It is hard to believe we are in October already but time flys when you are having fun! Don’t miss out on the $75 saving to renew your membership. You will need to upload proof of another of your designations (CFP, CPA, R.F. P., etc.) either with pic of your payment receipt or name on […]
Read More… from Time is Ticking . . . You Now Only Have Three Weeks Left for the Early Bird Renewal
October 26th at 2:30 pm How to Handle the Tax for Net Family Property Statements Many of you know of Blair’s expertise and those of you who don’t will certainly benefit from learning what he has to offer, especially on this generally misunderstood area for calculating equalization. It is a key area of concern as […]
Read More… from Webinar – Challenges & Enlightens You on Dealing with Tax on NFP Statement
Our School Days start too with Webinars and Conferences – See September 14th. Your insights and ideas have us working on more to help you in the future so stay tuned for news to come. We hope that you enjoyed some good times with family during the summer and that you have a great start […]
Read More… from September News: Not exactly “the old school days” but at least back in class!
There is a lot more to a CFDS than just understanding the numbers or filling out legal forms. The recent article that we posted on LinkedIn provides some insights to better understand what we really bring to the table for clients and lawyers: Anatomy of a Chartered Financial Divorce Specialist Feel free to print or […]
Read More… from Anatomy of a Chartered Financial Divorce Specialist (Article for You to Circulate)
If you have not already registered with Marina for our September webinar, Contact Us to receive the link next week. You will learn from Stephen Rosenfield of ComeTo Agreement, about opportunities that assist rebalancing beneficiaries on insurance policies for support purposes. It is a win-win situation for both parties, plus the other family members […]
Read More… from Webinar Sept 14th at 2pm Rebalancing Insurance, Plus Collaboration Tool
Sept 14th At 2pm CBVs in Family Law: Practical Issues in Family Law. The CBV Institute is hosting a session from 12 pm to 3:40 pm on topics ranging from bankruptcy to valuation of RSU’s (restricted stock units), and special professional practice valuations. If you wish to learn more or to register visit their […]
Read More… from Webinar – Understanding Valuations (hosted by The CBV Institute)
Time goes quickly when we get back into the swing of things, so don’t put off renewing and miss the early bird pricing. Save $75 by taking a few moments today to log on and renew your membership. Just go to the following link and complete the form, upload your proof of professional designation […]
Read More… from Reminder to Take Advantage of the Early Bird Membership Renewal
Wishing your last days of summer relaxation, are full of fun and good times with family and friends. Linda, Melanie, Marina and John […]
Read More… from August News: Enjoy the lazy, hazy days of summer to reenergize!
post date 2021/08/09 at 10:03 am The times they are a changin, from the Bob Dylan song, never before could this statement be truer. The stress of the pandemic has been difficult for couples with spending 24/7 together, home schooling, working from home, on top of managing money – serious juggling issues for many. A […]
Read More… from Divorce Rate Changing
September 14th at 2:00 PM EST Join us to learn about access to insurance companies that will allow for the special feature of rebalancing insurance shifting from their ex-spouse to other beneficiaries in sync with the support payment requirements. A new collaboration tool, My2 Families, will also be highlighted that can help families and professionals […]
Read More… from WEBINAR – Rebalancing Insurance, Plus Collaboration Tool