September 28, 2007 5th Annual ADFP Conference The Changing Landscape of Divorce Location: Radisson Hotel, New Rochelle, NY Agenda: 8:00-8:30 a.m. Registration, Continental Breakfast, Networking, Sponsor Tables 8:30-9:20 a.m. The Changing Landscape of Divorce – Lili A. Vasileff, CFP®, CDFA™, ADFP President 9:20-10:35 a.m. Presentation of First Annual Pioneering Award to the Honorable F. Herbert Gruendel, appellate court judge and former chief administrative judge for the family division of the Superior Court in the state of Connecticut 9:20-10:35 a.m. The Honorable F. Herbert Gruendel of Connecticut – Keynote Address 10:35-10:50 a.m. Morning Break, Networking, Sponsor Tables 10:50-12:30 p.m. Interdisciplinary Approaches to Divorce – Kenneth Neumann, Ph.D., Center for Family & Divorce Mediation (mediation); Harold Brienes, Esq., (collaborative divorce); Amy Greenberg, Esq., Greenberg & Prince, LLC (litigation); Bill Donaldson, CFP®, EA, CDFA™, The Vista Companies (divorce financial planning) A first hands on commentary about how different legal professionals find value in divorce financial planning services; how they use our services and integrate them in their work; when they call upon us; and how in their eyes, we are able to augment the divorce process for achieving equitable and practical outcomes for the client. This is a peek inside how legal professionals work with us and we can utilize this information to market ourselves across interdisciplinary professions. 12:30-1:30 p.m. Lunch 1:30-2:45 p.m. Cutting Edge Financial Issues and Trends in Divorce – Jacquelyn Conlon, Esq., Fitzmaurice & Siegel, Family Law Committee, Fairfield County Bar Association (CT); TBA (NY) 2:45-3:00 p.m. Afternoon Break, Networking, Sponsor Tables Financial Discovery Track 3:00-4:15 p.m. Lifestyle Analysis – Paul Pershes, CPA/ABV, CVA, Managing Director, RosenfarbWinters, LLC Why perform a lifestyle analysis? Does the lifestyle “make sense?” Using lifestyle analysis to help determine support needs. Learn what is needed to prepare a lifestyle analysis, its format and how to work with the client, attorney or other divorce professionals, Lifestyle Analysis vs. Statement of Net Worth. 4:15-5:30 p.m. Finding Hidden Treasures in Tax Returns – Mark Gottlieb, CPA/ABV, CVA, DABFA The ability to read and understand business and personal income tax returns may be one of the most important tasks in evaluating the finances in a divorce proceeding. This workshop will teach participants what tax returns say and what they don't readily reveal. Learn what to look for to determine what a business owner really earns and how to identify personal and discretionary expenses that may be paid from a business. Practice Management Track 3:00-4:15 p.m. Get More Referrals with a Targeted Marketing Strategy – Vikram Rajan, Co-founder of CoGrow Systems, Inc. and MAESTRO Business Academy Divorce financial planners are in a unique position in the marketplace. You can use your expertise to attract referrals from a variety of sources. Because there are so many opportunities, you may not know where to start, where to focus or the most effective marketing strategies. Vik Rajan will present a highly interactive seminar focusing on practical marketing insights to help you grow your practice the very next day! How to modify your marketing according to your target market (e.g. spouses vs. lawyers) Cooperative marketing with other financial professionals: Do's & Don't's Managing your time & money for each of the 6 Prospecting Channels Techniques to Fill Seminar Seats & Grow Website Traffic Ceating buzz with market trends and technologies (e.g. newsletters, blogs, podcasts) Growing your credibility & trust with your expertise, values, and people skills How to stay accountable to your goals & 12-month marketing calendar 4:15-5:30 p.m. How to Develop a Successful Divorce Financial Planning Practice – Timothy McNamara, CFP®, CDFA™ 5:30-5:40 p.m. Closing remarks, Sign-out

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