Tuesday, October 29, 2013

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

Financial Divorce Association Logo

Next Live Teleclass:
How the Financial Professional Fits Into the Mediation Process

Friday, Nov. 1, 2013

Teleclass with Carol Ann Wilson and Joan McWilliams

Click Here to Enroll

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
Click Here to Enroll
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.
Click Here to Enroll
Presented by the:
Financial Divorce Association
Carol Ann Wilson, President
906 Cranberry Court, Longmont, CO 80503
Phone: 303-774-1225
Email: carolann@carolannwilson.com

Monday, October 21, 2013

Carol Ann's New Book: PrePublication Special

Pre-Publication Special

Special Ends Nov. 1, 2013

The Ultimate Guide to Surviving Your Divorce

Carol Ann's New Book is Here!

Order Now - Ultimate Divorce Guide

Pre-Publication Special
SAVE 25%
Order Now - Ultimate Divorce Guide
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.
The Ultimate Guide to Surviving Your Divorce
Order Now - Ultimate Divorce Guide

Pre-Publication Special
SAVE 25%
Order Now - Ultimate Divorce Guide
ENTER COUPON CODE = BOOK25
Receive a signed copy!
Offer good until Nov. 1


About the Author

Carol Ann Wilson
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.
Divorce Book Testimonial Judge Marshall Young

The Ultimate Guide to Surviving Your Divorce

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
Divorce Book Testimonial Gregg Greenstein
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

Order Now - Ultimate Divorce Guide

Pre-Publication Special
SAVE 25%
Order Now - Ultimate Divorce Guide
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

Monday, August 5, 2013

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:

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!

Monday, June 10, 2013

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

Tuesday, May 21, 2013

Monday, January 16, 2012

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

Teleclass Information

Financial Divorce Association Logo

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!

Click Here to Enroll

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

Click Here to Enroll

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

Tuesday, July 13, 2010

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/.