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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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- Non-member - $1,875
- Member - $1,875
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Includes Multiple Live Events. The next is on 04/08/2025 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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Includes Multiple Live Events. The next is on 01/07/2025 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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Includes Credits Includes a Live Web Event on 10/15/2024 at 1:00 PM (EDT)
The presentation will go discuss all the aspects of valuing privately held business pursuant to an asset division in divorce. The presentation will discuss when a business needs to be valued, what methods are used, and the different types of reporting that will hold up court, mediation, collaborative law.
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- Non-member - Free!
- Member - Free!
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Includes a Live Web Event on 10/01/2024 at 1:00 PM (EDT)
Just like changes in the market require a new approach to investing, changes in client demographics require a new approach to how advisors engage and serve modern clients. Advice must become equal parts financial guidance and human understanding – beginning with a personal connection and creating a trusted, collaborative relationship centered on empathy, education and empowerment.
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- Non-member - Free!
- Member - Free!
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Includes Credits Includes a Live Web Event on 09/17/2024 at 1:00 PM (EDT)
This webinar provides a comprehensive overview on how to navigate the complex federal regulations governing the division of the Federal Employees Retirement System (FERS) in the context of divorce or legal separation.
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- Non-member - Free!
- Member - Free!
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This includes the Divorce Financial Planning Textbook, an exam Voucher, and two full Practice Exams. Pricing includes $15.00 shipping for textbook.
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- Non-member - $1,695
- Member - $1,695
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This is a hard copy of the text materials for the Divorce Financial Planning program. It is designed to prepare you as an expert on the financial aspects of divorce. The role of a CDFA professional is to address the special financial issues of divorce with data to help achieve equitable settlements. The price includes a $15.00 shipping fee.
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- Non-member - $135
- Member - $135
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Recorded On: 09/03/2024
Ivy Menchel and Lili Vasileff provide a brief overview of the national Association of Divorce Financial Planners (ADFP) and the evolution of divorce financial planning that gave rise to two unique organizations with synergistic benefits for members: the IDFA and the ADFP.
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- Non-member - Free!
- Member - Free!
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Includes Credits Recorded On: 08/20/2024
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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- Non-member - Free!
- Member - Free!
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