| ICFE Webinar Series (Accepted for AFCPE/CFP CEs
and Accredited for CLEs) The Maze of Hidden Money for
Divorcing Spouses: One CE Webinar
(November 3rd, 12:00 pm EST, and 2:00 pm EST)
Divorce does not happen overnight but clearing out of a bank
account can happen overnight, often leaving the other spouse
devastated and broke. Just ask Kate of "Jon and Kate Plus 8".
Webinar leader/instructor Peggy Tracy, MBA, CFP®, CDFA®, CFE,
having extensive training on fraud criminology of divorcing
spouses and having recovered millions of dollars for law firm's
clients who have been victimized by thieving spouses, has made
it her personal goal to educate attorneys, financial planners,
accountants, insurance planners, and anyone else who might be
able to spot fraudulent criminal activity involving a divorcing
spouse's finances.
The Institute of Consumer Financial Education (ICFE) in
conjunction with Global Information Research & Retrieval, LLC is
making a series of new webinars available. Two new webinar
programs will premier on November 3rd, 12:00 pm EST, and 2:00 pm
EST
The Maze of Hidden Money for Divorcing Spouses (12:00 pm EST)
has been accepted for one hour of continuing education class for
ACFPE certificate holders, Certified Financial Planners (CFP),
Registered Financial Consultants(RFC), Personal Financial
Planners (PFP), Chartered Life Underwriters (CLU - PACE),
Chartered Financial Consultants (ChFC), Life Underwriter
Training Council Fellow (LUTCF- PACE). CFP Sponsor ID: 2943, FHM,
1.0 credit hour.
This class is also accredited for CLE as participatory credit
through Sponsor Global Information Research & Retrieval, LLC,
SearchitRight.com for one hour in particular states
including CA and NC.
Finding Hidden Money: Financial Fraud and Divorce Dissipation
- This Webinar focuses on the specialty area of divorce
financial planning and uncovering hidden or missing money while
going through the process of divorce. Marital fraud is occurring
right now in the portfolios of many financial planning clients
and for many law firm client's who are going through messy
divorces. This course will give the Advisor/Attorney/Counselor
more information regarding such topics as criminology and fraud
detection and prevention. There is a specific kind of fraud that
can occur between spouses called Dissipation. This course will
explain the warning signs of suspicious activity as well as
rules regarding evidence gathering.
Sign up for the Webinar before November 3 at 12:00 PM EST,
or call Donna Fryer 336 665-0977.
This class can be combined with Family Financial Fraud:
Piecing Information Together Webinar for 2 hours of continuing
education credit.
Sign up for this class or call Donna Fryer 336 665-0977.
Each live Webinar credit hour is $49/hr or $99/hr for
recorded sessions. Check registration for combined discount and
cancellation policies.
About Peggy Tracy, MBA, CFP®, CDFA®, CFE , Priority Planning:
A Certified Divorce Financial Analyst and Certified Fraud
Examiner. Her practice specializes in family and divorce fraud
examinations. Please visit her website at
PriorityPlanning.biz for more information.
Global Information Research & Retrieval, LLC (GIRR) has been
in business for 19 years researching topics for clients and
specializes in developing and delivering quality continuing
legal education programs for attorneys live, recorded, and by
Webinar.
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About the ICFE:
About the
ICFE:
The Institute of Consumer Financial Education (ICFE), founded in 1982 by the
late Loren Dunton (creator of the “certified financial planner” (CFP)
designation) and it is dedicated to helping consumers of all ages to improve
their spending, increase savings and use credit more wisely. The ICFE trains and
certifies Personal Finance Instructors for its own curriculum. It also trains
and certifies Credit Report Reviewers and Identity Theft Prevention Specialists.
The ICFE is an award winning, nonprofit, consumer education organization that
has helped millions of people through its education programs and resources. It
publishes the Do-It-Yourself Credit File correction Guide, now in its 16th
printing and has distributed over one million “Credit/Debit Card Warning Labels”
and “Credit/Debit Card Sleeves” world wide.
The ICFE became an official partner with the Department of Defense/Financial
Readiness Campaign in June of 2004.
The ICFE is also a partner in the national Jump$tart Coalition for Financial
Literacy and the California Jump$tart chapter. The ICFE staff is also active
with San Diego Saves, an offshoot of America Saves, and the California Student
Debt Resource Awareness Project (CASDRAP) (studentdebthelp.org).
The ICFE’s on-line help for consumers who spend too much was featured in PARADE
Magazine in the Intelligence Report section. The money helps and tips are from
“The Money Instruction Book,” a course in personal finance, positioned to become
among the premier programs in the new bankruptcy and debtor education
initiatives.
The ICFE Web site at:
http://www.icfe.info helps consumers with mending spending, learning about
the proper use of credit, budget and expense guidelines, how to set up and
implement a spending-plan and also how to access financial education courses and
videos and how to teach children about money. Other ICFE services include a free
eNewsletter, and an online resource center of financial education learning
tools, including videos, books, software and personal finance courses.
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