IDFA Online Learning
Catalog Advanced Search
Real Estate and Divorce: Get Expert Help to Resolve Housing Issues
Experience has taught us that a couple or family going through a divorce is undoubtedly experiencing a high level of stress—no matter what side of the divorce they are on. Emotions run high and funds run low, and many clients are not aware of the options available to them when it comes to dealing with their real property. Because of this, it is critical that we surround our clients with a team of divorce experts; this will cushion the blow and make the transition from married to unmarried as seamless as possible.
How to Get More Prospects To Say “Yes”1 credit offered Recorded On: 01/22/2019
As service-based professionals, you have the power to deeply impact and influence the lives of your clients. How rewarding would it be to serve more clients who are willing and ready to engage in your services? Sylvia Garibaldi, Founder of SG and Associates, discusses best practices on how to get more prospects to become clients.
Maximizing the Role of the Financial Neutral in Collaborative DivorceRecorded On: 01/15/2019
The financial neutral role in Collaborative Divorce Cases can present challenges that you may not have faced in your other cases. This webinar will explore why to use a financial neutral, what our role is and how we can help to optimize settlements, and how the team can help support us for the most positive client outcomes.
The Role of the CDFA® in the Collaborative Law ProcessRecorded On: 10/16/2018
With over a dozen successful cases as a Financial Neutral, Diane Pappas offers her best practices, from how to get involved with a collaborative group to what to do as a neutral and more importantly, what not to do.
Selling Points: 5 Ways to Create More Business from Your Website
Let’s cut to the quick: If your clients can’t easily find you online, then they are probably choosing someone else. For example, if Susan is googling “CDFA (your city)” and your site doesn’t “pop up” on the first page of the search, she will choose a business that is not yours. The good news is that it is not time-consuming or expensive to obtain great results for your business from your website. It simply takes a good foundation and making regular small professional content updates.
Alimony Then and Now: Adjusting to the Tax Changes for 2019
Any divorce or separation instrument executed after December 31, 2018 will be treated very differently from a tax perspective than it would have been if it were finalized on or before that date. The main difference is that alimony will no longer be tax deductible to the payor and will no longer be included as income for the person receiving the payments. This change will make after-divorce cash flow planning even more important.
Women in Transition: Finding Meaning After Divorce
In this article, we’ll review some of the more common ways divorce transition assistance is done in the CDFA world—the money side of the equation—but also on the human side. We’ll discuss how we can add value by focusing on helping our clients find meaning in their lives; a sense of purpose that will drive them forward, supported by the financial foundations we have helped them lay.
Quick-Start Guide to Divorce Financial Analysis: Canadian Edition
We’ve curated the most useful, practical resources in the divorce financial analysis industry to help professionals in their practice. From specific forms used in divorce proceedings, to a detailed list of networking groups, our Quick-Start Guide has it all.
A Look at the Niche: CDFA State of the Profession: 2018
Review and download the results from the annual CDFA State of the Profession Survey.
Strategy for Converting a CDFA® Prospect to a CDFA® ClientRecorded On: 08/21/2018
If you are a newer CDFA and looking for a solid process to help you develop your divorce niche, this webinar discusses ideas and strategies designed to streamline your initial contact with a prospective client to spur them into taking action. Some of the items covered will include: handling the initial conversation; screening questions; process for your first meeting; and follow-up procedures.