IDFA Online Learning
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Includes Multiple Live Events. The next is on 09/02/2025 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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Includes a Live Web Event on 08/05/2025 at 1:00 PM (EDT)
August 5, 2025, 1PM EST | Learn how education can be your most powerful communication tool. Discover how Second Saturday Workshops help CDFAs simplify complex topics, build trust, and empower divorcing clients to take action with confidence.
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Includes Credits Includes a Live Web Event on 06/17/2025 at 1:00 PM (EDT)
Join Bret Hortin has he explains special considerations in divorce for family with special needs.
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Includes a Live Web Event on 06/03/2025 at 1:00 PM (EDT)
June 3, 2025, 1PM EST | In this strategic session designed specifically for CDFA® professionals, Jody Bruns, founder of the Certified Divorce Lending Professional (CDLP®) and Real Estate Mediation Specialist (REM-S™) certifications, will walk you through how divorce mortgage planning is used as a collaborative settlement strategy—not just a financial product.
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Includes Credits Includes a Live Web Event on 05/20/2025 at 1:00 PM (EDT)
May 20, 2025 | Many Americans rely on employer-sponsored retirement plans, like 401(k)s, 403(b)s, and 457s, to build their financial future. While traditional contributions and employer matching are well-known, the Super/Mega Roth strategy is a lesser-known but powerful tool to maximize tax-free retirement savings.
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Recorded On: 05/08/2025
04/01/2025 1PM EST |Attorneys can be less than welcoming when you reach out to them. This session will share the unexpected secrets to having them welcome you with open arms! Discovered in over 13 years in business, learn what actually works to build reliable partnerships with your favorite attorneys. 04/01/2025 1PM EST |
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IDFA's quarterly journal: Second Quarter 2025
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Includes Credits Recorded On: 04/15/2025
This webinar provides divorce professionals, including attorneys, mediators, financial experts, and counselors, with an in-depth understanding of the discovery process in divorce cases. The session covers the strategies, tools, and best practices necessary to conduct an effective discovery to uncover all relevant information, identify hidden assets, and ensure a fair resolution for all parties involved.
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Includes Credits
03/18/2025 1PM EST |Provide practitioners with a tool to assist women who may find themselves suddenly as household CFO after many years of not being responsible for personal finance, or after many years of believing (or being told) they are 'bad with money' leaving them to avoid planning altogether. The Changes and Grief model can help practitioners identify limiting beliefs while moving forward in the planning process with compassion and understanding that grief associated with the loss of a relationship is not linear.
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Recorded On: 03/04/2025
Learn how reverse mortgages can help address some of the issues of grey divorce 1. Overview of Peak 65 and Divorce Demographics 2. How the Home Equity Conversion Mortgage (HECM) Has Changed a. Consumer Safeguards and the 4 “Nevers” b. FHA Borrower Counseling c. Underwriting that Ensures Sustainable Solutions d. New Protections for Younger Spouses 3. What Happens at Loan’s End? 4. The Distribution Options a. Lump Sum “Buy-Out the Other Side” b. Tenure Payment “Mom Can Stay in the House Due to Improved Cash Flow” c. Line of Credit “Supporting Future Needs, ex. LTC, After Portfolio Has Been Split” d. Lifestyle Home Loan “Like Paying Cash for New Home with No Payments” 5. Case Studies in Gray Divorce 6. Conclusion
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