IDFA Online Learning
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163 Results
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How to Prepare a Successful Analysis
Includes Credits Recorded On: 05/07/2019What makes an analysis successful? A successful analysis brings clarity and peace of mind and eventually allows the client to move forward. An analysis must also be easy for anyone to understand no matter their level of financial prowess.
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Understanding Business Valuations
Includes Credits Recorded On: 05/07/2019Business appraisal reports can appear many times to be complex, full of details and difficult to truly understand but it is the purpose of this presentation to provide clarity to the valuation process and the outcomes.
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Industry Trends Shaping Financial Advice in Canada
Includes Credits Recorded On: 05/07/2019In this session, we look at how broad industry trends are reshaping the future of financial advice, and how the convergence of a new wealth management landscape is impacting the advice relationship.
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How to Convert Prospects to Clients
Includes Credits Recorded On: 05/07/2019Ben and Alyssa discuss common sales mistakes to avoid, initial consultation meeting structures that work, and sales tips that are effective with today’s clients.
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The Silver Tsunami: How CDFA Professionals Can Help
Includes Credits Recorded On: 05/07/2019Moving beyond the numbers, we will look at trends and unique opportunities to involve other professionals who can help grey divorce clients in a total needs approach.
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Personal Finances and Matrimonial Standard of Living
Includes Credits Recorded On: 05/07/2019What is the Marital Standard of Living (MSOL) and how is it being calculated? The MSOL is one piece that is being considered to determine permanent spousal support.
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How to Provide Expert Testimony
Includes Credits Recorded On: 05/07/2019In this session, we will cover critical decision points, tactical preparation, effective delivery, and real-life experiences. Gain insight into attorneys’ strategies, potential pitfalls, key success factors.
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Financial Considerations for Divorcing Parents of Children with Disabilities
Includes Credits Recorded On: 05/07/2019This session will discuss the key issues and strategies to consider when your client is in the process of separation and divorce and has a child with a disability.
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Criminal Divorces
Includes Credits Recorded On: 05/07/2019Divorce can be especially difficult when one of the partners may have or is continuing to pursue criminal acts. In this conference session, we will dig deep into how to recognize criminal behavior.
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How Does a Reverse Mortgage Impact a Divorce and Other Advanced Planning Strategies
Includes Credits Recorded On: 05/07/2019In this session, we will model three case studies in financial planning software to determine the impact on cash flow, probabilities of success, and legacy values.