Exclusive Webinar | Gray Divorce: The Platinum Challenge
Presented by Lili A. Vasileff
Don’t forget to join Mutual of Omaha Mortgage on Wednesday, December 9th at 11:00 AM PST / 2:00 PM EST to learn from industry expert, speaker and author Lili A. Vasileff, as she discusses gray divorce. This session will help you understand what Boomers want, what Boomers experience, and what the consequences of gray divorce are relating to financial security.
This program is approved for 1.0 hour of CFP® CE Credit, provided by the Int’l Retirement Resource Center.
November, 2020: The ADFP First Virtual Retreat for Divorce Professionals
Ethics and Compliance for Divorce Financial Professionals and Businesses by Marguerita Cheng, Lori Lustberg and Lili Vasileff
A new, tailored and rigorous course in ethics and compliance that explains and sets forth high standards for practitioners in divorce financial planning. This course is unique for practitioners to commit to the standard of excellence in our profession and to benefit the public.
21st Networking and Educational Forum
Virtual Presentation: “Divorce by the Decade: Best Practices for What Matters Most to Your Clients Based on Data that Defines Their Generation” by Lili Vasileff on October 18, 2020
“We used to think that the longer you were married, or the longer you waited to get married, the better. Today, we realize that three key factors shape EACH generation and that how you interact with clients during divorce should be attuned to each generation.
Virtual presentation on Gray Divorce at the industry’s premier retirement planning conference.
August 18, 2020 “Gray Divorce”: Panel Presentation with Lili Vasileff and Heather Locus
Research shows Americans who divorce are more likely to be unprepared for retirement as more expensive living costs translate to fewer saved dollars. Divorcing when close to retirement – a trend on the rise known as gray divorce – can be especially challenging because there’s less time to make up for assets lost in a divorce. And changes to U.S. tax rules last year made alimony even more expensive for those on the paying end, which will likely have implications for those on the receiving end. Two advisers specializing in divorce address clients’ best moves given the tax changes, housing issues related to ownership vs. rentals, social security benefits and other situations they’ve tackled with divorcing clients.
Financial Infidelity in Divorce
Undertanding what financial infidelity is and how to cope with it.
What is Financial Infidelity?
What are the signs?
How do you know if your spouse is hiding assets?
Are you finding yourself facing these difficult questions?
Join Karen Bigman, The Divorcierge along with Investigative Attorney & Author, The Art of Fact Investigation, Philip Segal, & Certified Divorce Financial Analyst (CDFA) & Master Analyst in Financial Forensics (MAFF), Lili Vasileff, Founder Divorce & Money Matters, Author Money & Divorce:The Essential Roadmap for Mastering Financial Decisions, for a discussion about Financial Infidelity in Divorce.
- What financial infidelity is
- Some of the signs of financial infidelity – how to spot them & protect yourself
- What you can do to determine whether or not your spouse is hiding assets
- Who the professionals are that can help you
- When it makes sense to hire a Forensic Investigator or Forensic Financial Professional
THIS EVENT IS EXCLUSIVELY FOR INDIVIDUALS NAVIGATING DIVORCE AND IS NOT OPEN TO OTHER PROFESSIONALS.
FPA Annual Conference 2019 Speaker Spotlight:
Lili Vasileff, CFP, MAFF, CDFA
Vasileff will explore the nuances of the “gray divorce” phenomenon (divorce among adults over age 50) and its practical implications for #financialplanners working with older female clients dealing with divorce.
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