Teleclass: How the Financial Professional Fits Into the Mediation Process - Nov. 1

Next Live Teleclass: How the Financial Professional Fits Into the Mediation Process Friday, Nov. 1, 2013 Teleclass with Carol Ann Wilson and Joan McWilliams Carol Ann will interview Joan McWilliams, attorney, mediator and author. Joan has been a mediator for more than 20 years and will share her experiences with financial professionals. - How does the financial professional fit into the mediation process? - How does the whole process work? - How do the financial reports differ from working with one divorcing client? - How might the financial professional damage the mediation process? - How can they help the mediation process? - What is expected from the financial professional? - How does our "language" differ? - When is the mediation process not appropriate for us? What if you cannot attend the teleclass? For all teleclass registrants, a free digital recording (MP3 file) of the teleclass will be available 7 to 10 days after the live teleclass. We will send you an email with instructions on how to download the teleclass recording when it is ready. The recording will allow you to review the material whenever you want and in the convenience of your own home or office. You will also be eligible for CE credits for listening to the recording as well. Earn CE credits easily! CFP designees will be awarded 1 CE credit by the Certified Financial Planner Board of Standards. To receive the CE credit, you must email us your CFP ID# if you have not sent it to us before. (If you have emailed it to us for previous teleclasses, we will have it on file.) Either listen to the teleclass live or listen to the teleclass recording at a later date. We will report your credit to the CFP Board and send you a certificate of attendance. Please allow 1-2 weeks for the CFP Board to process your credit. Schedule The teleclass is scheduled for Friday, Nov. 1, 2013 It will last approximately 50 minutes and will begin promptly at: 10am Pacific Time 11am Mountain Time 12 noon Central Time 1pm Eastern Time Cost: $39.00 IMPORTANT!! After you have registered, you should receive an email with instructions on how to enter the call. If you do not receive this information within a few hours of your successful registration, please call our office at 1-888-332-3342 as soon as possible so we can correct the problem. Questions If you have specific questions on this topic, please send them ahead of time to carolann@carolannwilson.com. That will help to create the best discussion possible. Presented by the: Financial Divorce Association Carol Ann Wilson, President 906 Cranberry Court, Longmont, CO 80503 Phone: 303-774-1225 Email: carolann@carolannwilson.com

Carol Ann's New Book: PrePublication Special

Special Ends Nov. 1, 2013 Carol Ann's New Book is Here! Pre-Publication Special SAVE 25% ENTER COUPON CODE = BOOK25 Receive a signed copy! Offer good until Nov. 1 Tens of millions of Americans endure the pain of divorce every year. No wonder it ranks #2 in life stresses. Sometimes, despite the best efforts of good people, marriages break up. Divorce is a reality - a reality repeated over one million times per year. You feel like your life has been flipped upside down and turned inside out. Clarifying the divorce process and getting your life back on track is what The Ultimate Guide to Surviving Your Divorce is about. You will get: Concise explanations of the divorce process in everyday language. Not legalese. Examples of real people who have gone through actual divorces in a variety of scenarios. Strategies for financial success for both husband and wife. Answers to questions - common and not-so-common. Possibilities and strategies to consider for you, your spouse your children. Pre-Publication Special SAVE 25% ENTER COUPON CODE = BOOK25 Receive a signed copy! Offer good until Nov. 1 About the Author Carol Ann Wilson Divorce Finance Pioneer Carol Ann Wilson has been on the forefront of financial divorce planning for nearly 30 years. She knows and understands that pain and suffering are an inevitable fallout of every divorce. With her savvy insight and wisdom, The Ultimate Guide to Surviving Your Divorce becomes your guidepost to weather the storms and detours that every divorce proceeding creates. Carol Ann Wilson, Certified Financial Divorce Specialist (CFDS), is widely recognized as the foremost expert on marital financial issues and the leader in the field of divorce financial planning. She is the Founder and President of the Financial Divorce Association and the author or several books including The Financial Guide to Divorce Settlement, Survival Manual to Divorce, and The Dollars and Sense of Divorce. She frequently serves as a keynote speaker and faculty member of high-ranking legal and financial organizations and has been published in numerous professional journals such as Newsweek, Money, Wall Street Journal and Forbes. TABLE OF CONTENTS Chapter 1: Overview - From the Wife's Point of View - From the Husband's Point of View Chapter 2: The Legal Process Chapter 3: Dividing the Property - What is Property? - Separate vs. Marital Property - What is it Worth? - How Are Assets Divided? - Property Settlement Note - Hidden Asset Checklist Chapter 4: Dividing the House - Tax Issues for Sale of the Family Home Chapter 5: Dividing Retirement Plans - Dividing Defined Contribution Plans - Dividing Defined Benefit Plans - Problems with QDROs - Pitfalls in Dividing Pensions in a Divorce Chapter 6: Alimony/Maintenance - Tax Laws Regarding Maintenance - Recapture of Alimony (Front-loading of Maintenance) - Converting Property Settlement Notes into Deductible Maintenance Payments Chapter 7: The Children - Child Contingency Chapter 8: Financial Affidavit - Beth and Todd Case Study Chapter 9: Social Security and COBRA Chapter 10: Debt, Credit and Bankruptcy Chapter 11: Concerns of the Older Divorcing Person Chapter 12: Mediation, Arbitration and Collaboration - Mediation - Arbitration - Collaborative Divorce Chapter 13: Building Your Team Chapter 14: If You Have to Go To Court - Negotiation - Problems With Do-it-yourself Divorces Chapter 15: Sample Forms Pre-Publication Special SAVE 25% ENTER COUPON CODE = BOOK25 Receive a signed copy! Offer good until Nov. 1   Carol Ann Wilson, LLC 906 Cranberry Court, Longmont, CO 80503 Phone: 303-774-1225 Toll Free: 888-332-3342 Fax: 303-485-9240 Email Us www.CarolAnnWilson.com

