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Financial neutral advanced training


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Training Day Will Include:
• Financial Neutral role clarification
• Full case processing
• Case Demos
• Interactive role plays
• Protocol and ethics review

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Financial neutral advanced training

  1. 1. Financial Neutral Collaborative Divorce Advanced Training SEPTEMBER 19, 2012 ROCKVILLE, MD Location/Facility: Jewish Social Services Agency (JSSA); 200 Wood Hill Road, Rockville, MD Registration Begins at 8:30am. Training Begins at 9:00 a.m. & Concludes at 4:00 p.m. (Lunch Is Included) Training Day Will Include: • Financial Neutral role clarification • Full case processing • Case Demos • Interactive role plays • Protocol and ethics review Space is limited so register NOW to ensure a spot! “Early bird” rate is $175 per person until Friday August 3rd ($225 per person if received thereafter) 6 hours of continuing education credits for CPA’s (MD & VA). CFP® CE’s PendingTrainers: Debora E. May, CPA/CFP®, CDFA™; Lonnie Broussard, CFP®, CDFA™
  2. 2. Financial Neutral 1-Day Collaborative Divorce Advanced Training Jewish Social Services Agency (JSSA), 200 Wood Hill Road, Rockville MD Training Date: September 19, 2012Name____________________________________________ Professional Designations:___________________Address________________________________________ CPA License #__________ CFP Mem # __________City__________________________________ State________ Zip Code______________Office Phone__________________________________Fax #_________________________________________Email*_______________________________________Cell Phone_____________________________________* All registration confirmations sent by email only. Email address required. $175.00 per person if received by 8/3/12, $225.00 per person if received after 8/3/12 Mail completed registration & check payable to: Lonnie Broussard CFP®, CDFA™ 5041 Corporate Woods Drive, Suite 240, Virginia Beach, VA 23462 Course Questions: Debbie May, CPA/CFP®, CDFA™; Email: Refund Policy: $50 fee on refunds requested by Sept 5th. No refunds after that date! Hotels Nearby*: Homewood Suites by Hilton, 14975 Shady Grove Rd, Rockville, MD 20850 (240) 314-7120 – from $92 per night Courtyard Rockville, 2500 Research Blvd, Rockville, MD 20850 (301) 670-6700 – from $89 per night * Please reserve your room as soon as possible to ensure availabilityPLEASE ANSWER THE FOLLOWING QUESTIONS. THIS WILL ASSIST THETRAINERS IN TARGETING THE TRAINING & MATERIALS: 1. 3-Day Interdisciplinary Team Training YES/NO (CIRCLE ONE) , Date of training _______________ Other Collaborative Training (s) (list them): ______________________________________________ ______________________________________________________________________________ 2. If you have been practicing as a Collaboratively Trained Professional, approximately how many cases have you participated in? ________ 3. What skills do you hope to obtain or improve on via this training? _________________________ _______________________________________________________________________________ 4. Describe what would be required for you to consider this training a success for you. ________________________________________________________________________________ ________________________________________________________________________________
  3. 3. TRAINERS’ BIOGRAPHIES for Financial Neutral Collaborative Divorce Advanced Training September 19, 2012 Rockville, MDTrainers:Debora E. May, CPA/CFP®, CDFA™, is the managing partner at May and Barnhard, PC, in chargeof quality review on individual tax, divorce and financial planning engagements. She has over thirtyyears of experience in public accounting with varied and substantial experience in tax, financialplanning for individuals and closely held businesses, divorce litigation support and negotiation forfinancial settlement in divorce. She has provided expert testimony for attorneys in divorce and realestate matters, and participated in mediations for divorce. Debbie is recognized as a local expert in thedivorce planning area and has helped negotiate settlements in over 300 divorce cases. She has also beenvoted by her peers as one of the top financial planning experts in the metropolitan Washington, DC,area in the only three polls of that nature sponsored by Washingtonian Magazine (October 1994,December 2002, January 2009). In addition, she has represented clients in IRA and state audit matters.Debbie is also trained as a collaborative divorce professional and has served as a financial neutral inover 40 cases. She has served on the board of directors of a number of associations and non-profitorganization and she currently lectures and writes on a number of tax and financial planning topics. Shehas hosted a week-long TV program for Montgomery County, MD, cable on tax and financial planningsubjects. She provided consulting services to other CFP’s and professionals in the area of divorce andtax planning. Debbie has a BS in accounting from the University of Maryland. T: 301-656-5794;Email: dmay@may-barnhard.comLonnie J. Broussard, CFP®, CDFA™, is a Principal of Financial Designs of Virginia where he hasserved as Advisor to individual and small business clients for over 25 years. As a CollaborativeDivorce Professional, Lonnie is a Founding Member and Past Chair of Collaborative Divorce Solutionsof Tidewater, a Founding member and Past Chair of Virginia Collaborative Professionals, a member ofThe International Academy of Collaborative Professionals, a member of The Institute for DivorceFinancial Analysis, and a Founding Member of Collaborative Practice Training Institute (CPTI). As aLead Trainer with CPTI, Lonnie has provided multiple trainings in Collaborative Practice and inInterest-Based Negotiation Skills to attorneys and professionals in the mental health and financialdisciplines.