
IDFA Online Learning
2023 IDFA National Conference Recordings
-
Register
- Non-member - $200
- Member - $175
This package offers the recordings from the 2023 IDFA National Conference from September 18 - 20, 2023.
-
Includes Credits Recorded On: 09/20/2023
This session offers a new view and a new approach to guiding clients through their four stages of divorce transitions. How to help them pause, get a broad balcony view of their circumstances and choices, and find their more graceful and clear-thinking selves.
-
Includes Credits Recorded On: 09/20/2023
The goal of this program is to position the application of the CFP Board's Code of Ethics and Standards of Conduct as the foundation for ethical financial planning.
-
Recorded On: 09/19/2023
Our experienced panel of current CDFA professionals will share marketing best practices that have helped them to sucessfully grow their practices.
-
Includes Credits Recorded On: 09/19/2023
Explore creative ways to use life insurance and annuities to guarantee income after divorce. Learn how policies can and cannot be divided.
-
Includes Credits Recorded On: 09/19/2023
We will use two fictional case studies to explore how to use Family Law Software to help your clients effectively plan for the financial aspects of their divorce.
-
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.
-
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.
-
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.
-
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.
-
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.