Teleclass: Importance of the Financial Affidavit in Divorce

Live Teleclass:

Importance of the Financial Affidavit in Divorce

Thurs., August 8, 2013

Click Here to Enroll:

http://www.fdadivorce.com/shop/teleclass/tc56.html

Teleclass with Carol Ann Wilson

Carol Ann Wilson will show common errors that often show up in the client's Financial Affidavit. Divorce professionals need to understand Financial Affidavits in order to help attorneys create more accurate affidavits and to help the client by showing them the reasonableness of cash flows and budgeting. The Financial Affidavit is one of the most important steps in putting together the divorce. Become an expert in this area and the attorneys will love you!

Teleclass: New Tax Law Changes - June 12, 2013

Teleclass with Carol Ann Wilson and Pam Ping, E.A.

Keep up to date on the new tax laws to better serve your clients!

Carol Ann Wilson will interview Pam Ping, E.A. on the new changes in our tax laws. Pam keeps up-to-date on changes and will pass them on to us to keep us better informed.

• How tax rates got changed
• Capital Gain/Dividend rates - how are you affected?
• Permanent AMT relief
• Pease limitations
• Personal Exemption Phase out
• Changes in Estate, Gift and GST taxes
• New limits for retirement savings
• Changes in child related tax issues
• Changes in education incentives
• Changes in Small Business expenses and taxes

Click Here to Enroll

Amazon Kindle Ebook: How Divorce Affects the Older Woman

Check out my first E-book on Amazon Kindle, "How Divorce Affects the Older Woman" http://www.amazon.com/dp/B00CS88S1K

Marketing Tips for 2012 - Teleclass - Jan. 26, 2012

Next Live Teleclass: MARKETING TIPS FOR 2012: Working With Divorcing Clients Thurs., Jan. 26, 2012 Teleclass with and Carol Ann Wilson, Certified Financial Divorce Specialist Do you want to increase your divorce business this year? Tune in while Carol Ann Wilson shares many, many tips from her 26 years of experience in the Divorce consulting business. Divorce Clinic Second Saturday Therapists Ethics of working with existing divorcing couples Seminars Bring your calendar to set appointments! What should you present? Articles TIPS program Is the Collaboration program for you? How your sample case will increase your business many times Attorneys Getting from your Client to the Attorney Risks and dangers of presenting at their meetings Marketing to Attorneys Avoiding malpractice traps And much more! What if you cannot attend the teleclass? For all teleclass registrants, a free digital recording (MP3 file) of the teleclass will be available 7 to 10 days after the live teleclass. We will send you an email with instructions on how to download the teleclass recording when it is ready. The recording will allow you to review the material whenever you want and in the convenience of your own home or office. Schedule The teleclass is scheduled for Thurs., Jan. 26, 2012 It will last approximately 50 minutes and will begin promptly at: 10am Pacific Time 11am Mountain Time 12 noon Central Time 1pm Eastern Time Cost: $39.00 IMPORTANT!! After you have registered, you should receive an email with instructions on how to enter the call. If you do not receive this information within a few hours of your successful registration, please call our office at 1-888-332-3342 as soon as possible so we can correct the problem. Questions If you have specific questions on this topic, please send them ahead of time to carolann@carolannwilson.com. That will help to create the best discussion possible. Presented by the: Financial Divorce Association Carol Ann Wilson, President 906 Cranberry Court, Longmont, CO 80503 Phone: 303-774-1225 Email: carolann@carolannwilson.com

Announcing new divorce services

I am no longer with the Academy for Financial Divorce Practitioners.

With every ending there is a new beginning, therefore I am announcing that I am re-activating my training program which certifies financial professionals as Financial Divorce Specialists.

For more details, go to http://www.fdadivorce.com/.