2022 IDFA National Conference Series

2022 IDFA National Conference Series

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  • Registration Closed

Join IDFA and our speakers as we investigate issues that are at the forefront of divorce financial planning.  Our Practice management day will address topics such as marketing your practice, best practices for CDFA's, reports from our Large Firm Working Group, new products to help you organize and expand your practice, and more.   Our Alternative Dispute Resolution Day will provide sessions on mediation, collaborative practice, and the roles of a financial neutral.  Our Advanced Case Study Day will do an extensive look at a single case that includes property tracing, a small business owner, and creative solutions through reverse mortgages.  Our final day will include Hot Topics such as appearing as an expert witness, cryptocurrency, and lifestyle analytics.  Please Note: The conference bonus sessions are not part of this package and are available at an additional fee.  

Applied for 16.5 hours of CDFA CE credit.

  • Recorded On: 09/15/2022

    Welcome to the 2022 Virtual Conference Series. Join Carol Lee Roberts and Nancy Hetrick as we explore a wide variety of topics that will inform and enhance your CDFA practice.

  • Includes Credits Recorded On: 09/15/2022

    This session will cover some of the basic branding and marketing necessary to effectively get the word out about your new niche.

  • Includes Credits Recorded On: 09/15/2022

    A panel discussion including representatives from many large broker/dealer firms.

  • Product not yet rated Includes Credits Recorded On: 09/15/2022

    Learn how to protect both you and your clients' important data and information.

  • Product not yet rated Includes Credits Recorded On: 09/15/2022

    Family Law Software is an indispensable tool in the CDFA toolbox. Using Family Law Software, you can create detailed after-tax cash flow projections, to help the parties plan their financial future, and you can help the parties divide the assets on a pre-tax and after-tax basis.

  • Product not yet rated Recorded On: 09/22/2022

    Introduction of day two sessions and important housekeeping information regarding CE credit.

  • Product not yet rated Includes Credits Recorded On: 09/22/2022

    Learn how professionals with the CDFA designation understand and participate in Collaborative Practice using Dispute Resolutions for Couples looking to transform their marriage in a respectful and healthy way.

  • Includes Credits Recorded On: 09/22/2022

    The intersection of mediation and CDFA work provides an opportunity for financial professionals to work closely with their clients to find mutual agreements outside of the litigation system. Often as CDFAs, we work with an individual to help them through their divorce, but the financial neutral role gives you a unique opportunity to help a couple find solutions that will benefit them individually and as a family unit. This panel of mediators and CDFAs will discuss the different roles of the financial neutral in divorce, how CDFAs can work collaboratively with mediators, as well as real world examples of successful... and not so successful... integrations between mediation and financial neutrals. Come join us to better understand the financial neutral role and how you can integrate it into your practice today.

  • Includes Credits Recorded On: 09/22/2022

    Join Ivy Menchel in learning how professionals in lending, transition planning and divorce coaching can increase your efficacy as a CDFA professional.

  • Recorded On: 09/29/2022

    Today we will be using a single case study to weave through various concerns including small business ownership, creative housing solutions and separate property tracing.