IDFA Online Learning
Catalog Advanced Search
Why Do Smart People Do Dumb Things with Their Money?1 credit offered Includes a Live Event on 03/19/2019 at 1:00 PM (EDT)
The single biggest factor in portfolio growth is NOT asset allocation, investment selection or market timing. The single biggest factor is the saving and investing behavior of your clients. This program will help you and your clients significantly improve their financial decision-making and investing behavior, especially under pressure.
Creating Assets Using Premium Finance and Existing Expenses1 credit offered Recorded On: 02/19/2019
For clients going through a divorce, a holistic approach to a client’s financial plan and life insurance should be a core focus; specifically, premium financed life insurance. Through a series of case studies and examples, David will explore real, tangible benefits for clients who may not be in a cash position to pay large annual premiums for permanent life insurance policies.
Divorce is a Human Experience
Nobody ever said divorce was pretty. But experts’ estimate that nearly 50% of American marriages end in divorce indicates that the experience certainly is human. And when two people, once joined by marriage, head off in new directions, each of them will encounter change and uncertainty, a possible intermingling or rotation of anxiety and excitement, and, of course, big financial shifts.
Bridging the Gap: Maximizing the Role of the Financial Neutral
Times are changing. More and more couples are choosing to avoid the litigation system to negotiate their divorce settlements, and even those with lawyers settle out of court 90% of the time. The demand for mediation and Collaborative Divorce has risen steadily in recent years and the need for financial expertise has never been more critical.
Let's Make a Deal: A Five-Step Guide to Preparing Clients to Negotiate
During divorce, people typically aren’t functioning at their best. In the middle of the heartache and upheaval, they need to negotiate the division of their assets and restructure their finances. For many people, that is a daunting challenge. If you are the first professional advisor on the scene, here are five ideas to help you prepare your clients for that challenge.
Affording Divorce: Why Divorce Can Be Expensive and Complicated For the Wealthy
While divorce isn’t easy for anyone, it can be particularly complex for wealthy families. Dividing more assets means couples face more legal complexities, and sometimes more heartaches. Ownership of family businesses, multiple properties and offshore assets (and the more frequent presence of marriage contracts) means lawyers and financial professionals will have more paperwork to comb through to ensure that all parties—including future heirs—are treated fairly.
Real Estate and Divorce: Get Expert Help to Resolve Housing Issues
Experience has taught us that a couple or family going through a divorce is undoubtedly experiencing a high level of stress—no matter what side of the divorce they are on. Emotions run high and funds run low, and many clients are not aware of the options available to them when it comes to dealing with their real property. Because of this, it is critical that we surround our clients with a team of divorce experts; this will cushion the blow and make the transition from married to unmarried as seamless as possible.
How to Get More Prospects To Say “Yes”1 credit offered Recorded On: 01/22/2019
As service-based professionals, you have the power to deeply impact and influence the lives of your clients. How rewarding would it be to serve more clients who are willing and ready to engage in your services? Sylvia Garibaldi, Founder of SG and Associates, discusses best practices on how to get more prospects to become clients.
Maximizing the Role of the Financial Neutral in Collaborative Divorce1 credit offered Recorded On: 01/15/2019
The financial neutral role in Collaborative Divorce Cases can present challenges that you may not have faced in your other cases. This webinar will explore why to use a financial neutral, what our role is and how we can help to optimize settlements, and how the team can help support us for the most positive client outcomes.