March 29th at 3:00 PM EST It is timely that AFDS members will have a presentation on Cyber Security with the recent CRA issues! Plan to join us for with Jack Mazakian, an insurance broker specialist, who will enlighten our group on what to do to protect the sensitive information that is in your files. […]
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After a long search, we are happy to announce a package from a broker who is the ideal fit for your fee for service work, and for those who exclusively work in this field of financial divorce/separation. Access will be available through the member’s section of the website for the end of the month but if you need […]
Read More… from E&O for your Planning or Divorce Work
Early this month, I presented to a group of mortgage brokers on the issues of property division and grey divorce. It included explaining the value of reaching out to CFDS professional to help the broker’s clients from making errors in the fancy footwork that can be done to reduce taxes, etc. but cause other bigger issues in the […]
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CPP Credit Splitting: We learned some really valuable information at the February webinar that could have an impact on cases you are working on regarding when or when not to split the CPP credit. Depending on whether someone had many years of disability, if inequity due to residency, or if they were out of the workforce […]
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OACP & OAFM: 1st Virtual Conference – Family Peacemakers 2021 Conference is being held on Friday, May 7th & Saturday May 8th. Visit their website at oacp.co or use the following link register: https://oacp.co/events/family-peacemakers-conference-2020 […]
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While some couples consider tying the knot, there are plenty who are ready to cut their ties after months of lockdown. We can help either those planning to join their lives with assisting establishing a cohab or marriage agreement that reflects the financial goals and needs to avoid costly legal battles. We are also best […]
Read More… from February News: Happy Valentine’s Month!
February 22nd at 1.30 PM EST We are fortunate to have Doug Runchey, of DR Pensions Consulting an expert on the Canada Pension Plan. Doug, of Comox Valley on Vancouver Island, working for many years for Income Security Programs for the Canadian government on the CPP and OAS plans. You will learn more about CPP and credit […]
Read More… from OUR NEXT WEBINAR – CPP – The Inside Scoop & Dividing Credits
FDRIO Financial Designation: This group is working on a designation for Financial Professionals who work in the Alternative Dispute Resolution area of separation and divorce. When you are a CFDS, it puts you in a good position to qualify if you have significant hours in the mediation, arbitration or help the self-representing clients. […]
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Collaborative Professionals of Canada ‘Cross Country Check-Up revealed the challenges faced right across the country. All jurisdictions face resistance with the legal community embracing collaboration and the using the full team model. It is possible that as a group, it affords the opportunity to lobby the government for changing how families handle separation. If you […]
Read More… from Collaborative Professionals of Canada “Cross Country Check-Up”
What comes to mind when you hear someone planning to get married? Petals of soft shades, a room filled with the perfect ambiance, debonair groomsmen and elegant bridesmaids, all the details that couples spend time and money on as they anticipate in tying the knot. What is rarely, if ever discussed is their money personality, […]
Read More… from The Marriage Life Jacket