Our Members in the News

Divorce Financial Planners Press Release | June, 2014


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press release

CIFPs 12th Annual National Conference | June 8th – 11th, 2014

Erika Penner will be presenting The Global Retirement Phenomenon: Knowledge is Power. The world's global demographics will soon change how retirement is viewed and played out. And with the increase in divorces later in life, retirements around the world are being impacted dramatically. This presentation is being given to a national audience of financial planners to help them learn how the emotional side of retirement can "make or break" a successful retirement.

Collaborative Divorce Vancouver Practice Group Dinner Meeting | January 14, 2014

Cathie Hurlburt presented The Hidden Financial Implications of Parenting Plans – Time is Money. A presentation prepared and designed by the Financial Specialists' committee of CDV, of which she and Jim Doyle are members. Lawyers, Mental Health and Financial Specialist members delved deeply into the interactions of parenting time, tax credits, government benefits and the implications for both parties of both Lump Sum and periodic spousal support awards.

CLE BC Getting Started in Collaborative Practice course | November 4, 5 and 6, 2013

Doreen Gardner Brown and Cathie Hurlburt are on faculty for this interdisciplinary collaborative practice training in Vancouver. Open to lawyers, mental health professionals and financial planners.

For more information: Click here.

General Practice, Solo, and Small Firm - Lower Mainland Section and Law Practice Management Section
Joint Meeting | May 15, 2013

Plan to attend the upcoming General Practice, Solo, and Small Firm - Lower Mainland Section and Law Practice Management Section Joint Meeting on Wednesday, May 15, 2013.

Guest speakers Cathie Hurlburt and Erika Penner, Founding Members of the Divorce Financial Planners Group, will present "Avoid The Financial Cliff, Engage A Divorce Financial Planner." This meeting will be held at the Law Foundation of British Columbia, Vancouver at 12:00pm.

For more details and to register: Click here.

CDV Practice Group Meeting | April 9, 2013

Cathie Hurlburt was one of the presenters at the CDV practice group meeting on April 9, 2013. The topic - Financial Professionals: Who We Help, How We Help and When (we think!) You Should Involve Us.

Divorce Financial Planners Press Release | January, 2013


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press release

International Panel:
Financial Neutrals in Collaborative Practice | November, 2012

Doreen Gardner Brown, BHEc CFP® AFC moderated an international panel of financial professionals at the CLE BC course, Getting Started in Interdisciplinary Collaborative Practice on November 26, 2012. The role of the Financial Neutral Professional in Collaborative Cases was addressed.

Lili Vasileff, CFP®, CDFA™, MIA – Greenwich, Connecticut
Amy Whitlatch, CFP®, CDFA™, MBA - Cincinnati, Ohio
Donna Smalldon, CFP®, CDFA™, MBA - Portland, Oregon
Judith Sterling, CDFA™, CPA – Santa Rosa, California
Eva Sachs, B Comm., CFP®, CDFA™ – Toronto, Ontario

All panelists are members of IACP, many with leadership and training roles in the collaborative community. Each professional has been a Financial Neutral on many collaborative cases and it is this expertise that was featured in the panel. The volunteer contribution to this CLEBC training by this exceptional group of collaborative colleagues is acknowledged and appreciated. The excellent technical and professional support of CLEBC staff for this project contributed to its success – thank you Mary Kingston, Meredith Woods, Meisze Man and Brian Quan. The panelists and facilitator listened to the recording to create this reference document for participants.

During the presentation, panelists shared ideas about their work in the Financial Neutral role. While the consulting financial professional plays an equally valuable role and one that is likely more familiar, for example pension actuaries, it is the work of the Financial Neutral that was addressed. The Financial Neutral, a financial professional that can be a Certified Public Accountant/Chartered Accountant, Certified General Accountant, Certified Management Accountant or a Certified Financial Planner® professional, can be involved in the collaborative process from the start and continuing throughout until the process is concluded or for a specific purpose during the process. On some occasions the Financial Neutral will continue to work with one of the clients, with the agreement of all concerned, for a specific task to be completed in a specified period of time after the process.

Click here to read the highlights of the panel discussion.

Financial Neutrals in Collaborative Practice

Divorce Financial Planners Press Release | October, 2012


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press release

Advanced Professional Development Day | September 12, 2012

Jim Doyle will be presenting at the Advanced Professional Development Day of the Academy of Financial Divorce Specialists in Vancouver on September 12, 2012.

Click here for registration form.

Practices of a Professional Financial Planner | September 14, 2012

Cathie Hurlburt will chair a panel discussing the Practices of a Professional Financial Planner at the Institute of Advanced Financial Planners Annual Symposium in Vancouver on September 14, 2012.

Financial Forum 4 | September 21, 2012

Doreen Gardner Brown will be addressing the needs of divorcing clients and presenting the two checklists from the DFP website as resources for other professionals to give to clients in a Current Issues in Financial Counselling and Financial Literacy panel at the Financial Forum 4 in Winnipeg on September 21, 2012.

Click here for nore information.

Divorce Financial Planners Press Release | March, 2012


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press release

ONLINE COURSE presented by The Continuing Legal Education Society of British Columbia: "CLE-TV: Financial Modeling-Another Tool for Settling Family Cases"

Broadcast date and time:
Friday, March 30, 2012, 10:30 am to 11:30 am (video stream)

Who should attend:
Family lawyers, including collaborative lawyers, and mediators

Learning level:

Certified Financial Planner® professionals regularly use modeling to illustrate retirement income levels for their clients. This financial modeling is an invaluable tool when done by CFP® professionals with divorce financial planning expertise. It gives clients a quick and easy way to see the effects of a wide range of options. Financial modeling allows lawyers and mediators to help clients understand the implications of the settlement options under consideration.

Join Doreen Gardner Brown, BHEc CFP® AFC , Carla Lewis, BA LLB from Lewis McCourt, and Diane Bell, LLB from Clark Wilson, to discuss situations where financial modeling or projections can help resolve cases, particularly when clients are approaching their retirement years. The broadcast will include Q&A conducted by Cathie Hurlburt FDS, CFP®, RFP, CLU, FMA, BBA (Hons.).

Click here to register online.

CLE-TV Registration

Divorce Financial Planners Article in ADFP Newsletter | March, 2012


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DFP Article for ADFP Newsletter

"Why You Need a Prenup" by Susanne Ruder | Added January 2012


This article about prenuptial agreements includes an interview with DFP member Art Kewin.

Click here to view article on Profit magazine website.

Originally published in Profit magazine, October, 2006. Reused with permission.

Profit Magazine

Divorce Financial Planners Press Release | June, 2011


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press release