Marketing Your CDFA Practice

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How do you start to market your divorce planning practice? We’ve curated the most useful, practical strategies help you to create a thriving, profitable, and highly satisfying new business. From marketing ideas, to practice management tips, our Marketing Guide has it all.

Marketing Your CDFA Practice: Canadian Edition

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How do you start to market your divorce planning practice? We’ve curated the most useful, practical strategies help you to create a thriving, profitable, and highly satisfying new business. From marketing ideas, to practice management tips, our Marketing Guide has it all.

The Matrimonial Home: Helping Divorcing Clients Explore Their Options

Includes Credits Recorded On: 07/23/2019

During this webinar, Wanda will discuss the different options available to divorcing clients regarding decisions on the matrimonial home, the processes involved in utilizing any of these options and the drawbacks and benefits of each option.

Pension Valuations and the Audit Trail within Family Law Software

Includes Credits Recorded On: 07/16/2019

During this session, Daniel Caine will discuss defined benefit pension valuations and the coverture calculation within Family Law Software.

Criminal Divorce

Includes Credits Recorded On: 06/18/2019

In this session, we will dig deep into how to recognize criminal behavior. We will discuss the warning signs, red flags and distress signals being sent by clients that indicate extra scrutiny may be needed to determine any extent of criminality. Lastly, Peggy will share her experiences with criminal divorces and their outcomes.

Reverse Mortgage Solutions for Housing and Settlement During Silver Divorce

Includes Credits Recorded On: 05/21/2019

When analyzing housing wealth as a divorce asset, a reverse mortgage may be a vehicle to provide secure housing for one or both parties or a source for settlement options for homeowners age 62 or older.

Human Capital and Divorce: Understanding the Risks

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Why do we need personal capital? Because the ability to work or generate human capital is finite. At some point in the future, you will either want to stop working (retire), or be unable to work due to age, health, job elimination or other reasons.

Lifestyle Analysis in Your Divorce Practice

This article will discuss the role of lifestyle analysis in divorce and review some of the basics, best practices, and key issues to consider when offering lifestyle analysis services.

Risky Business: Risk Tolerance and Financial Decisions in Divorce

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High-stakes risks in the exit process of divorce affect income longevity and net worth for life after divorce. Each ex-spouse must navigate a new financial position and separate risk after settlement, making the divorce exit process an important time to examine financial decisions and individual risk tolerance.

Virtual Reality: Handling Digital Assets in Divorce

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Technology is changing how assets in a divorce are listed, valued, and divided. Today, digital assets more often than not make up a portion of a couple’s net worth. And for some couples, these assets represent an amount that can no longer be disregarded.