2023 Retreat Agenda

ADFP 4th Annual Virtual Retreat Agenda

This year‘s Annual Retreat will feature a deep dive into an intensive case study presenting timely issues and relevant discussions facilitated by industry luminaries. Join our experts in a 360 degree examination of game playing that includes: financial forensics, cybersecurity, personality disorders, fraud and data breach, and technology resources.

Wednesday, September 27, 2023
1:00 PM - 5:00 PM Eastern

 1:00 PM - 5:00 PM

 Case Study
 Includes Introduction and Instructions for Case Study

 Break from 3:15 PM - 3:30 PM

 Lili Vasileff, CFP®, MAFF™, CDFA™
 President of ADFP

 Case Study Facilitators: ADFP Directors 

Thursday, September 28, 2023
1:00 PM - 5:00 PM Eastern
 1:00 PM - 1:15 PM

 Welcome and Announcements

 Lili Vasileff, CFP®, MAFF™, CDFA™
 President of ADFP

 1:15 PM - 2:15 PM

 Divorce and Mortgages
 Integrating Divorce Mortgage Planning into Case   Management

 Introduction: Lauren DesForge CPA/PFS, CFP®, CDFA®, MST, AEP® 

 Jody Bruns, CDLP®
 Divorce Lending Association

 2:15 PM - 3:45 PM

 Personality Disorder
 Triggered Emotional Reactions

 Introduction: Donna LaScala,CDFA®, RFC, CTLC

 Marc Miller. Ph.D., PCC, CDC
 MLM Coaching & Consulting, LLC

 3:45 PM - 4:00 PM Break
 4:00 PM - 5:00 PM


 Introduction: Michele M. Laws, CDFA®, MAFF, CVA

 Dorothy Haraminc, MBA, MAFF, CFE, PI
 YBR Consulting Serivce, LLC

Friday, September 29, 2023
1:00 PM - 5:00 PM Eastern
 1:00 PM - 2:30 PM

 Cybersecurity, Hacking, and Fraud
 Mobile Device Forensics and Geolocation Evidence

 Introduction: Marguerita Cheng, CFP®, CDFA™

 Gus Dimitrelos, US  Secret Service,  Retired
 Cyber Forensics, Inc

 2:30 PM - 2:45 PM


 2:45 PM - 3:15 PM

 Platinum Sponsor Showcase
 Income Conductor

 Introduction: Lili Vasileff, CFP®, MAFF™, CDFA™

 Sheryl O'Connor
 Phil Lubinski

 3:15 PM - 5:00 PM

 Business and Finacial Forensics

 Introduction: Ivy Menchel, CFP®, CDFA®

 Michele Laws, CDFA®, MAFF™, CVA
 Turning Point Financial Group
 Divorce Dollars and Sense Corporation

Continuing Education 

The 4th Annual Virtual Retreat has been approved for Continuing Education Credit for IDFA and the CFP Board. Attendees will be eligible to earn up to 11.25 CEUs for CDFA and CFP. Self reporting forms are available upon request.

To earn Continuing Education credit, attendees must:

  • Attend and actively participate in each session
  • Have their webcam on at all times during the session
  • Complete the online session evaluation form and verify attendance by providing the Session Code for each day of the Annual Retreat attended. The Session Code and a link to the evaluation form will be provided at the end of each session.