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Financial Advice for People with Disabilities and Their FamiliesRecorded On: 05/29/2018
Financial and estate planning become complicated when there is a child with a disability, and is further complicated by divorce. Join IDFA and Toronto-based Financial Advisor Ron Malis for an informative webinar to discuss the issues and strategies when dealing with a divorcing client who has a child with a disability.
Optimizing College Financial Aid in a DivorceRecorded On: 05/15/2018
Don't miss IDFA National Conference speaker Sandy Voit as he provides a quick and basic understanding of how federal financial aid is determined with the criteria that impacts two household families, taking into account the 2018 Tax Reform Act. Sandy will also provide strategies to enhance financial aid awards--both by structuring settlement agreements, as well as through greater knowledge of how the system works.
A View from the Bench: A Judge's Perspective Can Help You Better Serve Your Clients
CDFA professionals play many valuable roles in the domestic cases. What follows is a judge’s eye view of ways you can best help your clients get through this difficult process.
Dealing with High-Conflict Personalities: How Financial Neutrals Can Disarm Blamers and Reach Resolution
High-Conflict Personalities (or HCPs) are defined by the High Conflict Institute and Bill Eddy as “people that pick a Target of Blame and assault that person verbally, physically, financially, etc. High-Conflict People promote high-conflict divorces, lawsuits, and complaints against co-workers, neighbors, friends and family. They sue professionals, gather negative advocates, and cost employers lots of time and money. High-Conflict People convince everyone that it’s all your fault!” If you’re not ready for these people when they show up in your office, it’s highly likely that not only will the case not settle, but the HCP will ultimately blame you for the outcome.
Divorce and the Volatile Stock Market: How to Mitigate Risk in Uncertain Financial Times
Stock market volatility can make the most seasoned professional uneasy. But what about a person whose entire nest egg has been dropped in their lap due to a divorce? Often, they have very little understanding of their financial picture, and making sense of it during stock market fluctuations is a challenge.
My Vision is My Passion: How My CDFA® Story Guides My Vision for the Future of the Designation
Having a vision for an organization is the essence of leadership, as it provides direction and a sense of purpose that helps the individuals involved focus on what is important for future success.
How to Manage the Negative Emotions of Divorcing ClientsRecorded On: 02/27/2018
This engaging webinar brought to you by IDFA and Karen Goslin, Registered Clinical Social Worker and Psychotherapist, will provide you with solutions for managing your divorcing clients' negative emotions, including: what your divorcing clients are dealing with as they enter your office and why; how to overcome the common obstacles faced by this population; and invaluable strategies and resources to implement in your practice.
Learn the 4 Common Uses of Reverse Mortgages by Financial Advisors and How They May Help Divorcing SeniorsRecorded On: 02/20/2018
Home equity is a significant asset for many retirees and one that is increasingly being considered proactively in retirement planning strategies. Join IDFA and Tom Dickson, a former RIA and leading educator to financial advisors, as he covers the four common uses of reverse mortgages by financial planners; provides insights on the most popular reverse mortgage (the HECM) that is backed by the federal government; and delivers advice on how to model reverse mortgages in MoneyGuidePro or any other financial planning program (e.g., eMoney, Naviplan, etc.).
Manage Wealth, Not Just Money: 5 Tips to Help Clients Plan Their Future
As financial professionals it is our responsibility to help clients take control of their financial future by giving them a holistic view of their wealth—how much money they have, where it’s going and how to make it. The first step in that process is to help them understand how much income they need to sustain their lifestyle. The second is to help them understand how long they’ll need to sustain that level of income. And the third is to help them get a handle on what rate of return they’ll need to generate in order to do that.
Dealing with the Fragile Client: Tips for Navigating Through Fear to Success
As professionals who practice in the divorce arena, encountering clients who are distraught and emotionally fragile comes with the territory. Although our training and expertise may be in finance, law or another area, we must understand our clients’ mental state in order to effectively and compassionately serve them.