Orlando Conference Speaker Presentations

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

Tuesday, May 2 Presentations:

• Diane Pappas and Jessie Foster

  Slides: Best Practices for Incorporating a CDFA Professional into the Collaborative Team

• Stacy Francis

  Slides: I Got the CDFA Designation: What Now?
  Workbook: I Got the CDFA Designation: What Now?

Wednesday, May 3 Presentations:

• Justin Reckers

  Slides: The Gray Divorce Phenomenon: AARP to Academia and the Financial Media In-Between

• Michael Kitces

  Materials: See www.kitces.com/IDFA17.

• David Horowitz

  Slides: Same-Sex Divorce: Recent Developments in Same Gender Marriage and Custodial Issues

• Sue Burch

  Slides: Perspectives from a Family Law Judge

• Marketing Panel

  Slides: Marketing Your Practice Panel
  Article: People Contacting CDFA Before Attorney
  Handout: Crafting Your Elevator Pitch
  Handout: Defining Your Target Market

Thursday, May 4 Presentations:

• Barbara Shapiro

  Slides: Ethics and the CDFA Designation
  Handout: Secretaries of State

• Peggy Tracy

  Slides: Divorce Dissipation and Fraud
  Handout: Divorce Financial Infidelity and Fraud

• Nancy Hetrick

  Slides: Executive Compensation - The Ultimate Guide for Divorce Financial Planners
  Article: Family Law News - Employee Stock Option Division in Divorce
  Handout: Dividing Employee Stock Options Upon Divorce
  Handout: Dividing Stock Options
  Handout: Divorce and Stock Options
  Handout: Emloyee Stock Options - Tax Treatment and Tax Issues
  Handout - Employment Subpoena Rider
  Handout: Options and RSUs in Divorce
  Handout: RSU Harrison Calculation with Tax Withholding
  Handout: Stock Option RSU W-2 Allocation Form
  Handout: The Valuation and Division of Stock Options

• Emily McBurney

  Slides: Dividing Retirement Benefits: QDRO Basics for Divorce Financial Professionals
  Handout: QDRO Basics for Financial Professionals

• Adrienne Rothstein Grace

  Slides: Taking the Next Financial Steps: Top Ten Post-Divorce Financial Challenges

• Heather Brountas

  Slides: Psychographics in Marketing

• Mary Anne Ehlert

  Slides: Critical Divorce Strategies for Families with Special Needs

• Dan Caine

  Handout: Introduction to Family Law Software

• Jacki Roessler

• Karen Sparks

• Dan Caine

  Handout: Advanced Topics in Family Law Software

Friday, May 5 Presentations:

• Mark Prendergast

  Slides: A Survey of Section 1041: Fundamentals, Planning, and Pitfalls

• Peggy Tracy

• Ginita Wall and Candace Bahr

  Slides: From 'I Do' to 'I'll Sue' - Building a Thriving Divorce Niche Practice

Sponsor Solution Sessions:

• Smarter Divorce Solutions

  Slides: Smarter Divorce Solutions