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Practice Management: Divorce College and Saving MoneyIncludes Credits Includes a Live Web Event on 10/05/2021 at 1:00 PM (EDT)
Learn about all of the ways to save money on the cost of college, even when clients are in the midst of a divorce. Founder of College Financial Prep and Certified Divorce Coach, Vicki Vollweiler, shares valuable information that will position parents to maximize savings and reduce the need for student loan debt. This is typically a win-win situation for all parties involved! Typically, Vicki's clients save tens of thousands of dollars on the cost of college while some divorced clients have saved hundreds of thousands of dollars! We'll discuss strategy as well as the steps that need to be taken for parents to find the best academic fit for their child while simultaneously reducing costs and saving money.
Dissecting the Issues That Drive the AnalysisIncludes a Live Web Event on 09/13/2021 at 9:00 AM (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.
How to Jump Start Your CDFA PracticeIncludes a Live Web Event on 09/10/2021 at 9:00 AM (EDT)
This extended session will take a deep-dive into developing a successful niche divorce practice on a shoestring budget in record time. Approved for three and one half(3.5) 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 Pre-Conference Sessions
The preconference sessions are “How To Jump Start Your CDFA Practice” by Nancy Hetrick CDFA®, AWMA®, MAFF®. The information packed session will provide you actionable steps to market your practice and see the return on investment you envisioned when you initially got your CDFA designation. The second pre conference session is “Dissecting the Issues that Drive the Analysis” with Karen Sparks, J.D., CDFA®. Join Karen as she leads an extensive case study based on her practice and real life experiences, Take aways include: Tools and processes for client analysis, identifying the key issues and developing the analysis roadmap.
IDFA 2021 Virtual Conference
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.
Divorce Financial Planning: Fall 2021Includes 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.
The LTC ImperativeIncludes Credits Includes a Live Web Event on 08/17/2021 at 1:00 PM (EDT)
Gain core competencies in long-term care services, Medicare, Medicaid, veterans benefits, self-funding, LTC insurance, and many other important concepts
Practice Management: How a Vocational Consultant can Assist You and Your ClientsIncludes Credits Includes a Live Web Event on 08/03/2021 at 1:00 PM (EDT)
Join Mary Vargas as she explains the benefit of using a vocational consultant to more accurately estimate your clients' earning potential and support needs.
Raising Your Community Visibility and Expanding Your Circle of Influence.Includes Credits Recorded On: 07/20/2021
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 LinkedInRecorded On: 07/06/2021
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! Practice Management Webinars do not provide CE Credit.