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KCCL Annual Meeting & Training
April 29, 2022 @ 10:00 am - 1:00 pmFree
This year we are featuring a day of education, collaboration, and libation:
- 10:00 – 12:00 noon CLE PRESENTATION* (via Zoom, https://us02web.zoom.us/j/81685951759)
- 12:00 – 1:00pm ANNUAL MEETING** (via Zoom, https://us02web.zoom.us/j/81685951759)
- 4:00 – 6:00pm HAPPY HOUR*** (Live, and in-person)
Meet CFP’s and CDFA’s from Georgia, Rhode Island, Michigan, Connecticut, and Texas for a captivating conversation with some of the top financial divorce experts in the country. This panel discussion will include divorce topics on executive compensation, hidden assets, social security, financial mistakes on agreements, marital homes, retirement accounts, life insurance, QDROs, and more. Olivia Summerhill will moderate the discussion. THIS is why ZOOM is good! CLE credits pending. Please see the list of panelists and their bios below.
Please join our Officers, Board, and Committee Chairs for an ultra-compact, but thoroughly informative update on the work of our Committees and Board; we really do have some exciting announcements. ALSO, this is a great opportunity to GET INVOLVED! The zoom link will bet sent prior to the Annual Meeting.
From 4:00pm – 6:00pm our Community Building Committee has reserved an informal space for us to do what we will. So, put down your screens, bring some pocket money, and invite someone you’ve waited two years to sit down with to have a conversation and a laugh. There is ONLY space for 30 people. https://kangarooandkiwi.com/ Please RSVP to Bita Soltan-Qurraie at bita@SQfamilylaw.com.
The panel will be moderated by Olivia Summerhill.
Olivia Summerhill serves affluent clients who need help navigating the financial complexities of high-profile divorces as a financial analyst and money coach. She consults with professionals to assist them, and their clients avoid divorce mistakes. Among numerous other designations in finance, Olivia is a Certified Financial Planner, Divorce Financial Analyst, Divorce Specialist, and Money Coach. She is a speaker, hosts a podcast called ‘Divorce for Wealthy Women,’ and is often highlighted in Forbes, US News, MSN, and other media.
The panelists include:
–Bob Bordett, a Certified Financial Planner and Certified Divorce Financial Analyst, has long helped couples, families, and businesses make sound financial decisions through Alternative Dispute Resolution methods. Bob serves in the capacity of financial neutral and is a Registered Mediator and Registered Arbitrator with the Georgia Commission on Dispute Resolution. In addition to his collaborative and mediation practice, Bob is Senior Vice President of Consolidated Planning Corporation, an Atlanta investment advisory firm. He is an active member of the Association for Conflict Resolution and the Association of Family and Conciliation Courts. He is also involved with the Collaborative Law Institute of Georgia and the International Academy of Collaborative Professionals, having served on their boards.
–Pam Friedman, CFP®, CDFA®, is a Managing Director and Principal at Robertson Stephens. She has nearly 30 years of financial planning and investment experience. Before joining Robertson Stephens, Pam was a co-founder of Silicon Hills Wealth Management and founder of Divorce Planning of Austin. She previously worked in New York and London at CIBC and UBS, raising capital for public and private companies. More recently, Pam spent six years on the faculty of the Finance Department in the McCombs School of Business at The University of Texas at Austin. Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who authored I Now Pronounce You Financially Fit, a book on marriage, divorce, and the art of maintaining a healthy financial balance throughout. She has been featured in publications including The New York Times, U.S. News and World Report, Estate Planning Magazine, and has been on-air with ABC News Radio. In 2018, Pam was a finalist for Austin Woman Magazine’s Woman’s Way Business Award.
–Lili Vasileff is a nationally recognized expert in divorce and wealth protection as a practitioner, leader, author, writer, and speaker. She is sought after for her seasoned experience and deep knowledge about complicated financial issues in divorce and wealth protection management. Lili is regularly consulted with and called into high net worth legal proceedings with national recognition. She is one of the distinguished trailblazers of divorce financial planning. She has been a catalyst in developing a professional niche that has led to an international movement and thousands of practitioners today.
–Jane McAuliffe, CDFA®, is a Partner + Financial Advisor with Axis Advisors and Founder + CEO of Collaborative Divorce Strategies, a Divorce Financial Planning & Mediation firm. Jane brings together her years of professional experience, her personal experience of going through a divorce, and her passion for helping men and women to find an equal footing by planning for all of life’s circumstances. Jane’s approach is founded on the belief that taking an active role in personal finances can make you feel confident and empowered in making sound financial decisions. Her objective advice helps men and women avoid the fallout that can ensue after a significant life transition, such as divorce, loss of a spouse or parent, and enables them to save what they need, manage their investments wisely, and ultimately make smarter financial decisions.
-The Owner and President of The QDRO Company, LLC, Sharee Burkel, has been reviewing and drafting QDROs since 2006 and has consulted many attorneys and clients regarding the division options of many different retirement plans. She specializes in various privately-held ERISA plans and State, Municipal, and Federal plans. Sharee has been a presenter at the Institute for Continuing Legal Education, Washtenaw County Bar Association, and Conflict Resolution Training. Sharee has 15 years of experience in the financial services industry, focusing on assisting individuals during and post-divorce with understanding the short- and long-term implications of various settlement options. She has reviewed hundreds of financial documents over the years. She has a unique ability to explain complex financial information and division options so the non-financial individual can understand.