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Event Details

"FPALA Bi-Monthly Divorce Panel & Fidicuary Presentatrion"
Event Details
Thursday, June 21, 2018
Program: 12:45 P.M. - Adjourn: 4:00 P.M.
The Proud Bird
11022 Aviation Blvd. Los Angeles, CA 90045
(818) 558-3908
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CEU's
You May EARN 2 CEU CREDITS FOR ATTENDING
May qualify for 2 CFP Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
Cost
 pre-registeredAt the Door
Member $40 $65
Non Member $65 $90
 
Guest Speaker(s):

Erin McGaughey - Family Law, Collaborative Divorce Panel
Warren Sacks - CPA/Forensics, Collaborative Divorce Panel
Dawn Strachan, CDFA, Collaborative Divorce Panel
Paula March, Mental health Therapist, Collaborative Divorce Panel
Robert Earnest - Earnest Trust Management, Fiduciary Program


Event Schedule:
12:45 PMRegistration & Networking
1:00 PMLunch
1:30 PMAnnouncements & Chapter Business
1:45 PMDivorce Panel
3:00 PMFiduciary Program
4-6:00 PMHappy Hour - Thanks to our Sponsor:


Event Details:
Collaborative Divorce - The Panel will show how divorce attorneys, CPAs, therapists, CDFAs work as a team and other areas relevant to the financial planning that goes into a divorce.

The Financial Dream Team: What Position do Fiduciaries Play? - Only one decade old in California, the new profession of fiduciaries has gained over 1,000 licensed members, who serve as trustees, conservators, guardians and agents. This presentation provides a detailed overview of the profession and explains the regulatory background, the roles and duties of a fiduciary and the requirements for licensing. For FPALA, focus is given to structuring the relationship between fiduciaries and financial planners to ensure client satisfaction and compliance with legal and ethical requirements.

20180621_UnderstandingCollaborativeProcess.pdf


20180621_Fiduciaries.pdf

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Speaker(s):

Collaborative Divorce Panel, Erin McGaughey - Family Law

Born in Los Angeles, California, Erin graduated from the University of California Santa Barbara (B.A. in Psychology 1997) and Loyola Law School (J.D. 2003).

Erin joined McGaughey & Spirito's team of Redondo Beach family lawyers in 2003. She handles primarily litigated cases, including cases involving complex custody issues, financial issues, or business interests. Erin is a Certified Family Law Specialist by the California Board of Legal Specialization, State Bar of California. In addition, Erin has been trained in and practicing collaborative law since 2006, providing a spectrum of solutions to draw from for each client, whether in a collaborative or general dissolution process.
After being named a Super Lawyer Rising Star from 2011 through 2013, a distinction provided to the top 2.5% of attorneys in Southern California, Erin was named a Super Lawyer in 2017. Erin is a former president of the South Bay Bar Association and is currently a member of the Los Angeles County Bar Association Family Law Section's Executive Committee.


Collaborative Divorce Panel, Warren Sacks - CPA/Forensics

Warren R. Sacks is a Senior Partner with the accounting and consulting firm of White, Zuckerman, Warsavsky, Luna, & Hunt, LLP. Warren is a Certified Public Accountant, Certified in Financial Forensics and has over thirty years' experience in assisting spouses through the financial aspects of their divorce. Warren attended his collaborative training in 2004 and has since attended numerous additional basic and advanced collaborative trainings. Warren was the President of the Los Angeles Collaborative Family Law Association (the Southern California collaborative practice umbrella group) in 2013 and has been on the board since 2005, was a board member of Collaborative Practice California from 2008 through 2013 and the Treasurer of Collaborative Practice California in 2012 and 2013, and is currently a member in three collaborative practice groups: Los Angeles Westside Collaborative Divorce Professionals, A Better Divorce (a Collaborative Practice Group in the South Bay of Southern California) and, Family Divorce Solutions of the San Fernando Valley. Warren has presented at the LACFLA Collaborative Basic Training on most occasions since 2010 and presented workshops at the CPCAL annual Collaborative Conferences on several occasions. Warren received his Bachelor of Science Degree in Accounting Theory and Practice from California State University, Northridge. He is a member in good standing of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants.


