IDFA Online Learning
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377 Results
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Includes Multiple Live Events. The next is on 09/08/2026 at 3:00 PM (EDT)
Through a blend of virtual synchronous and asynchronous collaboration, we’ll explore a broad range of topics on the financial issues of divorce.
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- Non-member - $1,875
- Member - $1,875
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Includes Multiple Live Events. The next is on 04/07/2026 at 3:00 PM (EDT)
Through a blend of virtual synchronous and asynchronous collaboration, we’ll explore a broad range of topics on the financial issues of divorce.
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Register
- Non-member - $1,875
- Member - $1,875
- More Information
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Register
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Includes Multiple Live Events. The next is on 01/06/2026 at 3:00 PM (EST)
Through a blend of virtual synchronous and asynchronous collaboration, we’ll explore a broad range of topics on the financial issues of divorce.
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Register
- Non-member - $1,875
- Member - $1,875
- More Information
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Register
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Includes a Live Web Event on 01/06/2026 at 1:00 PM (EST)
January 6, 2026 1PM EST | The Retirement Division process is getting more complex. Denisa Tova-Liebman is here to help by introducing the Settlement Language Instruction Playbook (SLIP).
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- Non-member - Free!
- Member - Free!
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Includes a Live Web Event on 12/02/2025 at 1:00 PM (EST)
December 2, 2025, 1PM EST | This presentation will provide a broad understanding of the common scenarios we encounter in Medicaid planning for couples or divorcees. The chief question we will address is the impact of divorce on Medicaid eligibility.
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- Non-member - Free!
- Member - Free!
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Includes Credits Includes a Live Web Event on 11/18/2025 at 1:00 PM (EST)
November 18th 1:00 PM Eastern, Learn how to read and interpret a Business Valuation Report. Divorce often involves business ownership and the business needs an independent valuation. But once you get the report, do you know how to read it, how to explain it to your clients?
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- Non-member - Free!
- Member - Free!
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Includes a Live Web Event on 11/04/2025 at 1:00 PM (EST)
November 4th 1:00 PM Eastern , Join Tracy Moore-Grant to learn about the Amicable Divorce Network and what it can bring to your practice.
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- Non-member - Free!
- Member - Free!
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Includes Credits Includes a Live Web Event on 10/21/2025 at 1:00 PM (EDT)
October 21, 2025, 1PM EST | For CDFAs navigating the complexities of divorce, the topic of beneficiary designations is a critical area that, if mishandled, can have significant and unintended financial consequences for clients. This webinar will explore the intricate landscape of beneficiary designations during divorce and equip CDFAs with the knowledge and strategies to handle revocations, common pitfalls and best practices.
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- Non-member - Free!
- Member - Free!
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Includes Credits
This webinar explores an alternative approach that addresses the mismatch between when the tax money is received by the party and when the tax liability is actually incurred. Learn how to use the Point in Time formula to estimate a tax discount, a practical and easy to use tool in your quest to provide equitable outcomes.
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- Non-member - Free!
- Member - Free!
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September 2nd, 1:00 PM Eastern, Join Adam Holt and CDFA certified financial professionals as they run a case study communicating the before, during and after complexities of divorce and how it impacts their financial life. Accelerate the conversation using visuals to give your client peace of mind, regardless of their past involvement in joint financial decisions. 1. See how to quickly get all parties on the same page through visual financial inventories 2. Learn how to discuss and broach critical financial risks, resulting from a divorce 3. Find out ways to help both sides of the table quickly get to agreements on how to distribute financial instruments
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- Non-member - Free!
- Member - Free!
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