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176 Results

  • Panel: How to Practice as a CDFA Professional

    Product not yet rated Includes Credits Recorded On: 05/06/2019

    Industry experts discuss best practices for your CDFA practice. The panel: Faisal Karmali, Sandi Gumeson, Diane Pappas, Donna Cheswick, Ben Feldmeyer, and Carol Lee Roberts.

  • How the Divorce Act Amendments Affect Your Clients

    Recorded On: 04/30/2019

    The amendments to the federal Divorce Act are expected to be passed soon, making divorce less of a battle zone; especially for parents. During this webinar, Marlene will discuss these amendments in more detail and link how these amendments will relate to financial professionals working with divorcing clients.

  • Lifestyle Analysis

    Recorded On: 04/16/2019

    During this session, Justin Reckers will walk you through the theory, practical application and actual preparation of a Lifestyle Analysis in Matrimonial Dissolution matters. Sometimes called Marital Standard of Living Analysis, the concept of Lifestyle Analytics can be used in support of alimony and child support cases as well as characterization of assets between marital and separate property and finally uncovering hidden assets.

  • Why Do Smart People Do Dumb Things with Their Money?

    Recorded On: 03/19/2019

    The single biggest factor in portfolio growth is NOT asset allocation, investment selection or market timing. The single biggest factor is the saving and investing behavior of your clients. This program will help you and your clients significantly improve their financial decision-making and investing behavior, especially under pressure.

  • Creating Assets Using Premium Finance and Existing Expenses

    Recorded On: 02/19/2019

    For clients going through a divorce, a holistic approach to a client’s financial plan and life insurance should be a core focus; specifically, premium financed life insurance. Through a series of case studies and examples, David will explore real, tangible benefits for clients who may not be in a cash position to pay large annual premiums for permanent life insurance policies.

  • Divorce is a Human Experience

    Nobody ever said divorce was pretty. But experts’ estimates that nearly 50% of American marriages end in divorce indicates that the experience certainly is human. And when two people, once joined by marriage, head off in new directions, each of them will encounter change and uncertainty, a possible intermingling or rotation of anxiety and excitement, and, of course, big financial shifts.

  • Financial Modeling 101

    Who gets what? A better question is “who needs what?” Until you know the needs of your client(s), it’s impossible to answer. This article is intended to lay out the general approach for deciding “Who gets what based on who needs what?”

  • Bridging the Gap: Maximizing the Role of the Financial Neutral

    Product not yet rated

    Times are changing. More and more couples are choosing to avoid the litigation system to negotiate their divorce settlements, and even those with lawyers settle out of court 90% of the time. The demand for mediation and Collaborative Divorce has risen steadily in recent years and the need for financial expertise has never been more critical.

  • Let's Make a Deal: A Five-Step Guide to Preparing Clients to Negotiate

    Product not yet rated

    During divorce, people typically aren’t functioning at their best. In the middle of the heartache and upheaval, they need to negotiate the division of their assets and restructure their finances. For many people, that is a daunting challenge. If you are the first professional advisor on the scene, here are five ideas to help you prepare your clients for that challenge.

  • Affording Divorce: Why Divorce Can Be Expensive and Complicated For the Wealthy

    Product not yet rated

    While divorce isn’t easy for anyone, it can be particularly complex for wealthy families. Dividing more assets means couples face more legal complexities, and sometimes more heartaches. Ownership of family businesses, multiple properties and offshore assets (and the more frequent presence of marriage contracts) means lawyers and financial professionals will have more paperwork to comb through to ensure that all parties—including future heirs—are treated fairly.