February News: Happy Valentine’s Month!
February News: Happy Valentine's Month!
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 prepared to work with those separating or divorcing to ensure they understand their financial choices.
There has never been a more important time than this year with the challenges families face during the pandemic for you to show the value a Chartered Financial Divorce Specialist brings to families and other professionals working in this field.
Stay safe, warm and busy through the "love" month!
Linda, Melanie, Marina and John
OUR NEXT WEBINAR
OUR NEXT WEBINAR – CPP – The Inside Scoop & Dividing Credits
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 splitting for divorcing couples. It is a mystery area of pensions so join us to discover how this pension fits in your work.
Contact us if you wish to attend for the Zoom Link to be sent to you.
FDRIO Financial Designation
FDRIO Financial Designation
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.
Collaborative Professionals of Canada
Collaborative Professionals of Canada "Cross Country Check-Up"
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 need Collaborative Training, take advantage of next session for Collaborative Training Trio’s Interdisciplinary Collaborative Training that starts April 22nd. Contact collaborativetrainingtrio@gmail.com for more information. Early bird if prior to March 26th.
The Marriage Life Jacket
The Marriage Life Jacket
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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, individual goals in life, styles for raising children, family values and a host of other tough topics. Read the whole article, by Linda Cartier.
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January News
January News: Happy New Year!
This past year has been a true challenge and hopefully you found some way to enjoy the holiday season. We certainly took full advantage of technology to connect with our family spread across the country. Now it is back to work while looking towards better days ahead for everyone in 2021!
Our year starts with welcoming those qualified professionals from the IDFA, to the Academy as the transition process is initiated this month.
We wish you a healthy and prosperous start to the year.
Linda, Melanie, Marina and John
OUR NEXT WEBINAR
OUR NEXT WEBINAR – Excellence in Practice & Outcome
JANUARY 25TH AT 1.30 PM EST
Meet, Kate Scharff, M.S.W., a seasoned couple/family psychotherapist, senior divorce consultant, mediator, parenting coordinator, international trainer and author. You will learn how to bring your best self to the table, improve your skills with other professionals and clients, plus identify what you do that might cause difficulties to arise.
If you want to understand how to turn those pivotal points when dealing with tough situations, you will want to see this webinar.
Contact us if you wish to attend for the Zoom Link to be sent to you.
Software Enhancement
Software Enhancement - New Saving Elements
The training link for the new savings elements is here for you to review and be able to use effectively, along with the instructions:
If you have further questions, please just Contact Us.
Cross Country Check-Up
Collaborative Professionals of Canada
Collaborative Professionals of Canada are offering a ‘Cross Country Check-Up’ to find out what is happening across our country on January 19th at 1 pm EST with host Jacinta Gallant and panelist from all the provinces, Mary Eileen O’Brien, Martha Shea, Laurie Stein, Greg Evans, Audrey Gordo, Renee LeNobel and Abby Petterson. If you have not become a member of this group, here is their website for more information:
Interdisciplinary Collaborative Training
Interdisciplinary Collaborative Training
There is still time to register for the Collaborative Training Trio’s Interdisciplinary Collaborative Training that starts January 21st. Contact collaborativetrainingtrio@gmail.com for more information.
Value of Budgets
The Lawyer’s Daily - the value of budgets
One of our renowned members, Blair Corkum, provided us with an excellent article from The Lawyer’s Daily, that identifies the value of budgets. A key element for clients is understanding their resources as they transition to a new family unit and has caught the eye of the legal community. Handling the budget piece is at the root of the services you as a CFDS offer. The Lawyer’s Daily has granted us permission to post it for you to review:• Budgets - The Lawyers Daily