Speakers and Sessions

Click the tabs below the see various speakers, sessions, and activites being held during the IDFA National Conference.

  • Day 1 October 5th
  • Day 2 October 6th
  • Day 3 October 7th
  • Day 4 October 8th
  • Day 5 October 9th
  • General Session
12:30 PM - 01:00 PMConference Welcome By Carol Lee Roberts
01:00 PM - 03:00 PMCOVID-19’s Impact on Social Security Claiming Decisions By Mary Beth Franklin(Click to Expand)

Session Description:

Social Security benefits represent one of the few sources of guaranteed income that retirees can count on for life. Deciding when and how to claim Social Security benefits is one of the most important decisions that retirees will ever make, but the rules are complicated. While there has been a growing appreciation in recent years of the value of delaying Social Security to maximize lifetime benefits, the COVID-19 pandemic and its devastating impact on the economy has prompted some Americans to rethink their previously planned Social Security strategy. Whether responding to job loss or market volatility concerns, claiming Social Security earlier than planned can resolve some immediate income needs.

In this two-hour session, you will:

1. Understand how claiming age affects the amount of Social Security benefits received by retirees and their surviving spouses;
2. Learn how earnings from a job can reduce benefits if claimed before full retirement age and what to do if you retire after exceeding annual earnings limits;
3. Discover strategies to reverse early claiming decisions and create larger future benefits.

About Mary Beth Franklin:

Mary Beth Franklin is one of the country’s leading experts on Social Security and Medicare. An award-winning journalist and Certified Financial Planner, Mary Beth writes a weekly column on retirement issues for Investment News, a publication for financial advisers. She is also the author of the ebook, Maximizing Your Social Security Retirement Benefits. In 2016, Mary Beth was honored with a Hero Award from the Women’s Institute for a Secure Retirement (WISER) for her efforts to improve retirement security among women. She is also an inaugural member of the Certified Financial Planner Board of Standard’s Women’s Initiative Council, which focuses on improving gender and racial diversity in the financial services profession. Previously, Mary Beth served as the tax and retirement editor for Kiplinger’s Personal Finance magazine and editor of Kiplinger’s annual Retirement Planning Guide. Earlier in her career, Mary Beth was a Capitol Hill reporter for United Press International. She is a frequent guest on numerous radio and television programs.

Approved for two (2) hours of CDFA and CFP Board Credit
03:00 PM - 04:00 PMImplementation Impasse: Why Good Clients Don’t Follow Great Advice By Dr. Moira Somers(Click to Expand)

Session Description:

The plan is logical; the advice is sound; the client voices full agreement; and yet – NOTHING is happening! Is the client stuck? Resistant? In need of more persuading? How you choose to frame this inaction can affect everything that follows in your work together.

Dr. Somers has long studied what happens in this moment of a relationship, and how to effect more positive outcomes. Join the author of the bestselling business book, Advice that Sticks,to learn all about the problem of non-adherence and the practical solutions for it. Leave with a blueprint for creating working alliances that are stronger than ever.

Audience takeaways include:

  1. Knowledge of the five factors that affect whether clients will follow through on their good intentions and commitments
  2. Strategies for assessing and increasing clients’ readiness to implement
  3. Tactics for preventing burnout and compassion fatigue
Approved for one (1) hour of CDFA and CFP Board Credit
  • General Session
  • Track A
  • Track B
09:00 AM - 12:00 PMPre-Conference Workshop – How to Kick Start Your CDFA Practice By Nancy Hetrick, CDFA®, MAFF™, AWMA®(Click to Expand)

Session Description:

This extended session will take a deep-dive into developing a successful niche divorce practice on a shoestring budget in record time.  Topics to be covered include:

  1. Defining your vision and your target markets
  2. Crafting a successful marketing plan and content creation
  3. The Nine Areas to Master for a Successful Business and what to tackle first
  4. The Client Lifecycle
  5. Mastering the Initial Consultation

If you’ve had your CDFA® for awhile but you aren’t seeing the results you had hoped for, this session is for you.

About Nancy Hetrick:

Nancy Hetrick, CDFA®, MAFF™, AWMA®, is the owner of Smarter Divorce Solutions, LLC, the Divorce Financial Planner Training Center, and is a financial advisor with Better Money Decisions. Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® professionals through www.DivorceFinancialTraining.com.

