Elevate Your Divorce Niche to the Next Level

Product not yet rated

Includes a Live In-Person Event on 05/06/2024 at 9:00 AM (EDT)

This workshop will guide you through the structure and strategy needed to confidently use your CDFA designation. Not only will we begin with what is needed before your first divorcing client walks through the door, but this workshop will help you learn how to professionally handle prospects/clients and issues that arise as your CDFA practice grows to ensure your success. This workshop will be most suitable for those who have obtained their CDFA designation within the last few years and want to confidently take their divorce niche to the next level. Covered topics include:

Learning Objectives:

  • Conducting initial conversations with prospects and clients
  • Necessary literature and resources you will need to get started (engagement agreements, intake forms, etc.)
  • Data collection and meeting protocol and putting systems into place
  • Charging for your services and billing practices
  • Preparing financial scenarios and projections for clients
  • Ways to successfully work with other divorce professionals
  • Ideas for marketing your divorce niche
  • Post-divorce follow up

3.5 CFP & CDFA Credits

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.

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

Donna Cheswick

CDFA® , CQS

Owner, Cheswick Divorce Solutions LLC

Donna M. Cheswick has over 35 years of experience in the financial services industry as a Financial Advisor. She is also the owner of Cheswick Divorce Solutions LLC, located in Southwestern Pennsylvania. Education is the backbone of her business, and over the years she has taught workshops and CLE's on a wide variety of topics relating to finance and divorce, authored numerous articles for local/national print and online publications and has been a guest speaker on a variety of podcasts. She is a CDFA, Certified QDRO Specialist (CQSTM), a trained divorce mediator and a collaborative financial neutral.

Key:

Complete
Failed
Available
Locked
Live In-Person Event: Elevate Your Divorce Niche to the Next Level
05/06/2024 at 9:00 AM (EDT)   |  180 minutes
05/06/2024 at 9:00 AM (EDT)   |  180 minutes
Verification Code
Enter code to continue.
Enter code to continue.
CE Credits and Certificate: Live
3.50 CDFA and CFP CE credits  |  Certificate available
3.50 CDFA and CFP CE credits  |  Certificate available