Chapters

Chapter meetings and events are a great opportunity to meet with colleagues, share best practices, learn something new and generally stay current with what is going on in your profession. Come prepared to contribute so you can give as well as take. Click on a state name on the drop-down menu to locate the nearest chapter.No chapter nearby? The ADFP is establishing local chapters throughout North America. If you are interested in establishing a chapter in your area, pleasee,email us at kristin.beane@divorceandfinance.org

 

California

Director: Co-Directors Jerry Cohen, CPA, CFF, ChFC, CDFA™, and Kathleen M. Faulkner, CDFA™, IARADFP CA Chapter Meetings are held in northern California (Oakland) on the 4th Saturday of January and in southern California (Burbank) on the 4th Saturday of July, from 10:00 a.m. to 4:00 p.m.Cost:

  • $55 for ADFP MEMBERS ONLY IF RECEIVED IN TIME FOR – “Early Bird” rate
  • $65 if postmarked after deadline
  • $65 for NON-MEMBERS OF ADFP

E-mail the Registrar or Facilitator for Registration Form:Registrar – Jerry Cohen @ jcohen@cdfplanning.com Facilitator – Kathleen Faulkner @ kathleenfaulkner@sbcglobal.net

 

Connecticut

Director: Lili Vasileff, CFP®, MAFF™, CDFA™, Brenda Catugno, CDFA™, CFP®, ChFCOur 2016 meeting dates will be announced soon. Bring your own brown bag lunch. Cost: $10 ADFP Members, $15 Non-membersThis meeting is hosted by Chapter Chairs Lili Vasileff, CFP®, MAFF™, CDFA™ and Brenda Catugno, CDFA™, CFP®, ChFC. To RSVP or for more information, contact Brenda at brenda@brendacatugno.com or (203)644-0377.

 

Illinois

Divorce Illinois, Illinois Chapter of the Association of Divorce Financial PlannersChapter President, Peggy Tracy, CDFA™, CFP®, CFE, Chapter Treasurer, Deb Aurand, CDFA™, CPA , Director Membership, John Sullivan, CFP®, ChFC, CLE, CDFA™, Cathy Belmonte Newman, CDFA™, John Maguire, CDFA™, Lisa B. Tang, CDFA™ADFP IL Chapter Meetings are held on the second Friday of February, May & September from 8:30 AM to 11:30 AMIf you have questions, require more information, or would like to RSVP please visit www.DivorceIllinois.org or Cheryl Glazer, Chapter President at 610-256-8076, or the ADFP office at 888-838-7773 adfp@DivorceAndFinance.org.

 

Massachusetts

Greater Boston Area ChapterCo-Directors: Janet Friedman, CFP®, CDFA™ and Diane Pappas, CDFA™

The ADFP Greater Boston Chapter meets on the first Thursday of every month* from 12:00 PM to 2:00 PM (EST) at 301 Edgewater Dr., #200, Wakefield, MA 01880.  The main event at most meetings is a professional presentation and discussion relating to an aspect of the divorce process.  Most sessions qualify for Continuing Education credits for CFP®, CDFA™ & CPA & and are ADFP Approved.  There is time before and after our presentation to ‘meet & greet’ other dynamic professionals, often from vastly different areas.  Bring your ideas, knowledge and lunch!* Except July, August & November.

 

New York

Greater New York MetroDirector: Stacy Francis, CFP®, CDFA™ADFP GNYM Chapter Meetings are held monthly on a Monday from 8:30AM – 10:30AM at Pera Mediterranean Brasserie – Madison Ave., New York, NY 10017.

Metro NYC Support and Development for Divorce Financial ProfessionalsDirector: Ivy Menchel, CFP®, CDFA™Many of our Metro NYC CDFA’s have asked and we have listened! The ADFP is providing divorce financial professionals with the opportunity to participate in a monthly support group.  Actual cases will be discussed to develop process, enhance skills and improve client (and our) experiences.  Support groups improve our individual expertise and participation requires a commitment to all other members in the group to attend all meetings to elevate the profession.Meetings will be held on the second Friday of each month.  Details are below:8:30-10:00amIvy Menchel / Family Wealth Planning Partners570 Lexington Ave – Suite 1600 (between 50-51st Streets)212.244.4702We look forward to seeing you!

 

Ohio

Director: The ADFP OH Chapter Meetings generally take place in Columbus but that is subject to change based on attendance. Meeting dates to be announced soon. We meet from 9:30 AM – 1:30 PM. Lunch is available for a charge. http://www.ohiodivorcefinance.com

 

Rhode Island

Southern New England Chapter

Director: Paul CapuzzielloADFP SNE Meetings will generally be held bi-monthly. The next meeting will be announced shortly. Those interested in further information about the chapter should contact Paul Capuzziello at (401) 334-0570 (email: paul.t.capuzziello@ampf.com).

 

Tennessee

Director: Rosemary Frank, MBA, CDFA™

ADFP TN Chapter Meetings are held from 2-4 pm in Brentwood, TN on the second Friday of every odd numbered month. If you have questions or wish to RSVP, you may reach Rosemary Frank at rosemary@rosemaryfrank.com or by phone, 615-595-6850.