Continuing Education

In September, 2009 both William Taylor and Cecilia Buck-Taylor attended a two day seminar presented by the Association of Divorce Financial Planners (“ADFP”).  There were sessions on:

• Divorce in Tough Economic Times;
• The Dynamics of a Financial Planning Engagement;
• Determining Appropriate Amounts and Durations of Alimony/Spousal Maintenance in Divorce;
• Common Financial Mistakes Made During the Divorce Process;
• Life After the Mortgage Meltdown;
• Short Sales – Primary Residences;
• Special Issues Related to Divorce in Today’s Economy; 
• What You Need to Know About Retirement Plans – Valuations vs. QDROs;
• Opportunities and Pitfalls Associated with Stock Options, Restricted Stock and Retirement Benefits;
• Health Insurance, COBRA and Proposed Healthcare Reforms: What You Need to Know;
• How to Make Straw Into Gold: Creative Ways of Arriving at Workable Outcomes When There Isn’t Enough Money to Go Around;
• Tax Issues in Divorce: What You Don’t Know Can Hurt Your Clients.

The ADFP had as its key note speakers Attorney Pauline Tesler and Dr. Peggy Thompson, two of the co-founders of Collaborative Law paradigm.  They discussed how a Certified Divorce Financial Analyst and the Attorney work to understand the client(s)’ current financial situation to help the client(s) to develop his/her /their  future financial picture and  find common ground financially.

It was a great seminar and both Cecilia Buck-Taylor and William Taylor are looking forward to using this knowledge to further assist their clients in the Litchfield, Upper Fairfield and Waterbury areas.