2024 Retreat Agenda

ADFP 5th Annual Virtual Retreat Agenda

The ADFP 5th Annual Virtual Retreat, Bridging Divides: Leveraging Financial Innovations that Changes the Divorce Industry, will take place on September 26 - 27, 2024. We are excited to have industry experts guide us through how financial innovations are impacting the divorce industry, highlighting case studies that reveal the pros and cons of AI, complex asset tracking, new investment platforms, mobile apps, digital currencies, etc., and the impact these innovations have on our clients and our processes.

Thursday, September 26, 2024 11:30 AM - 5:45 PM Eastern Agenda is subject to change
TIME	SESSION	SPEAKER
11:30 - 11:35 AM	President's Welcome	Lili Vasileff, CFP®, MAFF™, CDFA™ President of ADFP
11:35 AM - 12:45 PM	Keynote Presentation Meet the Fourth Party: AI and the Future of Dispute Resolution	Colin Rule CEO of Mediate.com/ODR.com
12:45 - 1:00 PM	Break
1:00 - 2:00 PM	Invited Speaker Presentation Financial Innovation in Divorce	Lili Vasileff, CFP®, MAFF™, CDFA™ Wealth Protection Management
2:00 - 2:30 PM	Case Study One: Introduction Using FINTECH to Quantify Dissipation of Assets	Lili Vasileff, CFP®, MAFF™, CDFA™ Wealth Protection Management
2:30 - 3:10 PM	Breakout Session	Moderated by ADFP Directors
3:10 - 3:30 PM	Case Study One: Outcomes Using FINTECH to Quantify Dissipation of Assets	Lili Vasileff, CFP®, MAFF™, CDFA™ Wealth Protection Management
3:30 - 3:40 PM	Break
3:40 - 4:10 PM	Case Study Two: Introduction Identity Theft and Fraud Impacts Post Divorce	Lili Vasileff, CFP®, MAFF™, CDFA™ Wealth Protection Management
4:10 - 5:10 PM	Breakout Session	Moderated by ADFP Directors
5:10 - 5:40 PM	Case Study Two: Outcomes Identity Theft and Fraud Impacts Post Divorce	Lili Vasileff, CFP®, MAFF™, CDFA™ Wealth Protection Management
5:40 - 5:45 PM	Closing Remarks	Robert Bordett, CFP®, CDFA™

Friday, September 27, 2024 11:30 AM - 5:45 PM Eastern Agenda is subject to change
TIME	SESSION	SPEAKER
11:30 - 11:35 AM	Welcome	Lili Vasileff, CFP®, MAFF™, CDFA™ President of ADFP
11:35 AM - 12:05 PM	Case Study Three: Introduction Investment Scams and Cryptocurrency Fraud	Lili Vasileff, CFP®, MAFF™, CDFA™ Wealth Protection Management
12:05 - 1:05 PM	Breakout Session	Moderated by ADF Directors
1:05 - 1:35 PM	Case Study Three: Outcomes Investment Scams and Cryptocurrency Fraud	Lili Vasileff, CFP®, MAFF™, CDFA™ Wealth Protection Management
1:35 - 1:50 PM	Break
1:50 - 2:20 PM	Case Study Four: Introduction Social Media as Acceptable Evidence	Lili Vasileff, CFP®, MAFF™, CDFA™ Wealth Protection Management
2:20 - 3:20 PM	Breakout Session	Moderated by ADFP Directors
3:20 - 3:50 PM	Case Study Four: Outcomes Social Media as Acceptable Evidence	Lili Vasileff, CFP®, MAFF™, CDFA™ Wealth Protection Management
3:50 - 4:05 PM	Break
4:05 - 4:25 PM	Case Study Five: Introduction Risk of Improper Valuation of Complex Assets in Divorce
4:25 - 5:15 PM	Breakout Session	Moderated by ADFP Directors
5:15 - 5:35 PM	Case Study Five: Outcomes Risk of Improper Valuation of Complex Assets in Divorce
5:35 - 5:45 PM	5^th Annual Virtual Retreat Closing	Lili Vasileff, CFP®, MAFF™, CDFA™ Wealth Protection Management

Continuing Education

Continuing Education(CE) credit for IDFA and the CFP Board is pending for the 5th Annual Virtual Retreat. Attendees will be eligible to earn CE credit 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.