Registration is now open!
This year‘s Annual Retreat, They're Playing Games! Don't Be Hoodwinked will take place online September 27th - 29th and will feature a multi-disciplinary examination of game playing in divorce financial planning led by industry experts.
We as practitioners are often deceived, both intentionally as well as unknowingly, by our clients and sometimes by other professionals. Being hoodwinked literally means to close one’s eyes and figuratively, veiling the truth. How often have you been challenged by false appearance, incomplete information, client resistance, challenging behaviors, or inappropriate grand standing? How do we find out what we need and get it? How do we build trust? How do we mitigate risks? What tools are required in our skill set? Listen to experts in a 360 degree examination of game playing that includes: financial forensics, cybersecurity, personality disorders, fraud and data breach, and technology resources.