Approved for 3.5 hours of CDFA and CFP Board Credit

01:00 PM - 02:00 PMWomen and Millenials By Cathy Hiscott(Click to Expand)

Session Description:

There are numerous untapped, diverse, profitable market opportunities in Canada. Join Cathy as she shares some strategies and tactics to help you communicate and resonate more effectively and efficiently to help you grow your business in these markets.

About Cathy Hiscott:

Cathy began her career as an advisor in 1991 with MetLife and since then has held numerous leadership roles in the exclusive and independent advisor network.

Cathy & her team are leading FHG’s national and regional advisor and sales network leadership, development & education programs & conferences, delivering what’s important to today’s insurance and investment practitioners.

As the leader of Excel Private Wealth, Cathy is taking the regional based dealership nationally, to provide Mutual fund registered advisors with full service independent mutual fund dealership.

Cathy is a CFP, a member of Advocis, and a member of LIMRA committees, and is a member of the Canadian GAMA board.

Approved for one (1) hour of CDFA and CFP Credit
02:15 PM - 04:30 PMBreakout Sessions(Click to Expand)

For More Information, Click On Tabs Above

TrackSession TitleSpeaker Name
ACollege Funding, Student Loans and Divorce Sandy Voit
BSo, Your Client Needs What Type of Analysis?Karen Sparks
A Using QDROs to Enhance Your RevenuesTimothy Voit
BFamily Law SoftwareDan Caine
02:15 PM - 03:30 PMDivorce, Financial Aid & College Funding By Sandy Voit(Click to Expand)

Session Description:

This presentation will provide a basic understanding of how federal financial aid is determined. It will clarify who fills out the application, and the criteria considered – focusing on two households. He will suggest strategies to enhance financial aid awards, especially in settlement agreements, and provide options for funding college.

About Sandy Voit:

Sandy Voit, CDFA®, and Licensed Mental Health Counselor specializes in personal finance counseling, helping self-employed professionals set up their business, and supports divorcing couples seeking to attain a successful, fair and equitable financial settlement.

Sandy earned a Master of Science degree in Counseling and Personnel Services from the University at Albany. After a career in higher education administration for 27 years at five universities (including Director of Financial Aid and Dean of Students at Bastyr University), he served as executive director at a large synagogue in Seattle before establishing a financial counseling private practice in 2006, and becoming a Certified Divorce Financial Analyst® professional in 2007.

Approved for one (1) hour of CDFA and CFP Credit
03:30 PM - 04:30 PMUsing QDROs to Enhance Your Revenues By Timothy Voit(Click to Expand)

Session Description:

The goal of this discussion is to enlighten financial professionals, investment advisors, attorneys how to use QDROs as an additional revenue source, as well as basics of how and when QDROs apply – whether it be to secure a spouse’s share of retirement as an asset, lump-sum alimony, or child support and child support arrearages. All potentially lump-sum distributions for investment purposes with the investment advisors in mind. Secondly, the discussion explains how the CDFA helps advise parties on the best course of action – whether to divide a retirement plan/account by a QDRO or offset a retirement account’s value. Topics covered include business development, understanding QDROs, and QDRO distributions for investment purposes, effectively using QDROs as a powerful tool in child support enforcement, what plans can or cannot be divided by a QDRO or like order, and liability issues. Whether the listeners are interested in preparing QDROs for family law attorneys, dividing retirement accounts in divorce, or simply having a desire to understand which plans allow lump-sum distributions, the QDRO field is wide open for those who want to learn while at the same time enhancing their revenues.

About Tim Voit:

Tim Voit is the author of Retirement Benefits & QDROs in Divorce (published by CCH), as well as Federal Retirement Plans in DivorceStrategies & Issues. Tim Voit has prepared QDROs and valued pensions for nearly 30 years and taught at the International College courses specific to the preparation of QDROs. Tim Voit is a graduate of the University of Wisconsin – Milwaukee and has has been qualified as an expert witness in both state and federal courts.

