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215 Results

  • IDFA Town Hall December 2021

     Product not yet rated Includes a Live Web Event on 12/14/2021 at 1:00 PM (EST)

    Join the Board of Advisors to discuss the results of our recent annual survey and receive updates about IDFA and some marketing tips. This webinar is NOT CE Eligible

  • Cryptoassets and Couples: What to Do When There's a Split

     Product not yet rated Includes Credits Includes a Live Web Event on 10/19/2021 at 1:00 PM (EDT) Recorded On: 10/19/2021

    Increasingly, more and more Americans are purchasing cryptocurrencies. Currently, there's a 1 in 5 chance that a spouse will own some amount of crypto. Given this backdrop, it's important for divorce professionals to have a basic understanding of how cryptocurrencies are typically acquired and held by individuals. Also of importance is understanding how crypto is valued, as well as the tax implications of transacting in these digital assets. This presentation will cover these topics and more, so that CDFA professionals can gain a foundational understanding of how to deal with this growing trend; one which they will likely encounter at some point in their divorce practice.

  • Practice Management: Divorce College and Saving Money

     Product not yet rated Includes Credits Includes a Live Web Event on 10/05/2021 at 1:00 PM (EDT)

    Learn about all of the ways to save money on the cost of college, even when clients are in the midst of a divorce. Founder of College Financial Prep and Certified Divorce Coach, Vicki Vollweiler, shares valuable information that will position parents to maximize savings and reduce the need for student loan debt. This is typically a win-win situation for all parties involved! Typically, Vicki's clients save tens of thousands of dollars on the cost of college while some divorced clients have saved hundreds of thousands of dollars! We'll discuss strategy as well as the steps that need to be taken for parents to find the best academic fit for their child while simultaneously reducing costs and saving money.

  • Divorce Financial Planning: Fall 2021

     Includes Multiple Live Events. The next is on 09/28/2021 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.

  • The ABC's of Different Financial Experts in Divorce - Forensic Accountant, Business Valuator, Collaborate Law Financial Neutral, CDFA and Financial Mediator

     Includes Credits Recorded On: 09/21/2021

    This presentation will review the different financial expert roles, the differences and overlap, the credentials usually required of each, fee structuring for each which we use and a case study for each role. At the end of this the CDFA will understand not only how other financial experts fit in the divorce expert space, but also different avenues for revenue and study. We will also talk about how CDFA's can work with each type of expert to grow an AUM business.

  • IDFA 2021 Virtual Conference Recordings

     Product not yet rated 16 new product(s) added recently

    The Institute for Divorce Financial Analysts (IDFA®) is the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena. View our 2021 National Conference recordings to learn from industry leaders on how to grow and improve your practice. Come network with CDFA professionals from the US and Canada and share your passion for eliminating unnecessary financial hardships for your divorcing clients.

  • How to Jump Start Your CDFA Practice

     Includes Credits Recorded On: 09/10/2021

    This extended session will take a deep-dive into developing a successful niche divorce practice on a shoestring budget in record time. Approved for three and one half (3.5) hours of CDFA Continuing Education credit. This workshop is NOT included in the conference purchase price and must be purchased separately. All times are EASTERN

  • Practice Management: Systems for Scalability

     Recorded On: 09/07/2021

    Understand the 11 Essential Business Systems necessary for a successful business.The presenter will also provide Excel Trackers and Dashboards for your own use and customization.

  • The LTC Imperative

     Includes Credits Recorded On: 08/17/2021

    Gain core competencies in long-term care services, Medicare, Medicaid, veterans benefits, self-funding, LTC insurance, and many other important concepts

  • Practice Management: How a Vocational Consultant can Assist You and Your Clients

     Product not yet rated Includes Credits Recorded On: 08/03/2021

    Join Mary Vargas as she explains the benefit of using a vocational consultant to more accurately estimate your clients' earning potential and support needs.