2024 IDFA National Conference Day Pass - May 7

2024 IDFA National Conference Day Pass - May 7

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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. 

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 or email us at support@institutedfa.com.

This package grants access to the May 7 sessions for the 2024 IDFA National Conference. Register for the pre and post-conference sessions here for additional CE credit!

  • DeRisking the Mortgage - The Smarter Way to Mediate Divorce Real Estate
  • Breakout Session: Complex Issues in Divorce - Using Family Law Software to Simplify the Complicated, with Nancy Chausow Shafer
  • Breakout Session: Division of Military Retired Pay, with Gerard G. Zielinski, CDFA
  • Breakout Session: Empowering Financial Abuse Survivors - The Critical Role of CDFAs, with Leah Hadley, AFC®️, CDFA®️, MAFF®️
  • Breakout Session: Zero to $1 Million in 60 Minutes - How to Help Your Divorced Clients Free Up Cashflow and Rebuild Lost Wealth with Minimal Effort and Minimal Sacrifice, with Gordon Stein, BESc, MBA, CSC, CFEI
  • Breakout Session:  Marketing to Attorneys (COI), with Nancy Hetrick, CDFA®, AWMA®, MAFF®
  • Executive Compensation - The Ultimate CDFA Guide, with Nancy Hetrick, CDFA®, AWMA®, MAFF®
  • CyberSecurity - Awareness is the Missing Link, with Tom Carpenter, CASP+, CWNE, CWISE
  • Breakout Session: Business Valuation in Divorce Cases, with Denise French, CVA, MAFF, CDFA, CRPC, Mediator
  • Breakout Session: The Tsusami of Malpractice - A look at QDRO Preparation, with Tim Voit, Certified QDRO Specialist, Certified QDRO Analyst
  • How to Use Social Media Without Sounding Like Spamming Scumbag, with Sara Grillo, CFA

Please note that the conference is live and in-person in Nashville, Tennessee. All schedules shown in the conference agenda are in central standard.

Book your hotel room before April 22nd for a discounted rate!

VIEW THE CONFERENCE AGENDA HERE

  • Product not yet rated Includes Credits Includes a Live In-Person Event on 05/07/2024 at 9:00 AM (EDT)

    With higher interest rates and lower housing inventory, keeping the house is currently more likely and even more dangerous during divorce mediation. This session will confirm divorce mortgage strategies to prevent legal, financial, and tax problems negotiating mortgage obligations and alimony. And features a deep dive concerning mortgage-related property settlement clause analysis with multi-state litigated case results.

  • Product not yet rated Includes Credits Includes a Live In-Person Event on 05/07/2024 at 10:15 AM (EDT)

    Learning Objectives: - Identifying Complex divorce issues (property division of illiquid and deferred assets, taxation impacts) and the questions to be resolved to make these complex - Learning the methods and process of data entry into Family Law Software to correctly quantify and provide answers to these complex issues - Learning to use the new tools in Family Law Software to help clarify and simplify the answers to these complex questions

  • Product not yet rated Includes Credits Includes a Live In-Person Event on 05/07/2024 at 10:15 AM (EDT)

    Learning Objectives: - How to determine Disposable (Divisible) Retired Pay - How to address the division of disposable retired pay and the Survivor Benefit Plan in the court orders - How VA or disability benefits may affect the divisible portion of retired pay

  • Product not yet rated Includes Credits Includes a Live In-Person Event on 05/07/2024 at 10:15 AM (EDT)

    Join legal expert Joe Roosevans, MBA, CFP, CDFA, RICP, AEP, CLU, CLF, CAPP, CHFE, CTFA, CASL, WMCP, to unravel the pitfalls and common mistakes of dismantling Trusts and Wills during the Divorce Process. This is genuinely a minefield that is easy to step on. What to avoid, and uncover the traps and safeguards that CDFAs must know. This eye-opening and essential source of critical information should be a fountain of opportunity for CDFAs.

  • Product not yet rated Includes Credits Includes a Live In-Person Event on 05/07/2024 at 11:30 AM (EDT)

    Learning Objectives: - Enhance understanding of financial abuse, its prevalence, and impact. Educate CDFAs about the signs and tactics of financial abusers. - Equip CDFAs with the skills to identify and assess situations of financial abuse effectively. - Provide strategies for CDFAs to engage with and support financial abuse victims, focusing on building trust and understanding. - Demonstrate how to empower survivors with long-term financial planning, including budgeting, financial management education, and goal setting.

  • Product not yet rated Includes Credits Includes a Live In-Person Event on 05/07/2024 at 11:30 AM (EDT)

    In Zero to $1 Million in 60 Minutes, Gordon explodes those hackneyed ideas and shows his audience a powerful path to help clients rebuild wealth. His storytelling style creates a fun and engaging environment that shows advisors how to set their clients on a path to a brighter financial future with an extra million…or more!

  • Product not yet rated Includes a Live In-Person Event on 05/07/2024 at 11:30 AM (EDT)

    Learning Objectives: - How to identify the RIGHT attorney partners for your business - Contact Strategies for best impact - Choosing the right channel for the greatest impact

  • Product not yet rated Includes Credits Includes a Live In-Person Event on 05/07/2024 at 1:45 PM (EDT)

    We will cover: - Stock Options - RSU’s And discuss: - Are they marital? - Are they vested? - Will they be valued? - How will they be divided? - What are the tax implications? - Will they be considered and asset, income or both for purposes of spousal maintenance and child support? - And much more!

  • Product not yet rated Includes Credits Includes a Live In-Person Event on 05/07/2024 at 1:45 PM (EDT)

    Learning Objectives: - Understand the impact of security awareness on secure behavior - Explain the processes of developing security awareness and maintaining it - Discover the top five cybersecurity threats to individuals in separation processes

  • Product not yet rated Includes Credits Includes a Live In-Person Event on 05/07/2024 at 1:45 PM (EDT)

    When Dementia begins its long journey during a marriage, the various stages of financial requirements are often overlooked and can result in utter devastation during the Divorce process. If critical and smart planning is not done correctly, all parties (attorneys, financial counselors, family members) will point fingers and seek retribution. Learn about these critical issues from Longevity Care expert Kerry Morris.