Mr. Voit has been retained in legal malpractice cases by the insurance carrier to reverse QDRO transfers and/or compute damages and is often called upon to lecture on liability issues. Tim Voit has been interviewed and quoted in Forbes, BusinessWeek, NewsWeek, and Rueters. Mr. Voit has developed online courses for CCH, IOMA, and the International College, specifically the Introduction to QDROs in Divorce and Effectively Drafting QDROs in Divorce.

Approved for one (1) hour of CDFA and CFP CE Credit
02:15 PM - 03:30 PMSo, Your Client Needs What Type of Analysis?: An Intensive Client CSE Study Review By Karen D. Sparks, C.D.F.A.®, J.D.(Click to Expand)

Session Description:

Each client engagement for a CDFA™ provides its own unique blueprint and can often raise issues of the first impression. This workshop will be an opportunity for practitioners to participate in an interactive and intensive learning session to develop best practices in identifying and analyzing the nuances of core client analysis tasks such as spousal support, unique assets, and investment/retirement accounts.

About Karen Sparks:

Karen D. Sparks, CDFA®, J.D., is the principal and owner of Divorce Financial Strategists™. Ms. Sparks has over 20 years of professional experience in the legal field, providing senior-level paralegal support and the business sector as a CFO/Business Manager to provide all aspects of financial oversight and project management support. In 2010, Ms. Sparks obtained her professional designation as a Certified Divorce Financial Analyst® from the Institute of Divorce Financial Analysts®, which currently has over 5000 CDFA® practitioners across the United States and Canada.

As a CDFA®, she can accomplish her primary objective to help clients establish and maintain financial health even in the midst of a difficult life challenge such as divorce or separation.

She serves clients locally throughout the state of California and nationwide for divorce and separation financial analysis as well as post-divorce financial implications. She is a frequent conference speaker focusing on all aspects of spousal support, mid-life divorce complications, and the intersection of culture and gender in the divorce process. Ms. Sparks has been a retained expert and trial expert witness regarding marital standard of living analysis and has created very popular webinars on this subject. She has also been retained to provide business valuation analysis to determine income available for support and determine separate and community interests for marital real estate.

She is the co-author of the “Stress Free Divorce Vol. 1” published in April 2017. Additionally, her published work includes articles in the Divorce Financial Analyst Journal, Family Lawyer Magazine, and a contributing financial expert for Worthy.com. In November 2019, Divorce Financial Strategists was selected for the 2019 Best of Santa Clara Award in the Financial Services category by the Santa Clara Award Program.

Ms. Sparks is a member of the San Mateo County Bar Association, the Institute of Divorce Financial Analysts®, and the Association of Divorce Financial Planners. She serves as a Fee Arbitrator for the San Mateo County Bar Association’s fee arbitrator program.

Ms. Sparks served as a director on the Board of Directors for the Association of Divorce Financial Planners from 2015 to 2018.

Approved for one (1) hour of CDFA and CFP Board Credit
03:30 PM - 04:30 PMFamily Law Software: Most Frequently Asked Questions By Dan Caine(Click to Expand)

Session Description:

Review Family Law Software and the various reports available. 

About Dan Caine:

Daniel Caine is a Massachusetts-based attorney and is an active founder of Family Law Software, Inc., along with Wendell Smith, both of whom were also partners in the company that developed the critically-acclaimed and best-selling income tax software program “TaxCut,” which was sold to H&R Block, and who continue to market the product today.

Approved for one (1) hour of CDFA and CFP Board Credit
  • General Session
  • Track A
  • Track B
01:00 PM - 03:15 PMBreakout Sessions(Click to Expand)

For More Information, Click On Tabs Above

TrackSession TitleSpeaker Name
AExecutive CompensationNancy Hetrick
BThe Last Puzzle Piece: Divorce, Medicaid and Long-Term Care PlanningCathy Sikorski
AAttorney-CDFA Relationships: Case Studies on TeamworkMark Prendergast
BHow to Practice as a CDFA in the Wirehouse WorldSylvia Guinan, Danielle Adalma, and Paula Sabbaghta
03:30 PM - 04:30 PMWhat Is Collaborative Practice and How Can a CDFA Be Part of the Process By Ross Evans(Click to Expand)

Session Description:

Collaborative Practice is a voluntary dispute resolution process in which parties settle without resort to litigation.

