2025 Retreat Agenda
ADFP 6th Annual Virtual Retreat Agenda
The ADFP 6th Annual Virtual Retreat, Complexity to Clarity: Navigating High Stakes Divorce, will take place on October 9 - 10, 2025.
This premier educational event is designed to elevate your expertise in handling sophisticated divorce cases. ADFP 2025 brings together top professionals to explore the intricate financial, legal, and cross-border challenges that arise in high-net-worth and high-conflict divorce matters. Real-world case study sessions provide opportunities to further examine advanced topics with industry leaders and peer professionals in small group breakout sessions.
Thursday, October 9, 2025 | ||
| TIME | SESSION | SPEAKER |
| 11:30 AM - 11:45 AM | Retreat Welcome | Bob Bordett CFP®, CDFA™ |
| 11:45 AM - 1:15 PM | Invited Speaker Presentation: International Divorce | Elizabeth Carson Partner, Penningtons Manches Cooper LLP |
| 1:15 PM - 1:25 PM | Break | |
| 1:25 PM - 2:55 PM | Invited Speaker Presentation: Business Valuation Business Valuations in the Divorce Process | Anthony Basile, CPA, PC Long Island Forensic and Valuation |
| 2:55 PM - 3:05 PM | Break | |
| 3:05 PM - 3:20 PM | Case Study One: Introduction | Lili Vasileff, CFP®, MAFF™, CDFA™ |
| 3:20 PM - 3:50 PM | Breakout Session | Moderated by ADFP Directors |
| 3:50 PM - 4:05 PM | Case Study One: Discussion & Outcomes International Divorce | Lili Vasileff, CFP®, MAFF™, CDFA™ ADFP President Emeritus |
| 4:05 PM - 4:15 PM | Break | |
| 4:15 PM - 4:30 PM | Case Study Two: Introduction Business Valuation | Bob Bordett CFP®, CDFA™ ADFP Co-President |
| 4:30 PM - 5:00 PM | Breakout Session | Moderated by ADFP Directors |
| 5:00 PM - 5:15 PM | Case Study Two: Discussion & Outcomes Business Valuation | Bob Bordett CFP®, CDFA™ ADFP Co-President |
| 5:15 PM - 5:30 PM | Day One Closing Remarks | Janet Rhodes Friedman, CFP®, CDFA®, MBA |
| Friday, October 10, 2025 11:30 AM - 5:45 PM Eastern Agenda is subject to change | ||
| TIME | SESSION | SPEAKER |
| 11:30 AM - 11:35 AM | Day Two Retreat Welcome | Ivy Menchel, CFP®, CDFA® |
| 11:35 AM - 1:05 PM | Invited Speaker Presentation: Trust Assets Attacking and Defending Trust Assets in Divorce | Sharon L. Klein Executive VP, Wilmington Trust, N.A. |
| 1:05 PM - 1:20 PM | Case Study Three: Introduction Trust Assets & Wealth Transfer | Lili Vasileff, CFP®, MAFF™, CDFA™ ADFP President Emeritus |
| 1:20 PM - 1:50 PM | Breakout Session | Moderated by ADFP Directors |
| 1:50 PM - 2:05 PM | Case Study Three: Discussion & Outcomes Trust Assets and Wealth Transfer | Lili Vasileff, CFP®, MAFF™, CDFA™ ADFP President Emeritus |
| 2:05 PM - 2:15 PM | Break |
|
| 2:15 PM - 4:15 PM | Invited Speaker Presentations: Real Estate Dividing the Deal: Untangling Investment Property Ownership in Divorce | Parker Lucas, CAIA Concetta G. Spirio, Esq. |
| 4:15 PM - 4:25 PM | Break | |
| 4:25 PM - 4:40 PM | Case Study Four: Introduction Real Estate | Bob Bordett CFP®, CDFA™ ADFP Co-President |
| 4:40 PM - 5:10 PM | Breakout Session | Moderated by ADFP Directors |
| 5:10 PM - 5:30 PM | Case Study Four: Discussion & Outcomes Real Estate | Bob Bordett CFP®, CDFA™ ADFP Co-President |
| 5:30 PM - 5:45 PM | 6th Annual Virtual Retreat Closing | Bob Bordett CFP®, CDFA™ ADFP Co-President |
Continuing Education
A total of 10.5 hours of Continuing Education (CE) credit for the ADFP 6th Annual Virtual Retreat have been approved for both IDFA and the CFP Board. Attendees will be eligible to earn CDFA and CFP CE credit for attending the Annual Retreat.
To earn Continuing Education credit, attendees must:
- Attend and actively participate in each session
- Have their webcam on at all times during the Retreat
- Verify their attendance for each presentation and case study for which they are seeking CEUs. Attendance is verified by providing the unique 5-digit code for each presentation on the online Attendance Verification form. The code and link to the form will provided at the end of each presentation and case study.
- Complete the online session evaluation form for each day of the Annual Retreat attended. The link to the evaluation form will be provided at the end of each day.
