IDFA Online Learning
Catalog Advanced Search
Outcomes for Dependent Spouses with Alimony and Self-EfficacyRecorded On: 05/23/2017
What effect does alimony have on outcomes for dependent spouses? What is the primary driver of success for dependent spouses after divorce? Examining the history of spousal support in the context of current research, this webinar will explain the origins of spousal support, how it has evolved, and the current sate of outcomes for dependent spouses. Information will be provided to CDFA professionals on how they can use current research to inform their conversations with clients and guide them to a successful future. This webinar will provide suggestions on how support can be more dynamic and how the CDFA professional can model future outcomes for their clients, but also provide information to a supporting spouse and their attorney, which may assist with negotiations.
Divorce Pitfalls When Dividing Variable Annuities
An annuity is a financial product sold by an insurance company that allows money to grow tax-deferred for a period of time. In the future, the individual is then able to elect to receive a stream of future payments over the life of the owner or annuitant. Because of the way annuity contracts are designed, and the complicated tax implications, there are restrictions that you need to be aware of to avoid costly mistakes when trying to divide a variable annuity incident to divorce.
Five Ways to Ensure the Right Financial Settlement for Your Client
Are you equipped to help ensure that a fair settlement is reached? If you are not careful, you could miss vital information about your client's financial situation, leaving you at risk of a potential malpractice lawsuit. How do you ensure that you will be the best advocate for your client?
Mind Mapping Your Way to More Effective Client Relationships
How can a busy advisor shift to this higher service level using a proven system that does not add tremendous amounts of work to their already full plate? The answer is mind mapping.
You, Too, Can Read the Code
“The Code” is not a secret code. Often when planners hear of tax code sections, they have a working knowledge of their content but have rarely read the actual code sections. Instead, we may read an IRS publication or simply do a web search for terms, read others’ commentary, and run with this “knowledge” as authoritative. You are encouraged to crack the Code, meaning open it up and read it for yourself.
How Tenable is Your Pension Valuation?Recorded On: 03/28/2017
Just how tenable is your pension valuation? Join Gerard Zielinski of Divorce Financial Solutions as he discusses when and why a pension valuation is needed in divorce. He will also review the factors and assumptions that affect a pension valuation. Join us as we take a deep dive into these complex issues.
Modeling Cash Flows in Family Law SoftwareRecorded On: 02/21/2017
Dan Caine, President of Family Law Software, gives a practical look at the technical side of a divorce financial analysis practice. This shows you how to use the software to enter, do projections for, and understand cash flows.
Divorce and Retirement: Retirement Plans Don’t Usually Include Divorce
In many divorce situations, the first worry is about the kids. However, if someone is divorcing late in life, their biggest worry may be what happens to them in retirement. Issues such as housing, pensions, healthcare, retirement benefits, and estate plans are, more often than not, fringe concerns when dealing with couples divorcing at other stages of life. These concerns come to the forefront and can become key issues when a divorce occurs late in life.
Deciding to Separate: Help Clients Face Transition with Confidence
Divorce is a major life event that touches all aspects of a person’s well-being. Worries about financial security, where they will live, hanging on to mutual friends, family dynamics, and lifestyle may all be at risk. We'll discuss 10 key tips to help clients transition with confidence.
Help Divorcees Tune out the Noise
As advisors, we all know that fear can permeate financial decisions. Divorcing clients, sometimes never having experienced dealing with family investments before, can be even more susceptible to the negative effects of that fear-inducing media noise. Their worry may be heightened about how to structure or restructure their financial lives or what investment decisions to make. Our job as trusted advisors is to guide our clients, help them understand their divorce options, and assist them as they make steady progress toward achieving their new financial life. Part of that job is to help them tune out the noise.