Divorce Financial Planning: Fall 2020

Product not yet rated Includes Multiple Live Events. The next is on 09/15/2020 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.

Divorce Between Business Owners

Product not yet rated Includes Credits Includes a Live Web Event on 07/14/2020 at 5:00 PM (EDT)

Divorce 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.

How a Divorce Can Impact Disability Risk

Product not yet rated Includes Credits Includes a Live Web Event on 06/16/2020 at 1:00 PM (EDT)

This webinar is designed to empower financial advisors to have a conversation with clients around the risks associated with becoming disabled.

Working as a Team: Family Mediators and CDFA Professionals

Product not yet rated Includes Credits

The CDFA professional plays an integral role in the mediation process working closing with the mediator and the separating couple before, during, and after mediation.

Retirement Plans and QDROs: How to Make Your Practice More Valuable in Marital Dissolution Cases

Includes Credits

Learn the importance of effectively drafting QDRO's, advising attorneys on the division of retirement plans and accounts, and providing expert testimony. Avoid pitfalls such as thinking only attorneys can draft a QDRO or trying to divide an IRA with a QDRO.

2020 Q2 Divorce Financial Analyst Journal

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The second quarter 2020 issue of the Divorce Financial Analyst Journal.

Divorce in the Time of Corona: From the Front Lines

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Explore the opportunity advisors now have to showcase a different side of the CDFA profession and its facility at adapting to change and managing the human experience of divorce clients in the midst of processing two life-changing events.

Coronavirus, The CARES Act and Divorcing Clients

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A review of the unique considerations the CARES Act provides for divorcing clients.

Six Ways the Coronavirus Can Infect Your Divorce And Simple Steps to Protect Yourself

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Here are six areas you need to re-assess with clients going through a divorce, along with actions to prepare and protect them.

When Estate Planning Meets Divorce (No, it's not a new dating app!)

Includes Credits Recorded On: 04/21/2020

The presentation will focus on the intersection of estate planning and divorce, with the goal of helping attendees understand how they are uniquely situated to help their clients achieve more sound planning and divorce outcomes.