In Collaborative Practice:

  1. The parties sign a collaborative participation agreement describing the nature and scope of the matter;
  2. The parties voluntarily disclose all information which is relevant and material to the matter that must be decided;
  3. The parties agree to use good faith efforts in their negotiations to reach a mutually acceptable settlement;
  4. Each party must be represented by a lawyer whose representation terminates upon the undertaking of any contested court proceeding;
  5. The parties may engage mental health and financial professionals whose engagement terminates upon the undertaking of any contested court proceeding; and
  6. The parties may jointly engage other experts as needed.

Collaborative Practice provides you and your spouse or partner with the support and guidance of your own lawyers without going to court. Additionally, Collaborative Practice allows you the benefit of coaches, child, and financial specialists all working together with you on your team.

In Collaborative Practice, core elements form your commitments to this process, which are to:

  • Negotiate a mutually acceptable resolution without having courts decide issues.
  • Maintain open communication and information sharing.
  • Create shared solutions acknowledging the highest priorities of all.

Financial Professionals work as Neutral Members of the Professional Team and play an important role in the Collaborative Process.  From helping gather all of the financial information concerning the family, to developing strategies and potential outcomes that meet the party’s goals and interests, having the work handled by a Neutral Individual can make the difference for any spouse who is concerned about a power imbalance that may have occurred during the marriage.  The Financial Neutral is paid on an hourly basis and while they cannot accept any post CP business from either party (which would question Neutrality) they often cross-refer to other Financial Specialists involved in their Collaborative Practice Group.

Join me in learning about this powerful process and how it can help you find passion in helping families going through Divorce.

Approved for one (1) hour of CDFA and CFP Board Credit
01:00 PM - 02:00 PMExecutive Compensation By Nancy Hetrick, CDFA®, MAFF™, AWMA®(Click to Expand)

Session Description:

Would you like to gain an in-depth understanding of exactly how to handle the most common executive compensation awards in a divorce situation?
We will cover:

  1. Stock Options
  2. RSU’s

And discuss:

  1. Are they marital?
  2. Are they vested?
  3. Will they be valued?
  4. How will they be divided?
  5. What are the tax implications?
  6. Will they be considered and asset, income or both for purposes of spousal maintenance and child support?
  7. And much more!

About Nancy Hetrick:

Nancy Hetrick, CDFA®, MAFF™, AWMA®, is the owner of Smarter Divorce Solutions, LLC, the Divorce Financial Planner Training Center, and is a financial advisor with Better Money Decisions. Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® professionals through www.DivorceFinancialTraining.com.

Approved for one (1) hour of CDFA and CFP Board Credit
02:15 PM - 03:15 PMAttorney-CDFA Relationships: Case Studies on Teamwork By Mark Prendergast and Janet Dockstader(Click to Expand)

Session Description:

We will go through four case studies based on real cases and discuss the successes, failures, frustrations, and outcomes. The focal point for each will be how the CDFA recognizes issues that may be in the attorney’s blind spot. Significant emphasis will be placed on issues pertaining to current taxes, future taxes, and future cash flows based on the proposed property settlement. We will also discuss areas where we might obstruct efficient settlement.

About Mark Prendergast:

Mark Prendergast is the Director of Tax Strategies at Inspired Financial, a comprehensive financial planning firm in Huntington Beach, California, where he heads up the divorce consulting department. He is a practicing CDFA®, CPA, and CFP® and has given numerous continuing education presentations for a variety of organizations, including the Institute for Divorce Financial Analysts (IDFA), the Financial Planning Association (FPA), California Society of CPAs, Wealth Counsel, and the National Association of Personal Financial Advisors (NAPFA).  

He started his career with the international accounting firms Ernst & Young (then Ernst & Whinney) and Price Waterhouse having attained the position of tax manager.  He is married to Evelyn Zohlen, the 2019 president of the Financial Planning Association, who is also the founder of Inspired Financial.

About Janet Dockstader:

Janet Dockstader is a graduated from UC Santa Barbara, finished her education at Loyola Law School (Los Angeles), and is the founding partner of Dockstader Orliczky in Seal Beach, California.  She is certified by the California State Bar as a Certified Specialist in family law.  

