Conference Speaker Presentations

To download a presentation, click on the materials listed below.

Wednesday, October 19 Presentations:

• Faisal Karmali, CIM, CFP, CDFA

  Divorce Financial Planning: An Update on the Industry

• Pat Johnston, FSA, FCIA

  Don’t Rely on the Pension Plan Administrator

Thursday, October 20 Presentations:

• Sharon Numerow, CDFA, B.Comm

  Divorce and the Tax Return: Helping Clients Wade Through the Jungle

• Angela Mercier, CDFA

  Grey Divorce

• Brad Mustard, LL.B.

  The Dynamics of Conflict - Understanding Conflict and the Role

• Kim Moody, FCA, TEP

  Canadian and U.S. Tax Considerations on Divorce

• Nizam Shajani, CPA, CA, MBA

  Income Determination and Valuation of Businesses in Divorce

Friday, October 21 Presentations:

• Eva Sachs, CFP, CDFA

  Slides - Part I - Essential “Best Practices” for CDFA Professionals
  Slides - Part II - Essential “Best Practices” for CDFA Professionals

• Beryl McNeill, LL.B. & Wendy Olson-Brodeur, CFP, CFDS

  Slides - Part I - Traditional Divorce vs. Collaborative Divorce: What Financial Specialists Need to Know
  Slides - Part II - Traditional Divorce vs. Collaborative Divorce: What Financial Specialists Need to Know

• Susan Roberts, B.Comm

  The Impact of the 2016 Federal Budget on Child and Spousal Support Calculations