Collaborative Divorce Panel, Dawn Strachan, CDFA

Dawn Strachan is a Certified Divorce Financial Analyst (CDFA™) and Financial Life Planner. Dawn has been working with divorcing couples and individuals since 2001. As a Certified Divorce Financial Analyst, Dawn is experienced in working with clients helping them identify and understand the financial issues of divorce. She is instrumental in assisting her clients in arriving at a settlement that is beneficial for all by empowering them with the financial information that is often overlooked in the divorce process. What appears to be an equitable settlement today may not be fair tomorrow. Through software specifically designed to handle the financial aspects of divorce, Ms. Strachan generates sophisticated financial projections addressing the long-term effects of dividing property, integrating into her analysis tax issues, pension plan issues, earnings capabilities, spousal and child support options, liquidity concerns, inflation rates, rates of return on investments, and other financial issues related to separation agreements. The graphic reports generated by Ms. Strachan encourage dialogue between the divorcing parties and facilitates settlement, keeping everyone out of court, which dramatically reduces the cost of divorce.

As a financial planner Dawn takes a life plan approach to financial planning incorporating all areas such as retirement and estate planning, risk management, college funding, long term care and wealth management. This experience helps her bring a unique perspective to the divorce planning process.

Dawn received her B.S. in Accounting and Finance from CSULB in 1989 and her CDFA® in November 2001. She is a member of the Collaborative Practice - California (CP-Cal) - Board Member/President, Institute for Certified Divorce Financial Analysts, the California Divorce Planners Network, the International Academy of Collaborative Professionals, Association of Divorce Financial Planners, , the Los Angeles Collaborative Family Law Association - past Board member, A Better Divorce group and is an Associate member of the South Bay Bar Association. Ms. Strachan is an advocate of consensual dispute resolution for divorce, and has completed a 40-hour mediation training, a Level 1 and Advanced Collaborative Divorce? Team Model training as well as numerous Interdisciplinary Team trainings.


Collaborative Divorce Panel, Paula March, Mental health Therapist

Ms. March has had more than 25 years of experience in social work combining direct clinical care with teaching and management responsibilities. For the last fifteen years, she has been supporting families through the stress of divorce by providing services such as mediation on child custody issues, reunification counseling, parenting plan coordination and collaborative divorce coaching. She also teaches "Better Parenting, Better Divorce," a court-approved high conflict parenting class ordered by Court commissioners and attorneys for high conflict couples. Through these venues Ms. March, helps parents minimize the negative effect divorce inevitably has on children by assisting them to communicate more effectively with each other, deal with their anger in a productive way and practice co-parenting skills. When children are involved, she is their advocate. She assesses each child's individual needs and coping skills and helps their parents understand how their behaviors can benefit or cause problems for their children. She has a strong background working with individuals, couples and families coping with life transition and crisis situations. She has had experience in program development, interdisciplinary collaborative teamwork, in-service trainings and community outreach. Ms. March currently has a private practice in Redondo Beach and in the Collaborative Center of Southern California.


Fiduciary Program, Robert Earnest - Earnest Trust Management

Robert is graduate of UCLA (BA Economics) and Harvard Law School. He also earned his Certificate of Fiduciary Management from the California State University in Fullerton.

Before establishing Earnest Trust Management, Robert practiced law for 30 years for both international law firms, including Paul Hastings in Los Angeles, and multinational companies, such as ARCO and Nissan. Although our clients benefit from Robert's legal education and experience, no attorney-client relationship exists when Robert is retained as a trustee, conservator or receiver.

Robert is a resident of Arcadia and has resided in the San Gabriel Valley since 1990. With his family, he was actively involved in youth organizations and the Arcadia schools. He was recently recognized with the Silver Beaver Award for distinguished service to youth by his local Scouting council. Robert is presently active in his community through the Pasadena Rotary Club and The University Club of Pasadena.

Professionally, Robert is active with ProVisors, local Estate Planning Councils (Azusa, Glendale and San Gabriel Valley), the Pasadena Bar Association, the Professional Fiduciary Association of California and the Fiduciary Round Table of San Gabriel Valley.



Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
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