Janet has been named a Super Lawyer each year since 2016 and holds the highest peer rating possible of AV Preeminet from MartindalHubbel and has an Avvo “Superb” rating.  She has received many local and regional recognitions such as America’s Most Influential Women (Sky Radio), Los Angeles Women Leaders in Law (LA Times), and Best of Long Beach for family law attorneys.  She is an active member of Ball Hunt Inns of Court, an organization that includes prominent attorneys and judges. 

Janet has strong litigation skills and is trained in mediation which she uses to negotiate settlements to help clients avoid litigation altogether.  She has provided divorce-specific continuing education for the Financial Planning Association and the California Society of CPAs.

Approved for one (1) hour of CDFA and CFP Board Credit
01:00 PM - 02:15 PMThe Last Puzzle Piece: Divorce, Medicaid and Long-Term Care Planning By Cathy Sikorski(Click to Expand)

Session Description:

Long-Term Care planning is often forgotten as a critical piece of divorce planning. Find out which tools your client needs to make a plan and keep a plan in place. Also learn the real cost of long-term care and how Medicaid can help or hinder a plan or decimate assets gained in a divorce when the long-term care piece of the puzzle is lost.

About Cathy Sikorski:

Cathy Sikorski is a practicing attorney dealing in Elder Law. She has been a significant caregiver for the past 25 years. Cathy does presentations, seminars, radio programs, television, and podcasts.

Her first book Showering with Nana: Confessions of a Serial (killer) Caregiver was released by HumorOutcasts Press. Corner Office Books, a business imprint of HumorOutcasts Press released Cathy’s second book premiered as a #1 Amazon book Who Moved My Teeth?, a practical and legal guide for adults and caregivers. Cathy is a contributing author for the HumorOutcasts.com website. She has been featured on the Huffington Post, and AARP and is a SheSource Women’s Media Expert. Cathy has been recognized by financial, legal, and aging organizations as a key educator and thought leader. Humor is a vital part of her presentations and she can be seen on the West Chester Story Slam YouTube channel.

Approved for one (1) hour of CDFA and CFP Board Credit
02:15 PM - 03:15 PMHow to Practice as a CDFA in the Wirehouse World By Sylvia Guinan, Danielle Adalma, and Paula Sabbaghta(Click to Open)

Session Description:

Join our participants as they discuss how they have navigated questions such as:

  1. How to market my CDFA services?
  2. What software can I use, has compliance approved it?
  3. How can I charge for my services, can I charge for my CDFA work?
  4. How to handle existing clients who announce they are divorcing?
  5. What is the biggest obstacle to a successful CDFA practice?

About Sylvia Guinan:

Sylvia Guinan has worked as a Financial Advisor for over twenty years at two major brokerage firms.  She has her MBA and is also a CDFA. Sylvia has been recognized by many prominent publications for her work in this field. 

Sylvia mastered the ability to find hope and positivity in the most challenging situations. For more than ten years, Sylvia has used her gifts to support people through difficult relationship transitions by helping them to shift from the fear of a failed marriage to a new vision of their life with an empowered beginning.   

Her unique experience navigating two divorces in her own life has given Sylvia the tools and skills needed to provide a healing space where couples can unwind their relationship from a loving perspective and create a new story with clarity and authenticity.   

As a mother of three, Sylvia’s passion is to guide families to be their best selves as they navigate divorce within their own family—from a place of true love and grace.  

Learn more at sylviaguinan.com 

About Danielle Adalma:

About Paula Sabbaghta:


The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/ MAY LOSE VALUE.

Approved for one (1) hour of CDFA Credit
  • General Session
  • Track C
  • Track D
09:00 AM - 12:00 PMWorkshop – Effectively Drafting QDROs and Like Orders to Divide Retirement Plans in Divorce By Timothy Voit(Click to Expand)

Session Description:

This workshop focuses on effectively drafting QDROs for both defined benefit pension plans and defined contribution plans (401ks), as well as how to prepare Court Orders Acceptable for Processing (COAPs) for federal employees and the military. Discussions center around how to calculate and determine what is considered marital among the various states, Issues related to DROP and BacDROP, survivor benefits, using QDROs for child support, and effectively dealing with plans that cannot be divided as marital property. Sample language will be provided along with a basic understanding of QDROs and the importance of settlement agreement language.

