
IDFA Online Learning
2020 IDFA Virtual Conference, Wednesday, October 7th: Day Pass
- Registration Closed
2020 IDFA Conference Day Pass
Sessions include:
Executive Compensation: The Ultimate CDFA Guide
The Last Puzzle Piece: Divorce, Medicaid and Long Term Care Planning
Attorney-CDFA Relationships: Case Studies on Teamwork
How to Practice as A CDFA in the Wirehouse World
What is Collaborative Practice and how ca a CDFA be part of the process
Approved for 3 hours of CDFA and CFP Board Continuing Education Credit.
-
Executive Compensation: The Ultimate CDFA Guide
Includes Credits Recorded On: 10/07/2020Would you like to gain an in-depth understanding of exactly how to handle the most common executive compensation awards in a divorce situations?
-
The Last Puzzle Piece: Divorce, Medicaid and Long-Term Planning
Includes Credits Recorded On: 10/07/2020Find out which tools your client needs to make a plan and keep a plan in place.
-
Attorney - CDFA Relationships: Case Studies on Teamwork
Includes CreditsJoin Mark Pendergast to explore the importance of following through after the divorce.
-
How to Practice as a CDFA in a Wirehouse World
Includes CreditsJoin our panel as they discuss practicing as a CDFA at various firms, including Merrill Lynch, Wells Fargo and Morgan Stanley.
-
What is Collaborative Practice and How Can A CDFA be Part of the Process?
Includes Credits Recorded On: 10/07/2020Join us in learning about this powerful process and how it can help you find passion in helping families ging through divorce.