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Includes a Live Web Event on 09/05/2023 at 1:00 PM (EDT)
This session will highlight what is new in Family Law Software, and it will also showcase some of the more powerful features of the software. Our goal is to enable you to incorporate these features into your practice, and thereby increase your effectiveness with clients and attorneys.
Includes a Live Web Event on 08/01/2023 at 1:00 PM (EDT)
Nicole loves and believes marketing is the core of your business and your growth. If you want to grow your business and your revenue, you will not want to miss this session.
Includes Credits Includes a Live Web Event on 07/18/2023 at 1:00 PM (EDT)
Going through a divorce is not easy. The process is wrought with emotion during a time when important decisions need to be made. Oftentimes, those going through divorce get tied up in the grieving process and fail to make good decisions regarding their finances and credit. During this webinar, Jeanne will discuss what to look out for and what steps to take to protect your client's credit health, including:
Includes Credits Includes a Live Web Event on 06/20/2023 at 1:00 PM (EDT)
In this session, Gordon Stein offers some fresh thinking on how to help your divorced clients free up more cashflow with minimal effort and minimal sacrifice.
Practice Management: Revolutionizing Communication - What Every CDFA Needs to know about ChatGPT and AI
Navigating the Impact of AI-powered Chatbots on your practice
Includes a Live Web Event on 05/02/2023 at 1:00 PM (EDT)
Have you called family law attorneys that never return your calls? Been screened out by the receptionist? Or worse yet, been told, "we have someone in our office that does all that"? I'll share the insider secrets of how I build positive, lasting relationships with Family Law Attorneys that are a continuing source of referrals!
Includes Credits Includes a Live Web Event on 04/18/2023 at 1:00 PM (EDT)
Learn the basics and some details of stock options, restricted stock, phantom stock, deferred compensation and more.
Includes Multiple Live Events. The next is on 04/04/2023 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.
- Non-member - $1,825
- Member - $1,825
- More Information
Practice Management: Knudge - Automate your follow up and help your clients take action to reach their financial goals
Knudge saves advisors time and helps them provide a higher level of service by automating the follow up process and increasing the likelihood of your advice actually getting implemented.
Includes Credits Recorded On: 03/21/2023
This webinar will cover business valuation in divorce including general valuation concepts, documents to review, valuation app roaches, goodwill, common discounts and conclusion of value versus a calculation of value report.