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Divorce Financial Planning: Spring 2022Includes Multiple Live Events. The next is on 04/05/2022 at 3:00 PM (EDT)
The Tax and Financial Consequences of Selling the Marital HomeIncludes Credits Includes a Live Web Event on 01/18/2022 at 1:00 PM (EST) Recorded On: 10/19/2021
The fact that real estate markets have been appreciating quite dramatically in the past couple of years, and homes that previously would have been sold with no tax consequences will in fact incur tax consequences now. In addition, the rise in Airbnb rentals, which could also affect the gain upon sale of real estate. People have gotten used to assuming that homes can be sold without tax consequences, but that is no longer always the case.
Divorce Financial Planning: Winter 2022Includes Multiple Live Events. The next is on 01/11/2022 at 3:00 PM (EST)
IDFA Town Hall December 2021Includes a Live Web Event on 12/14/2021 at 1:00 PM (EST)
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
Understanding Military Retired Pay in Divorce: Issues related to dividing military retired payIncludes Credits Includes a Live Web Event on 11/16/2021 at 1:00 PM (EST)
As with any retirement plan in divorce, not having a grasp of how to effectively deal with military retired pay in divorce can result in benefits lost for the client or become a liability to you or the attorney retaining you. All too often the method of determing the value of military retired pay, or dividing military retired pay by a court order, is confused with the private sector retirement plans and QDROs. In this webinar you will come away with knowing the difference between the retired pay of full-time active members and Reservist, effects of post-December 2016 court order divsion of retired pay, as well as the impact of disability pay and survivor benefits. Given the lack of understanding, and mis-information on the internet, you can be assured you are receiving the most up-to-date information with regard to military divorces.
Practice Management: What Women Want from Their Financial Professionals: How to Engage with a $24 Trillion Dollar Underserved Market!Includes a Live Web Event on 11/02/2021 at 1:00 PM (EDT) Recorded On: 09/07/2021
The stats are real! 70% of women will leave their financial professional upon the death of her spouse.Women are 51% of the market and are set to come into the largest transference of wealth in history. Yet, Harvard Business Review reported that women ranked the insurance and financial industry as the least sympathetic to women. What can you do to engage this powerful market. Hear why women don't trust financial professionals and learn a 6-step process you can do now to engage with your female customers.
Divorce Financial Planning: Fall 2021Includes Multiple Live Events. The next is on 10/26/2021 at 3:00 PM (EDT)
Cryptoassets and Couples: What to Do When There's a SplitIncludes Credits Recorded On: 10/19/2021
Increasingly, more and more Americans are purchasing cryptocurrencies. Currently, there's a 1 in 5 chance that a spouse will own some amount of crypto. Given this backdrop, it's important for divorce professionals to have a basic understanding of how cryptocurrencies are typically acquired and held by individuals. Also of importance is understanding how crypto is valued, as well as the tax implications of transacting in these digital assets. This presentation will cover these topics and more, so that CDFA professionals can gain a foundational understanding of how to deal with this growing trend; one which they will likely encounter at some point in their divorce practice.
Practice Management: Divorce College and Saving MoneyIncludes Credits Recorded On: 10/05/2021
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.
The ABC's of Different Financial Experts in Divorce - Forensic Accountant, Business Valuator, Collaborate Law Financial Neutral, CDFA and Financial MediatorIncludes Credits Recorded On: 09/21/2021
This presentation will review the different financial expert roles, the differences and overlap, the credentials usually required of each, fee structuring for each which we use and a case study for each role. At the end of this the CDFA will understand not only how other financial experts fit in the divorce expert space, but also different avenues for revenue and study. We will also talk about how CDFA's can work with each type of expert to grow an AUM business.