Complicated Nuances of Grey Divorce: The Perfect Storm?
Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has more than doubled since 1994. Contrary to expectations, long term marriages are not immune and the largest increase (55%) is in first time marriages of over 20 years. The gray divorce phenomenon is much examined because of its impact on the economy and on younger generations.
In this fun, high-energy, focused retreat we will use a case study to tease out a multitude of issues, challenges, nuances within the laws, conflicts of what’s in the client’s best interests, and practice risks we all encounter. Our retreat uses this case study to segue into exceptional presentations from experts on many of the complex case issues in the subsequent days. You will be exposed to profound tactical perspectives and creative strategies that will open the door for learning and building your skill set. We will rapidly shift you into becoming a deep thinker and better communicator. We will help you learn what you must do to move your practice forward and achieve superior execution of your tasks.
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INTENSE CASE STUDY AND BREAK OUT GROUPS
WITH IVY MENCHEL, CFP, CDFA AND LILI VASILEFF, CFP, CDFA
About Ivy Menchel
About Lili Vasileff
Lili Vasileff - is a nationally recognized expert in divorce and wealth protection as a practitioner, leader, writer, speaker and author of 4 books on divorce, including “Money & Divorce: The Essential Roadmap to Mastering Financial Decisions” published by the ABA. She is sought after for her seasoned experience and deep knowledge about complicated financial issues in divorce and wealth protection management. Lili is regularly consulted with and called into high net worth legal proceedings that have national recognition.
She is one of the distinguished trailblazers of divorce financial planning who has been a catalyst in developing a professional niche that has led to an international movement and thousands of practitioners today.
Date: November 18th - 1:00 pm EST to 5:30 pm EST
CASE STUDY WRAP UP WITH BREAK OUTS
Presentation: THE EMOTIONS OF GRAY DIVORCE AND HIGH CONFLICT
By BILL EDDY, LCSW, ESQ.
Presentation: Insurance and Appraisals of Intangible Assets
Speaker to be Announced
Presentation: FINDING INCOME WHERE YOU DON’T EXPECT IT
BY KATHERINE MILLER, ESQ.
Presentation: PANEL: SHARON KLEIN, ESQ - MODERATOR, ELIZABETH BROWN, ESQ, TOM COLIN, ESQ AND DEBORAH WAYNE, ESQ., CDFA.
Each day starts at 1:00 pm EST and ends at 5:30 pm EST with breaks included
Pending several CEUs for CFP, ADFP and IDFA requirements.