About Tim Voit:

Tim Voit is the author of Retirement Benefits & QDROs in Divorce (published by CCH), as well as Federal Retirement Plans in DivorceStrategies & Issues. Tim Voit has prepared QDROs and valued pensions for nearly 30 years and taught at the International College courses specific to the preparation of QDROs. Tim Voit is a graduate of the University of Wisconsin – Milwaukee and has has been qualified as an expert witness in both state and federal courts.

Mr. Voit has been retained in legal malpractice cases by the insurance carrier to reverse QDRO transfers and/or compute damages and is often called upon to lecture on liability issues. Tim Voit has been interviewed and quoted in Forbes, BusinessWeek, NewsWeek, and Rueters. Mr. Voit has developed online courses for CCH, IOMA, and the International College, specifically the Introduction to QDROs in Divorce and Effectively Drafting QDROs in Divorce.

Approved for three and one half (3 1/2) hours of CDFA and CFP CE Credit
12:00 PM - 04:30 PMBreakout Sessions(Click to Expand)

For More Information, Click On Tabs Above

Session TitleSpeaker Name
5 ‘Ps’ of a Successful Divorce PracticeFaisal Karmali
How Client-Facing Technology Can Empower Your Clients and Your PracticeStorey Jones
Mediation and the Divorce ProcessMary-Anne Popescu
Second Chances and Suspended Disbelief: Behavioral Process and Technique for Facing ChallengesEben Burr
A Roadmap for Tackling Mountains of Financial DisclosureKelly LaVallie
Mastering The Initial Consultation Nancy Hetrick
The Painbody and Financial Decisions in Divorce NegotiationsMicheline Maes
03:30 PM - 04:30 PMThe Painbody and Financial Decisions in Divorce Negotiations By Micheline Maes, CFP®, CDFA®, EPC, RFM (Click to Expand)

Session Description:

In this session, Micheline will share her experiences as a family mediator and CDFA regarding the importance of the intake process and how the Financial Expert can be a positive catalyst in your clients’ journey. More than ever, the emotional “soundtrack” will play an essential role in the decision making process for our clients. We will explore options in possible approaches to acknowledge and validate our client’s fears, hopes, and dreams. We will look at skills we can share with our clients to help them navigate this transition, especially in high conflict. “We are a party to an often difficult journey, and as such, we have a responsibility to try and create a positive ripple effect extending beyond the immediate family” – Micheline Maes

About Micheline Maes:

Micheline Maes, CFP®, CDFA®, EPC, RFM is a Registered Family Mediator who also holds the Certified Financial Planner and Elder Planning Counselor designations. Micheline is a Registered Family Mediator in Alberta and British Columbia.

Micheline has served on the board for the Alberta Collaborative Professionals as a Financial Neutral. She decided to sell her financial planning practice in 2013 to devote herself full time to alternative dispute resolution with a focus on family and financial education. For the past five years, she has provided mediation/negotiation services in a unique format in the areas of separation, divorce, and estate settlements. Micheline also provides litigation support to legal counsel, emphasizing financial education, and bringing clarity to the table.

Most recently, Micheline also furthered her education and is now an instructor with Newways4families, focusing on helping high conflict families.

Approved for one (1) hour of CDFA and CFP Board Credit
12:00 PM - 01:00 PM5 ‘Ps’ of a Successful Divorce Practice By Faisal Karmali CIM®, CFP®, CDFA, FCSI®(Click to Expand)

Session Description:

Business expert Faisal Karmali shares tips about the five key areas you need to address to make your divorce practice successful, from positioning your service in the marketplace to managing your workflow and employees and getting paid.

About Faisal Karmali:

Faisal Karmali, First Vice-President, at the Popowich Karmali Advisory Group, CIBC Wood Gundy, is an author, entrepreneur, advisor, and media personality. He provides Canadians with sound retirement planning advice as an Investment Advisor and Portfolio Manager. He has shared his expertise with the public for almost a decade by co-hosting More Than Money, a radio show on Calgary’s Global News Radio (770CHQR) dedicated to retirement finance and lifestyle topics. Faisal also regularly appears across various media to discuss financial and retirement issues, including providing daily business and market updates on both Global News Radio (770CHQR) and CTV Morning Live. To provide advice to business owners, he also hosts his own podcast and YouTube series, Real Talk with Faisal Karmali.

