THURSDAY, OCTOBER 26

AGENDA

10:00 am to 12:00 noon ADFP Board Meeting Metro 1

12:00 noon Registration & Exhibit Setup Metro Ballroom Foyer 1:00 pm to 2:15 pm Constance Logan, CPA, JD Salon A/B Trump Tax Changes that May Impact Divorce Settlements 2:15 pm to 2:30 pm Break Metro Ballroom Foyer 2:30 pm to 4:10 pm APFM/ADFP Roundtable: Bridging The Gap/Team Mediation Salon A/B Stacey H. Langenbahn, J.D., Amanda Singer, Esq., MDR, CDFA, Chris Chen, CFP®, CDFA, Cheryl Glazer, MST, Jennifer Failla, CFP®, CDFA, CRPC, MAFF 4:15 pm to 4:30 pm Break Metro Ballroom Foyer 4:30 pm to 5:45 pm Kathleen Burns Kingsbury Salon A/B Is Your Client’s Gender Costing Her a Fortune? How to Empower Women to Pay Less and Negotiate More 6:00 pm to 7:00 pm Reception & Book Signing Metro Ballroom Foyer

Constance Logan Stacey Langenbahn Amanda Singer Chris Chen Cheryl Glazer Jennifer Failla Kathleen Burns Kingsbury

H O S T E D B Y

Fr iday, OCTOBER 27

AGENDA

7:30 am to 8:30 am Breakfast Salon D 8:30 am to 8:45 am Opening Remarks Salon A/B 8:45 to 10:00 am Sarah Newcomb Salon A/B Money, Emotions, and Needs: A Behavioral Economics ApproachtoMediatingFinancialConflictsinDivorce 10:00 am to 10:20 am Break Metro Ballroom Foyer 10:30 am to 11:45 am Lee Conti Salon A/B Part 1 Protecting the Alimony & Child Support Payments When the Payor is Disabled

Part 2: How to Keep a Retirement Account Growing with Annual Deposits During a Disability – 11:50 am to 12:50 pm Lunch Salon D Breakout Session 1

1:00 pm to 1:50 pm Steve Hernsberger, JD Salon C Bulletproof your QDRO’s

1:00 pm to 1:50 pm Andrew Samalin, CFP®, EA, CDFA Salon A/B Creating Liquidity Solutions with Illiquid Real Estate Assets

Sarah Newcomb Lee Conti Steve Hernsberger Andrew Samalin

Meeting Space WifiLogin In: eventsPassword: crowne

H O S T E D B Y

Fr iday, OCTOBER 27

AGENDA

Breakout Session 2

2:00 pm to 2:50 pm Steve Hernsberger, JD Salon C Bulletproof your QDRO’s

2:00 pm to 2:50 pm Michael Aurit, JD, MDR, Justin Kelsey, Esq., Salon A/B and Amanda Singer, Esq., MDR, CDFA Marketing to Mediators

2:50 pm to 3:10 pm Break Metro Ballroom Foyer 3:10 pm to 4:25 pm Sara Stolberg Berkowicz, CFP®, CDFA Salon A/B Financial Implications of Gray Divorce

4:30 pm to 5:45 pm Mary Beth Franklin, CFP® Salon A/B The Dirty Dozen: Social Security Rules for Divorced Spouses 6:00 pm to 7:00 pm Reception Salon D

Steve Hernsberger Michael Aurit Mary Beth FranklinSara Stolberg Berkowicz Justin Kelsey Amanda Singer

H O S T E D B Y

Saturday, OCTOBER 28

AGENDA8:00 am to 9:00 am Breakfast Salon D

9:00 am to 10:15 am Michael Kothakota, MBA, CDFA, CFP®, ASA & Jessica Wery, Ph.D. Salon A/B Factors that Effect Perception of Fairness in Alimony Settlements

10:15 am to 10:30 am Break Metro Ballroom Foyer

10:30 am to 11:45 am Bob Bordett, CFP®, CDFA, Sandra Crawford, JD Salon A/B and Marsha Schechtman, LCSW What Do You Get When You Put a Financial Divorce Planner, Family Law Attorney and a Mental Health Professional Together?

11:45 am to 12:00 pm Break Metro Ballroom Foyer

Breakout Session 112:00 pm to 12:50 pm Chris Chen, CFP®, CDFA Salon C ChallengeswithValuingDefinedBenefitPensionsinDivorce

Breakout Session 212:00 pm to 12:50 pm Doug Katz Salon A/B Planning for a Mortgage During a Divorce or Separation

12:50 pm to 1:20 pm Lunch Salon A/B

1:30 pm to 3:10 pm Lisa Anderson, MST Salon A/B Advanced Tax and Asset Division and Valuation Issues in Divorce and Separation

Michael Kothakota Jessica Wery Marsha SchechtmanBob Bordett Doug Katz Lisa AndersonSandra Crawford

H O S T E D B Y