IDFA Online Learning
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196 Results
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IDFA: Update on the Profession
Includes a Live Web Event on 12/15/2020 at 1:00 PM (EST)Join Carol Lee Roberts for a summary of IDFA accomplishments and initiatives for 2021. No CE Credit.
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Education Planning for the Next Decade: Practical Strategies for Success
Includes CreditsDue to the rising costs of higher education, the shift to eLearning, and the impact of COVID-19, clients are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding and financial aid planning processes.
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IDFA 2020 Virtual Conference Recordings
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. Attend our 2020 National Conference 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.
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- Non-member - $295
- Member - $195
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Divide and Conquer: Stock Option, Restricted Stock and Executive Comp Considerations in Divorce
Includes Credits Recorded On: 10/20/2020Divorce has many flavors and variations. The financial assets may seem straightforward and clear; however, the devil is in the details when it comes to stock options and RSUs and even severance payouts. Executive compensation can cause numerous challenges and malpractice concerns for divorce lawyers. In this session, we will uncover the hidden pitfalls of working with stock options, restricted stock units and payouts during divorce and how these concepts may be applied to other compensation. Each participant will gain an in-depth understanding of exactly how to handle the most common executive compensation awards in a divorce situation with confidence and ease.
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Business Valuation Safari - It's a Jungle Out There.
Includes Credits Recorded On: 09/15/2020If I were to ask you to look up Google's current stock price, you could find that information within a couple of mouse clicks. If your client were to ask you what the current stock value of their spouse's construction company is, that information might take more than a few mouse clicks to find. There are many potential pitfalls to lead your client around when they need to have a privately held business appraised. In this presentation, I'll talk about a few of those, walk through some pertinent questions a business appraiser should ask, and highlight a few areas that are very influential in a business appraisal report's conclusion of value. If you have any questions at any point in time, please feel free to ask them.
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Canadian DFA Journal: Summer/Fall 2020
Discover curated articles that can answer your questions and help you delve deeper into topics you want to learn more about.
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Understanding Asset Protection
Includes Credits Recorded On: 08/18/2020Attorney Douglass Lodmell conducts a comprehensive discussion on how to assist your clients in shielding themselves from the effects of a lawsuit by protecting your wealth from creditors, including ex spouses.
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What to Do as a Financial Neutral in a Collaborative Law Case
Learn about the essential role of the financial neutral in the collaborative divorce process.
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Divorce Financial Analyst Journal: July - Sept 2020
Discover curated articles that can answer your questions and help you delve deeper into topics you want to learn more about.
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Divorce Between Business Owners
Includes Credits Recorded On: 07/21/2020Divorce Between Business Owners will examine the unique problems and issues surrounding divorce between the co-owners of businesses, including the varying interests and dynamics presented by different forms of business organization.
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