IDFA Online Learning
2023 IDFA National Conference Day Pass - September 19
- Registration Closed
This package grants access to the September 19 sessions for the 2023 IDFA National Conference.
- Collaborative Practice
- Challenges In Divorce with a Child with Special Needs
- Savvy Social Security Planning
- Landmines to Avoid In Military Divorce
- Medicare - The Elephant in The Room of Retirement and Divorce
- Case Study: A View from The Trenches
- Life Insurance and Annuity Division in Divorce
- Marketing Best Practices
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Includes Credits Recorded On: 09/19/2023
Back by popular demand - join Karen Sparks as she reviews the types of reports, challenges and solutions she has found in her practice.
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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.
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Includes Credits Recorded On: 09/19/2023
Join our expert, Tim Voit to discuss the issues involved in drafting QDROS. Learn how to handle complex issues and be able to draft QDROs, quantify damages from QDRO errors, and maximize the value of your QDRO knowledge in the divorce niche.
