 2008 and the Florida Bar in 2010.

Complex Deferred Compensation Issues in Divorce 3:15 pm – 5:15 pm EDT (2 hours CE)

In divorce, deferred compensation issues may be treated with reasonable discretion or by formula depending on each state’s legal statutes and law. This presentation addresses a myriad of complicated marital decisions to be considered with prenuptial agreements, Restricted Stock Units, Performance Awards, stock options and the challenge of determining marital versus separate property

PRESENTERS

Stacy Francis, CFP®, CDFA®, CES Lisa Zeiderman, Esq. CFL™, CDFA®

Stacy is a nationally recognized financial expert who attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. She comes with over 18 years of experience in the financial industry and is dedicated to her ongoing professional education. Stacy is a Certified Divorce Financial Analyst® (CDFA®), a Divorce Financial Strategist™ as well as a Certified Estate and Trust Specialist (CES™). She is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter, the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council and she frequently appears in media outlets such as CNN, PBS, The Wall Street Journal and USA Today.

Lisa Zeiderman is Managing Partner at Miller, Zeiderman LLP. A Matrimonial Attorney, CFL and Certified Divorce Financial Analyst, she regularly handles complex financial and custody divorce matters for high net worth individuals. Named a 2019 10 Best Family Law Attorney for Client Satisfaction by the American Institute of Family Law Attorneys, Ms. Zeiderman is also a founding member of the American Academy of Certified Financial Litigators and a member of the panel for Attorneys for Children.

In addition to authoring a well-read blog on Psychology Today, “Legal Matters: Understanding Mental Health Issues as They Apply to Divorce and Child Custody,” Ms. Zeiderman is regularly published in various legal publications and quoted on issues ranging from financial empowerment to tax issues to child custody.

Ms. Zeiderman, a Fordham University of Law graduate, also serves on two not for profit boards: Savvy Ladies, Inc., and LIFT, Legal Information for Families Today.


Please click a logo to get more information on our retreat Sponsors

Thanks to our Virtual Retreat Sponsors

Platinum Sponsors

Gold Sponsors

 
 
 


REGISTER and PAY ONLINE BY CLICKING THE LINK BELOW:

Impact 2020 ADFP Virtual Retreat