IDFA Online Learning
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344 Results
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Includes Multiple Live Events. The next is on 09/02/2025 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.
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- Non-member - $1,875
- Member - $1,875
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Includes Multiple Live Events. The next is on 04/08/2025 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.
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- Non-member - $1,875
- Member - $1,875
- More Information
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Includes Multiple Live Events. The next is on 01/07/2025 at 3:00 PM (EST)
Through a blend of virtual synchronous and asynchronous collaboration, we’ll explore a broad range of topics on the financial issues of divorce.
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- Non-member - $1,875
- Member - $1,875
- More Information
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Includes Credits Includes a Live Web Event on 10/15/2024 at 1:00 PM (EDT)
Learn the aspects of divorce when a business is involved.l
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- Non-member - Free!
- Member - Free!
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Includes Multiple Live Events. The next is on 09/03/2024 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.
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Register
- Non-member - $1,875
- Member - $1,875
- More Information
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Includes Credits Includes a Live Web Event on 08/20/2024 at 1:00 PM (EDT)
1. Overview of Peak 65 and Divorce Demographics 2. How the Home Equity Conversion Mortgage (HECM) Has Changed a. Consumer Safeguards and the 4 “Nevers” b. FHA Borrower Counseling c. Underwriting that Ensures Sustainable Solutions d. New Protections for Younger Spouses 3. What Happens at Loan’s End? 4. The Distribution Options a. Lump Sum “Buy-Out the Other Side” b. Tenure Payment “Mom Can Stay in the House Due to Improved Cash Flow” c. Line of Credit “Supporting Future Needs, ex. LTC, After Portfolio Has Been Split” d. Lifestyle Home Loan “Like Paying Cash for New Home with No Payments” 5. Case Studies in Gray Divorce 6. Conclusion
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- Non-member - Free!
- Member - Free!
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Includes a Live Web Event on 08/06/2024 at 1:00 PM (EDT)
Discover how to serve a new generation of consumers efficiently and profitably by defining your ideal client and specializing in serving their needs. If you were diagnosed with a rare disease, would you go to the general practitioner in town? Or would you find a doctor that specializes in cases like yours? The next generation of clients are seeking advisors who offer specialized services that reflect their unique needs, and delivering deep value takes a targeted approach.
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- Non-member - Free!
- Member - Free!
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IDFA's quarterly journal: Third Quarter 2024
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- Non-member - $5.95
- Member - Free!
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IDFA's complete Divorce Financial Analyst Journal for 2024
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- Non-member - $19.95
- Member - Free!
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Includes Credits Recorded On: 07/16/2024
Join Adam Holt and CDFA certified financial professionals as they run a case study communicating the before, during and after complexities of divorce and how it impacts their financial life. Accelerate the conversation using visuals to give your client peace of mind, regardless of their past involvement in joint financial decisions.
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- Non-member - Free!
- Member - Free!
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