IDFA Online Learning
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375 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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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 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 a Live Web Event on 10/07/2025 at 1:00 PM (EDT)
October 7, 2025, 1 PM Eastern,Big Changes Ahead: What the New Bill Means for College Financial Aid & Student Loans
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- Non-member - Free!
- Member - Free!
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Includes Credits Includes a Live Web Event on 09/16/2025 at 1:00 PM (EDT)
September 16, 2025 1PM | 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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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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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 09/02/2025 at 1:00 PM (EDT)
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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Includes Credits
August 19, 2025 1PM | Join our August 19 webinar with Jacki Roessler covering RSUs, challenges in divorce, and the methods for handling the division of RSUs after the date of divorce.
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- Non-member - Free!
- Member - Free!
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August 5, 2025, 1PM EST | Mastering Conversations: Using Local Education to Empower and Engage People Going Through Divorce. Whether in-person or online, Second Saturday workshops can deliver the connection and trust divorcing individuals need—because local isn’t just about place; it’s about presence.
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- Non-member - Free!
- Member - Free!
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