Virtual Retreat 2020

Do you want to learn, stretch, grow and be challenged as a divorce financial planning practitioner while still getting CE credits? We understand. We do too! That is why ADFP is not hosting a run-of-the-mill conference. Instead, we are bringing you a live virtual retreat during which we will dive deeply into a complex case study. Over the course of three afternoons, our expert presenters will tease apart the many issues that are presented.

In this fun, high-energy, focused retreat 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.

Schedule and Agenda

Date: November 11th

Welcome 1pm – 1:15pm EDT

Case Study 1:15pm – 5:30 PM (4 hours CE)

Presenters: Lili Vasileff, CFP®, CDFA®, MAFF™, Ivy Menchel, CFP®, CDFA® , CBEC; Sandy Voit, Ms., EDS, CDFA®, LMHC

Date: November 12th

Ethics for CFP, CDFA, Other Divorce Professionals 1pm –
4:15pm EDT (3 hours CE)

Presenters: Marguerita Cheng, CFP®, RICP®, Lori Lustberg, JD, CFP®, CDFA®; Lili Vasileff, CFP®, CDFA®, MAFF™

Money Psychology 4:15pm – 5:15 pm EDT (1 hour CE)

Presenter: Sara Stolberg Berkowicz, Ph.D., CFP®, CDFA®

Date: November 13th

Trusts and other Estate Issues in Divorce 1pm – 3 pm EDT (2 hours CE)

Presenter: Adon Solomon, J.D.

Complex Deferred Compensation Issues in Divorce 3:15 pm – 5:15 pm EDT (2 hours CE)

Presenter: Stacy Francis, CFP®, CDFA®, CES; Lisa Zeiderman, Esq. CFL™, CDFA®

Each day has breaks included.

Pricing for the Retreat is as follows:


$200 for 2 day Pass

$150 for 1 day Pass


Click here to Join ADFP now as a new member and pay membership Retreat prices!

$250 for 2 day Pass

$200 for 1 day Pass.


Impact 2020 ADFP Virtual Retreat