2025 Retreat Agenda

ADFP 6^th Annual Virtual Retreat Agenda

The ADFP 6^th Annual Virtual Retreat, Complexity to Clarity: Navigating High Stakes Divorce, will take place on October 9 - 10, 2025.

This premier educational event is designed to elevate your expertise in handling sophisticated divorce cases. ADFP 2025 brings together top professionals to explore the intricate financial, legal, and cross-border challenges that arise in high-net-worth and high-conflict divorce matters. Real-world case study sessions provide opportunities to further examine advanced topics with industry leaders and peer professionals in small group breakout sessions.

Thursday, October 9, 2025 11:30 AM - 5:30 PM Eastern Agenda is subject to change
TIME	SESSION	SPEAKER
11:30 - 11:45 AM	Retreat Welcome	Bob Bordett CFP^®, CDFA™ ADFP Co-President
11:45 AM - 1:15 PM	Invited Speaker Presentation: Trust Assets & Wealth Transfer Attacking and Defending Trust Assets in Divorce	Sharon L. Klein Executive VP, Wilmington Trust, N.A.
1:15 - 2:45 PM	Invited Speaker Presentation: Business Valuation Business Valuations in the Divorce Process	Anthony Basile, CPA, PC Long Island Forensic and Valuation
2:45 - 3:00 PM	Break
3:00 - 3:15 PM	Case Study One: Introduction Trust Assets and Wealth Transfer	Lili Vasileff, CFP®, MAFF™, CDFA™ ADFP President Emeritus
3:15 - 3:45 PM	Breakout Session	Moderated by ADFP Directors
3:45 - 4:00 PM	Case Study One: Discussion & Outcomes Trust Assets and Wealth Transfer	Lili Vasileff, CFP®, MAFF™, CDFA™ ADFP President Emeritus
4:00 - 4:15 PM	Break
4:15 - 4:30 PM	Case Study Two: Introduction Business Valuation in Divorce	Bob Bordett CFP^®, CDFA™ ADFP Co-President
4:30 - 5:00 PM	Breakout Session	Moderated by ADFP Directors
5:00 - 5:15 PM	Case Study Two: Discussion & Outcomes Business Valuation in Divorce	Bob Bordett CFP^®, CDFA™ ADFP Co-President
5:15 - 5:30 PM	Closing Remarks	Janet Rhodes Friedman, CFP^®, CDFA^®, MBA ADFP Board of Directors

Friday, October 10, 2025 11:30 AM - 6:00 PM Eastern Agenda is subject to change
TIME	SESSION	SPEAKER
11:30 - 11:45 AM	Day Two Retreat Welcome	Ivy Menchel, CFP^®, CDFA^® ADFP Board of Directors
11:45 AM - 1:15 PM	Invited Speaker Presentation: International Divorce Crossing the Pond: Implications in marriage and divorce for Americans moving to England	Elizabeth Carson Partner, Penningtons Manches Cooper LLP
1:15 - 1:30 PM	Case Study Three: Introductions International Divorce	Lili Vasileff, CFP®, MAFF™, CDFA™ ADFP President Emeritus
1:30 - 2:00 PM	Breakout Session	Moderated by ADFP Directors
2:00 - 2:15 PM	Case Study Three: Discussion & Outcomes International Divorce	Lili Vasileff, CFP®, MAFF™, CDFA™ ADFP President Emeritus
2:15 - 2:30 PM	Break
2:30 - 4:30 PM	Invited Speaker Presentations: Real Estate The Power of Real Estate Exchanges to Transfer Family Wealth Dividing the Deal: Untangling Investment Property Ownership in Divorce	Parker Lucas, CAIA Ares Management Concetta G. Spirio, Esq. Concetta G. Spirio, Attorney at Law
4:30 - 4:45 PM	Break
4:45 - 5:00 PM	Case Study Four: Introduction Real Estate	Bob Bordett CFP^®, CDFA™ ADFP Co-President
5:00 - 5:30 PM	Breakout Session	Moderated by ADFP Directors
5:30 - 5:45 PM	Case Study Four: Discussion & Outcomes Real Estate	Bob Bordett CFP^®, CDFA™ ADFP Co-President
5:45 - 6:00 PM	6^th Annual Virtual Retreat Closing	Bob Bordett CFP^®, CDFA™ ADFP Co-President

Continuing Education

A total of 10.5 hours of Continuing Education (CE) credit for IDFA and the CFP Board is pending for the 6th Annual Virtual Retreat. Attendees will be eligible to earn CE credit for CDFA and CFP.

To earn Continuing Education credit, attendees must:

Attend and actively participate in each session
Have their webcam on at all times during the Retreat
Verify their attendance for each presentation and case study for which they are seeking CEUs. Attendance is verified by providing the unique 5-digit code for each presentation on the online Attendance Verification form. The code and link to the form will provided at the end of each presentation and case study.
Complete the online session evaluation form for each day of the Annual Retreat attended. The link to the evaluation form will be provided at the end of each day.