IDFA Online Learning

Elevate your advisory skills, decode client behaviors, and revolutionize your approach to impactful client relationships in this webinar. Join me for a comprehensive session diving into emotional cues, client archetypes (HOW and WOW), and three distinctive client profiles. Learn to decode emotions, fostering stronger client connections for improved service and retention.

.CDFAs - Learn how higher interest rates and housing shortage make keeping the house more likely, more difficult, and even more dangerous during mediation | collaborative practice | litigation. This webinar, led by Prof. Kelly Murray, JD, will explore evidence gaps and key risks to permanent property division of realty assets that skew data analysis and undermine financial and tax recommendations for disposition, division, and equalization of the marital estate.

This webinar provides solutions when confronted with retirement plan that do accept QDROs, in other words, non-qualified plans or those plans exempt from ERISA. From defined contribution plans, executive deferred compensation plans to defined benefit pension plans, typically those that may be various state or municipal pension plans. Albeit direct payment orders are referred to, however, we explore the issues should be addressed in such an order and how distributions can be made.

Talk to almost any successful woman advisor in this industry and you’ll learn that she got where she is thanks in no small part to her ‘tribe’; that circle of advisors, confidants and mentors who helped her define her goals, overcome obstacles, stay motivated and achieve success. As the financial advising profession continues to lag in the its progress toward attracting and retaining more women, the client demand for female advisors is expected to continue to grow. Research reveals that there is a significant lack of trained mentors properly equipped to deliver a meaningful mentoring experience to support women working in traditionally male-dominated professions. Furthermore, cookie cutter corporate programs with preset goals and outcomes are often not tailored to the professional goals and values of women advisors. In this webinar, executive director of the Women's Leadership Alliance, Stephanie Gularte, together with WLA mentor and retired financial advisor, Pamela Grey, will share the secrets to creating powerful mentorship experiences for and by women. They will share mentorship practices that experienced female advisors considering succession options, or for offices looking to attract and retain more women can put into action. .

As the opioid epidemic worsens across the US, the toll it imposes on the economy has risen to staggering heights causing an economic loss of more than $1 trillion, not only posing a threat to the economy but also jeopardizing careers, family finances, retirement plans, and marriages. With the numbers of opioid use disorders, overdoses and deaths surging in recent years, the impact of substance use disorder on divorce is becoming increasingly prevalent, requiring a sophisticated approach in financial planning to address these evolving challenges. The responsibility of protecting clients extends beyond conventional financial services such as insurance, investments, or tax-saving strategies. This presentation will address the intricate relationship between the surging opioid crisis and its profound impact on the institution of marriage and family life. As the opioid crisis unfolds, it leaves in its wake shattered marriages, strained families, and a growing urgency for comprehensive solutions to address both addiction and the collateral damage inflicted on domestic life.