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Jordan Egert, (Financial Professional)

Address:
   7910 Woodmont Avenue
Phone:
  
Fax:
  
Other Office Locations:
  
Email:
  jordanegert@gmail.com
Website:
  

Education


Degree Institution Year

Licenses


J.D.

LL.B.

Ph.D.

Psy.D

Ed.D.

L.E.P.

LCSW

LPC

LMFT

Psychiatrist

CFP®

CPA

ChFC

Professional Activities


Current Prior

Collaborative Practice Training


Year Course Title Instructor Hours Action
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
30-Hr Interest-Based Negotiation & Mediation Skills
Advanced interest-based negotiation, communication skills, collaborative,professional coach training
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)

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Jordan Egert, (Financial Professional)

Address:

Phone:
Fax:
Website:


Collaborative Practice Group Membership


Collaborative Professionals of Northern Virginia

Collaborative Services


Offering collaborative financial solutions to divorcing spouses including division of marital assets, budget and cash flow analysis, retirement projections, and more! My goal is to create an environment which garners a communicative and goal forward environment.

Education


Master of Business Administration
Florida Atlantic University,2010

Bachelor of Science; Accounting and Finance
University of Central Florida,2007

Licenses


CPA
CFE
CDFA ,CPA

Professional Activities


CURRENT:
Treasurer of Collaborative Professionals of Northern Virginia

PRIOR:

Collaborative Practice Training


Year Course Title Instructor Hours
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
2017 Introductory Interdisciplinary Collaborative Training Lisa Herrick and Paul Smollar 16
30-Hr Interest-Based Negotiation & Mediation Skills
2018 Basic Mediation Training Barbara Williams 40
Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training
2020 The New Normal CPNV: Steve Goldman & Patrice Garver 1.5
2020 Cash, Covid, and Collaboration: Financial Considerations for assisting your clients CPNV: Jordan Egert & Jane Oschman Rowny 1.5
2019 Tools to Understand your Divorcing Clients Money Personality Erika Schleifman 1.5
2019 Retirement Assets and Family Law (Implications in Litigated and Collaborative Process) Jane Rowny and Jordan Egert 1.5
2019 Parent Child Conflict and Collaborative Principles Patrice Garver and Lynn Hawkins 1.5
2019 Let's Talk About Money CDRP 1
2019 Collaborative Casual CDRP 1
2019 Collaborative Boot Camp Barbara Burr and Lisa Herrick 5.5
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)
2022 Transitioning Clients in Collaborative Divorce CPNV: Michael McHugh, Esq. and Teresa Cole, Esq. 1.5
2022 Targeted Tools to Resolve Complex Collaborative Impasses CPNV: Carl Mitlehner, CFP®, Sue Soler, LCSW, and Jennifer Bradley, JD 1.5
2022 Divorcing your spouse, but staying married to Uncle Sam CPNV: Sarah Avila, CFP®, CDFA® 1.5
2022 Collaborative Clients: When kumbaya is not enough CPNV: Barb Burr 1.5
2022 A Parent’s Mental Illness Should Not Prevent a Successful Parenting Plan CPNV: Stephanie Smith, JD, and Patrice Garver, MHP 1.5
2021 BEYOND SPREAD SHEETS AND CASH FLOW – A DEEP DIVE INTO THE FINANCIAL NEUTRAL ROLES AS FACILITATOR, MEDIATOR AND ADVISOR CPNV 1.5
2021 Virginia's Uniform Collaborative Law Act: What it Means for Your Collaborative Practice Jennifer Bradley 1.5
2021 Understanding Domestic Violence and the Challenges in Getting It Right Viola Vaughan 1.5
2021 Transform Them CPNV: Jonathan Foust, MA, CSA 1.5
2021 The Flexible Potential of the Child Specialist Role Natalie Goldberg 1.5
2021 SHOULD VIRGINIA CREATE A LEGAL PRESUMPTION OF SHARED CUSTODY Lisa Herrick 1.5
2021 Maximizing the Role of a Financial Neutral in Unprecedented Times (14th VaCP) Jane Rowny, CPA, CFP®, CDFA®, Jamie Blum, CPA, CDFA®, & Jordan Egert, CPA, CFE, CDFA® 2
2021 HOLD ONTO YOUR HATS: STRATEGIES FOR STREAMLINING COLLABORATIVE PRACTICE CPNV: Jennifer Bradley, Esq., Lynn Fetcher, Esq., Natalie Goldberg, LCSW, Jane Ochsman Rowny, CPA, CDFA 1.5
2021 Changes, Practical Applications and Issues now that the UCLA Statute has been Enacted (14th VaCP) Teresa Cole, JD, Karen Keyes, JD & Cheryl Smith, JD 1.25
2021 ADULT ADHD IN COLLABORATIVE PRACTICE: A POWERFUL, UNDER-RECOGNIZED X FACTOR CPNV: Kate Scharff, PhD 1.5
2021 A Deeper Dive into the Role of the Child Specialist (14th VaCP) Natalie Goldberg, LCSW & Lisa Herrick, PhD 2.75
2020 Professional and Collaborative Communications Deboe Leadership Program (Communication and Collaboration Training 5
2020 Ethics: Protecting the Integrity of FICPA 4
2019 Deboe Leadership Program (Communication and Collaboration Training GWSCPA Advisors 10
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