In January 2018 and 2019, Wealth Professional Canada listed Faisal as one of the top 50 advisors in Canada, and the Popowich Karmali Advisory Group was also named one of Wealth Professional Canada’s 2018 Elite Advisory Teams. In 2020, Faisal was named Wealth Professional Canada’s Top Advisor in Canada.

Approved for one (1) hour of CDFA Credit
01:15 PM - 02:15 PMTeam Work Makes the Dream Work: Mediators and Financial Professionals Collaborating When Families Come Apart. By Mary-Anne Popescu, AccFM, AccEM(Click to Expand)

Session Description:

Learn how the CDFA/IDFA professional works with the family mediator and the family to compile financial data and work jointly with the clients to create a financial settlement proposal that best meets the needs of the family

About Mary-Anne Popescu:

Mary-Anne Popescu is the Executive Director of the Ontario Association for Family Mediation (OAFM). As an OAFM Accredited Family and Elder Mediator, and Child Protection Mediator in private practice, she works to bring peaceful resolutions that help families adapt to challenges and changes across the life cycle. Mary-Anne is also a roster mediator for the Office of Independent Police Review Director (OIPRD), and the Ministry of Government and Consumer Affairs. In recognition of her volunteer contributions to St. Joseph’s Maternal Health Support Program, Mary-Anne received the Ontario Award for Good Citizens, from the Ministry of Citizenship and Immigration. Mary-Anne supports diversity and equality as an ally and volunteer for Toronto PFLAG. She served for eight years as a Panel Member on the City of Toronto’s Committee of Adjustment. Mary-Anne is also the past Chair of the ADR Institute of Ontario’s Family Section and past Board Member of the OAFM.

Approved for one (1) hour of CDFA and CFP Board Credit
02:30 PM - 03:30 PMA Roadmap for Tackling Mountains of Financial Disclosure By Kelly LaVallie, CPA, CA, CDFA®(Click to Expand)

Session Description:

A financially complex divorce is typically accompanied by mountains of financial disclosure. As financial advisors in divorce, it falls to us to digest, analyze, summarize, and explain this information for our clients and the other professionals on the team. Even for us “numbers-people”, the volume of information can be daunting. In this session, I will provide a roadmap for tackling the large volume of information in a practical, efficient manner to benefit you and your clients.

About Kelly LaVallie:

Kelly is a CDFA® professional and has been an accountant for over 25 years, with a consulting practice in West Vancouver, British Columbia. She provides accounting and financial advisory services for people navigating complex divorces.

Approved for one (1) hour of CDFA and CFP Board Credit
12:00 PM - 01:00 PMHow Client Facing Technology Can Empower Your Clients and Your Practice By Storey Jones(Click to Expand)

Session Description:

There is little dispute that one of the highest pain points for CDFAs, if not the single highest, is the cumbersome process of gathering the data in a complete and organized manner that allows you to focus on solutions. Working with clients at various levels of financial acumen and a wide range of emotional challenges, combined with fractured technology solutions, can make it challenging to build an efficient and fulfilling practice. Learn new strategies and how emerging technology solutions that empower and inform clients will better equip them to participate. Better equipped clients make it easier to have greater success guiding them, and a better experience will strengthen the relationship and attract more referrals.

About Storey Jones:

With almost twenty years of experience in the divorce industry, Storey Jones is leading the effort to change the way couples think about and participate in the divorce process. Storey believes that to fully redefine this life transition, fundamental change must occur for both the families going through it and the divorce professionals who guide them.

Armed with this mission, she built dtour.life, the first digital infrastructure platform to facilitate the divorce process for everyone involved. Technology innovation brings greater access to justice, empowerment, and cost-savings for families and new functionality for professionals to more efficiently provide their financial, strategic, and procedural expertise.

Prior to founding her San Francisco Bay Area divorce consultancy, Lemon Tree Advisors, and dtour.life, Storey was president of Addis, a brand strategy and design firm where for 13 years she was integral to its growth and vision. Storey has a B.A. from Colgate University.

