2023 IDFA National Conference

4.54 (13 votes)

  • Registration Closed

Join us for our annual event featuring a broad range of topics beneficial for new CDFA professionals and those that have been practicing for more than ten years.   September 18 -20 Fairmont Hotel, Dallas, TX. Full schedule in handouts.

Register for the pre and post-conference sessions here for additional CE credit!

Please note that the conference is live and in-person in Dallas, TX. All schedules shown in the conference agenda are in central standard, and you may access the agenda document via the "handouts" tab of your conference package registration. Please contact the Fairmont Dallas at 214-720-5315 to book a stay for the conference.

Cancellation Policy: Cancellations received up to one month before the conference are refundable, minus a $100 registration service charge. After that, cancellations are subject to the entire fee, which you may apply toward a future conference or workshop. Please note: if you don’t cancel and don’t attend, you are still responsible for payment. Substitutions may be made at any time.

For more information regarding refund, complaint, and/or program cancellation policies, please contact our office at 1-800-875-1760.

  • Which Professionals should you have on your team?
    Includes Credits Recorded On: 09/18/2023

    What professionals should be on your team to assist your clients? Join a Business Appraisal Expert, Forsensic Accountant, Divorce Coach and Divorce Lending Professional to see how these experts can help you to identify and create solutions for your clients

  • Don’t Let Silver Divorce Ruin Your Retirement
    Includes Credits Recorded On: 09/18/2023

    Retirement Mortgages in a Silver Divorce Transaction Retirement mortgage options Spousal buyout HECM Refinance (remaining spouse) HECM for Purchase (departing spouse) Selling the marital asset HECM for Purchase (both spouses) The end game Comparable home with no payment Reduce the need to tap retirement savings Reduced tax liability.

  • The Good, Bad and Ugly of Expert Testimony
    Includes Credits

    In this presentation, we will discuss the nuances of preparing for and testifying at trial as an Expert Witness.

  • Collaborative Practice
    Includes Credits Recorded On: 09/19/2023

    Collaborative divorce provides a alternative to traditional litigation and is growing in popularity throughout the US. Learn from our experts how and why you might want to join a collaborative practice group.

  • Challenges In Divorce with a Child with Special Needs: Breakout Session 1
    Includes Credits Recorded On: 09/19/2023

    This session highlights challenges families must navigate during a divorce when the parties have a child with special needs.

  • Savvy Social Security Planning: Breakout Session 1
    Includes Credits Recorded On: 09/19/2023

    This course will cover the following: - Social Security Rules and Strategies for Marriage, Divorce, Widowhood and Remarriage. - How much Social Security you stand to receive over your lifetime. - How decisions you make in your 60s can determine your income in your 80s - How to take advantage of divorced-spouse retirement and survivor benefits. - What you need to do to get divorced-spouse benefits. - What you must consider before remarrying.

  • Landmines to Avoid In Military Divorce: Breakout Session 1
    Includes Credits Recorded On: 09/19/2023

    There are some nuances in Military Divorce that could really blow things up either now or later if you and your client(s) aren't aware of them. Attend this jam-packed session to learn about a few.

  • Best Practices in Gray Divorce: Breakout Session 1
    Includes Credits Recorded On: 09/19/2023

    Andrew Hatherley (CDFA), host of The Gray Divorce Podcast, leads a panel discussion on Gray Divorce. Panelists will discuss the special circumstances facing middle-aged and senior divorcees both economically and socially and highlight areas in which CDFAs can add value in working with older divorcing clients.

  • Landmines to Avoid In Military Divorce: Breakout Session 2
    Includes Credits Recorded On: 09/19/2023

    There are some nuances in Military Divorce that could really blow things up either now or later if you and your client(s) aren't aware of them. Attend this jam-packed session to learn about a few.

  • Medicare - The Elephant in The Room of Retirement and Divorce: Breakout Session 1
    Includes Credits Recorded On: 09/19/2023

    Financial advisors today are trying very hard to ignore the elephant in the room, but, sorry to say, it's not going away... The elephant we're referring to is Medicare. As scary as Medicare is for your clients, it can be even scarier for you, their financial advisor. It's time to confront the elephant in the room. Don't worry! You don't have to become a Medicare expert or sell insurance to provide guidance to your clients. You'll learn exactly how and why to help in this powerful session.