IDFA Online Learning
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244 Results
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Includes Credits Includes a Live Web Event on 10/18/2022 at 1:00 PM (EDT)
Join Elder Lawyer and Author Cathy Sikorski for a discussion on grey divorce
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- Non-member - Free!
- Member - Free!
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Join IDFA and our speakers as we investigate issues that are at the forefront of divorce financial planning.
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- Non-member - $295
- Member - $195
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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.
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- Non-member - $100
- Member - $75
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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.
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- Non-member - $100
- Member - $75
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Two bonus seminars: Day One as a CDFA Professionals with Donna Cheswick QDRO: What you need to know with Tim Voit and David Smith
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- Non-member - $200
- Member - $150
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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.
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- Non-member - $1,675
- Member - $1,675
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Includes a Live Web Event on 09/06/2022 at 1:00 PM (EDT)
Attend this free webinar with our friends at White Glove, where they will cover case studies of advisors seeing massive growth utilizing seminars and webinars to get in front of new prospects.
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- Non-member - Free!
- Member - Free!
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Includes Credits Includes a Live Web Event on 08/16/2022 at 1:00 PM (EDT)
In this discussion, we explore the differences in valuation methods as it relates to defined benefit pension plans as well as methods used to determine marital values of 401(k) and like plans.
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- Non-member - Free!
- Member - Free!
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Recorded On: 08/02/2022
To create a Million Dollar Marketing Strategy, you need to know your market, understand how to reach them, and implement consistent tactics that speak to your ideal prospects.
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- Member - Free!
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Includes Credits
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.
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- Non-member - Free!
- Member - Free!
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