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208 Results

  • Dissecting the Issues That Drive the Analysis

     Product not yet rated Includes a Live Web Event on 09/13/2021 at 9:00 PM (EDT)

    A client hires you as their CDFA. As you begin your analysis, the client fact pattern exposes issues that are going to be more challenging than you originally anticipated and now you are asking yourself the question, “What do I do now?” This pre-conference workshop will be a hands on, interactive case study intensive session designed to help CDFA professionals answer this question and master the divorce finance analysis for their client scenarios.

  • Everything You Need to Start Your CDFA Practice

     Product not yet rated Includes a Live Web Event on 09/10/2021 at 9:00 AM (EDT)

    Topics to be covered include: - Defining your vision and your target markets - Crafting a successful marketing plan and content creation - The Nine Areas to Master for a Successful Business and what to tackle first - The Client Lifecycle - Mastering the Initial Consultation If you’ve had your CDFA® for a while but you aren’t seeing the results you had hoped for, this session is for you. Approved for three (3) hours of CDFA Continuing Education credit. This workshop is NOT included in the conference purchase price and must be purchased separately. All times are EASTERN

  • IDFA 2021 Virtual Conference

     Product not yet rated

    The Institute for Divorce Financial Analysts (IDFA®) is the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena. Attend our 2021 National Conference to learn from industry leaders on how to grow and improve your practice. Come network with CDFA professionals from the US and Canada and share your passion for eliminating unnecessary financial hardships for your divorcing clients.

    • Register
      • Early bird pricing available!
      • Non-member - $245
      • Member - $145
      • Regular Price after 07/01/2021 11:59 PM
      • Non-member - $295
      • Member - $195

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  • Divorce Financial Planning: Fall 2021

     Product not yet rated Includes Multiple Live Events. The next is on 09/07/2021 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.

  • Raising Your Community Visibility and Expanding Your Circle of Influence.

     Product not yet rated Includes Credits Includes a Live Web Event on 07/20/2021 at 1:00 PM (EDT)

    Founded in 1989 by nationally renowned advocates and wealth managers Candace Bahr and Ginita Wall, Second Saturday Divorce Workshops are changing what it means to divorce in America. We offer unbiased financial, emotional, and legal advice from qualified professionals, providing people with the knowledge, support, resources, and trust they need to survive the divorce process and move forward with confidence toward a new life. With Workshops in over 30 states, we’ve moved the topic of divorce from “taboo” to “take charge” through our methodology -- empowering and educating attendees to make the best decision for themselves and their families (which may not be divorce!).

  • Practice Management: Social Media Marketing How to Not Sound Like a Washing Machine Salesperson on LinkedIn

     Product not yet rated Includes a Live Web Event on 07/06/2021 at 1:00 PM (EDT)

    This session was designed for people who want to be perceived as high quality financial advisors on social media. You will learn how to reach target prospects individually using messaging apps without looking like you are selling washing machines. You'll also get a roadmap for how to design content that is not boring jibber jabber but will instead make the audience come back for more!

  • How Reverse Mortgages Can Introduce a Different Financial Solution to Gray Divorce

     Includes Credits Recorded On: 06/15/2021

    Learn how reverse mortgage loans are helping divorcees 60+ to purchase a new home better suited to meet their retirement lifestyle, supplement retirement income, mitigate sequence of return risk and fund care needs. All with flexible repayment options and no monthly payment requirement.

  • Practice Management: Financial Packages to Present to a Client and Their Legal Team

     Recorded On: 06/01/2021

    Bob Vona, CEO of Vesta will walk through how working collaboratively with a Realtor and Mortgage Professional can provide greater clarity to your clients and their legal team. These numbers are essential to helping a client answer the question "Am I going to be okay?"

  • IDFA Town Hall

     Product not yet rated

    Join the Board of Advisors to discuss the results of our recent annual survey and receive updates about IDFA and some marketing tips. This webinar is NOT CE Eligible

  • Uncharted Territory: Biden's Proposed Tax Policy

     Includes Credits Recorded On: 05/19/2021

    President Biden’s proposed tax policy is no longer a matter of if, but of when. Do you know how his tax policy will impact your clients? Are you prepared to provide the right planning recommendations based on the potential changes? Recorded May 18, 2021