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Join IDFA and our speakers as we investigate issues that are at the forefront of divorce financial planning.
Includes Credits Includes a Live Web Event on 09/08/2022 at 2:30 PM (EDT)
Discussions center around how to calculate and determine what is considered marital among the various states, Issues related to DROP and BacDROP, survivor benefits, using QDROs for child support, and how to effectively deal with plans that cannot be divided as marital property. Sample language will be provided along with a basic understanding of QDROs and the importance of settlement agreement language.
Includes Credits Includes a Live Web Event on 09/08/2022 at 11:00 AM (EDT)
You finally obtained your CDFA and are hyped to put your credential to work, however it's easier said than done. This workshop will guide you through the steps and strategy needed to build a successful divorce planning practice.
Two bonus seminars: Day One as a CDFA Professionals with Donna Cheswick QDRO: What you need to know with Tim Voit and David Smith
Includes Multiple Live Events. The next is on 09/06/2022 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.
Includes Credits Includes a Live Web Event on 07/19/2022 at 1:00 PM (EDT)
Do you feel like Buzz Lightyear when it comes to Military Divorces? To Infinity and Beyond? Is all the language confusing: Final Pay, High-Three, Blended Retirement, TSP, TRICARE, CHCBP, SGLI, SBP, G.I. Bill, DFAS, DEERS, LES, BAH, BAS, VA Disability, Frozen Benefit Rule, RAS? Knowledge is power! Join Diane Hall as they unravel this alphabet soup and provide you with specific strategies related to analyzing and dividing military benefits.Learn creative ways to use reverse mortgages for seniors facing divorce.
Includes a Live Web Event on 07/05/2022 at 1:00 PM (EDT)
Learn the importance of planning for college while preparing for divorce. We'll discuss the specific actions that divorced and divorcing clients can take right now to help them save money this summer no matter if their child is a current high school or college student.
Includes Credits Recorded On: 06/21/2022
Learn creative ways to use reverse mortgages for seniors facing divorce.
Practice Management: Learn about becoming a Savvy Ladies Helpline (virtual) Volunteer & Give Women the Financial Knowledge they need to thrive.
Join us for a workshop with Judy Herbst, Executive Director, and Tracie Wheeler, Client Services Analyst to learn about the Savvy Ladies Free Financial Helpline - how it works, how you get matched to connect with a client to guide her and help answer her financial question. Help empower women with financial knowledge - it makes a difference.
Includes Credits Recorded On: 05/17/2022
Collaborative Law Practice seems to be thriving in some parts of the country, while struggling in other parts. Why is that? Where are all the collaborative cases we were hoping for after taking the required training? Having been a Financial Neutral on more cases than most other CDFAs in Massachusetts, I know first-hand that the process works and that our involvement on the team allows the parties to make fully informed, interest-based decisions that are best for them and their families. But there are inherent problems in the process that must be overcome in order to ‘sell it’ to our clients and in putting together a team where mutual respect is paramount to a successful outcome. I will share my insights as to what works and what doesn’t along with the ‘good, the bad and the ugly’ of this alternative dispute resolution process.