IDFA Online Learning

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Pre-Conference Workshop – How to Kick Start Your CDFA Practice - Add-on Session

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Overivew

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Please note - this session is not a part of the conference package. If you did not register for this a la carte item, we look forward to having you join us for this afternoon. This extended session will take a deep-dive into developing a successful niche divorce practice on a shoestring budget in record time.  Topics to be covered include:

1. Defining your vision and your target markets
2. Crafting a successful marketing plan and content creation
3. The Nine Areas to Master for a Successful Business and what to tackle first
4. The Client Lifecycle
5. Mastering the Initial Consultation

Speaker

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Nancy Hetrick, CDFA®, MAFF™, AWMA®

Approved for 3.5 hours of

CDFA and CFP Board Credit

Women and Millenials

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Overview

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There are numerous untapped, diverse, profitable market opportunities in Canada. Join Cathy as she shares some strategies and tactics to help you communicate and resonate more effectively and efficiently to help you grow your business in these markets.

Speaker

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Cathy Hiscott

Approved for one (1) hour of

CDFA and CFP Credit

Divorce, Financial Aid & College Funding

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Overview

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This presentation will provide a basic understanding of how federal financial aid is determined. It will clarify who fills out the application, and the criteria considered – focusing on two households. He will suggest strategies to enhance financial aid awards, especially in settlement agreements, and provide options for funding college.

Speaker

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Sandy Voit

Approved for one (1) hour of

CDFA and CFP Credit

Using QDROs to Enhance Your Revenues

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Overview

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The goal of this discussion is to enlighten financial professionals, investment advisors, attorneys how to use QDROs as an additional revenue source, as well as basics of how and when QDROs apply – whether it be to secure a spouse’s share of retirement as an asset, lump-sum alimony, or child support and child support arrearages. All potentially lump-sum distributions for investment purposes with the investment advisors in mind. Secondly, the discussion explains how the CDFA helps advise parties on the best course of action – whether to divide a retirement plan/account by a QDRO or offset a retirement account’s value. Topics covered include business development, understanding QDROs, and QDRO distributions for investment purposes, effectively using QDROs as a powerful tool in child support enforcement, what plans can or cannot be divided by a QDRO or like order, and liability issues. Whether the listeners are interested in preparing QDROs for family law attorneys, dividing retirement accounts in divorce, or simply having a desire to understand which plans allow lump-sum distributions, the QDRO field is wide open for those who want to learn while at the same time enhancing their revenues.

Speaker

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Timothy Voit

Approved for one (1) hour of

CDFA and CFP CE Credit

So, Your Client Needs What Type of Analysis?: An Intensive Client CSE Study Review

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Overview

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Each client engagement for a CDFA™ provides its own unique blueprint and can often raise issues of the first impression. This workshop will be an opportunity for practitioners to participate in an interactive and intensive learning session to develop best practices in identifying and analyzing the nuances of core client analysis tasks such as spousal support, unique assets, and investment/retirement accounts.

Speaker

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Karen D. Sparks, C.D.F.A.®, J.D.

Approved for one (1) hour of

CDFA and CFP Board Credit

Family Law Software: Most Frequently Asked Questions

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Overview

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Review Family Law Software and the various reports available. 

Speaker

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Dan Caine

Approved for one (1) hour of

CDFA and CFP Board Credit