Approved for 1 (one) hour of CDFA and CFP Board Credit
01:15 PM - 02:15 PMSecond Chances and Suspended Disbelief: Behavioral Process and Technique for Facing Challenges By Eben Burr(Click to Expand)

Session Description:

We know we will face emotional challenges arising from market dislocations, life circumstances, and our own ingrained thought patterns. These may conspire to make the easy choice that is not always the best choice, but it does not need to be this way. I will discuss strategy and process for coaching clients through difficult markets, decisions, and maladaptive thoughts toward a clearer set of objectives on the other side.

About Eben Burr:

Eben Burr is the Managing Director at Toews and a lecturer and coach of Applied Behavioral Finance. As part of the Toews Managing Investor Behavior program, he trains advisors to integrate relational, cognitive, and emotional elements with personal finance to build better plans and stronger bonds. Eben advocates bringing behavioral psychology, introspection, and empathy into portfolio construction, planning, and communication.  He lives in Manhattan with his wife, son, and lots of guitars.

Approved for one (1) hour of CDFA and CFP Board Credit
02:30 PM - 03:30 PMMastering The Initial Consultation By Nancy Hetrick(Click to Expand)

Session Description:

Your first meeting with your client will set the tone for the entire relationship. This workshop will provide a simple framework for that meeting to ensure that you are able to build trust, manage the meeting for efficiency, and highlight the client’s need for your services. You’ll leave with a template you can use in every initial consultation you have.

About Nancy Hetrick:

Nancy Hetrick, CDFA®, MAFF™, AWMA®, is the owner of Smarter Divorce Solutions, LLC, the Divorce Financial Planner Training Center, and is a financial advisor with Better Money Decisions. Nancy has become a nationally known trainer for Divorce Financial Planners and offers continuing education and intensive advanced training for CDFA® professionals through www.DivorceFinancialTraining.com.

Approved for one (1) hour of CDFA and CFP Board Credit
  • General Session
01:00 PM - 02:00 PMShaping Change: How to Help Clients Actively Shape Life During and After Divorce By Susan Bradley(Click to Expand)

Session Description:

Divorce is one of life’s big disruptors, it can bring a tidal wave of changes. The common view of change is it is stressful, and stress dilutes memory, decision-making capacity, and problem-solving abilities. It is also common for clients to have regrets, large and small, once the dust has settled and they begin to live their new reality post-divorce. You and your clients do not have to settle for common. You can help them use stress to enhance their capacity and in turn, yours. The process for shaping change is not magic or medication, it is based on science and the real-life reality that each client is an individual. Divorce will still be a tough life event for most clients, but you can create an easier, less tense, experience for clients to make their best choices and shape the post-divorce life they want.

Take-aways from this session:

1. A new view of the human side of change especially when faced with a loss.
2. Three habits that elevate your human skills resulting in deeper personal connections, as well as more efficient meetings and decisions.
3. Three tools to enhance the client’s confidence, attention span, and ability to see a wide range of possibilities.

About Susan Bradley:

Susan Bradley, CFP®, CeFT®, is the founder of the Sudden Money® Institute (www.suddenmoney.com) which began 17 years ago as a community of practice seeking to better serve their financial planning clients by developing processes and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. 

Susan has served on the FPA’s National Board of Directors. She currently sits on the National Football League’s Players Association’s Financial Education Advisory Board. She serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” She is also the recipient of the Insiders Forum Iconoclast Award 2017.

Approved for one (1) hour of CDFA and CFP Board Credit
02:15 PM - 04:15 PMCFP Ethics: The Revised Code and Standards By Peggy Frye(Click to Expand)

Session Description:

Join Peggy Frye, CFP®, CeFT® in an interactive webinar discussing the CFP Board’s Revised Code and Standards. Get clear about the differences between the standards that were in effect until September 30, 2019 and the ones that went into effect as of October 1. Work through a few cases that highlight those differences, get your questions answered, and enjoy what has been called “the most fun Ethics class ever!”

Learning Objectives Regarding the Revised Code and Standards:

Learn about the significant changes to content.
Learn about the new structure and organization.
Learn about the duties to clients, firms and subordinates, and the CFP Board.

Included are cases that emphasize the expanded application of fiduciary duty as well as the other significant changes to content.

If you would like to earn CFP CE credits, click “Add to cart” to pay the reporting processing fee. You are required to take a 10-question quiz and score no lower than 80 in order to get CEs.

Approved for one (1) hour of CDFA Credit