September News: Not exactly “the old school days” but at least back in class!

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 […]

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Anatomy of a Chartered Financial Divorce Specialist (Article for You to Circulate)

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 […]

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Our Webinar Sept 14th at 2pm Rebalancing Insurance, Plus Collaboration Tool

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 […]

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Webinar Sept 14th At 2pm – Understanding Valuations (hosted by The CBV Institute)

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 site:   https://cbvinstitute.com/events/practical-issues-in-family-law/ […]

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Reminder to Take Advantage of the Early Bird Membership Renewal

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 […]

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OUR NEXT WEBINAR – Rebalancing Insurance, Plus Collaboration Tool

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 […]

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