IDFA 2020 Virtual Conference

Product not yet rated

The 2020 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts from across North America will come together for 2.5 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients.

With a broad mix of technical discussions and case studies of our speakers’ experience in the field, the conference will offer an all-encompassing look at CDFA work in the United States and Canada. We are also excited to offer tracks for beginner, advanced, and Canadian professionals.

  • 2020 IDFA Virtual Conference Welcome

    Product not yet rated Includes a Live Web Event on 10/06/2020 at 12:30 PM (EDT)

    Welcome to our first virtual conference.

  • Shaping Change: How to Help Clients Actively Shape Live During and After Divorce

    Product not yet rated Includes a Live Web Event on 10/09/2020 at 1:00 PM (EDT)

    Divorce is one of life’s big disruptors, it can bring a tidal wave of changes. The common to view of change is it is stressful, and stress dilutes memory, decision making capacity, and problem-solving abilities. It is also common for client to have regrets, large and small, once the dust has settled and they begin to live their new reality post-divorce.

  • COVID-19's Impact of Social Security Claiming Decisions

    Product not yet rated Includes a Live Web Event on 10/05/2020 at 1:00 PM (EDT)

    While there has been a growing appreciation in recent years of the value of delaying Social Security to maximize lifetime benefits, the COVID-19 pandemic and its devastating impact on the economy has prompted some Americans to rethink their previously planned Social Security strategy. Whether responding to job loss or market volatility concerns, claiming Social Security earlier than planned can resolve some immediate income needs.

  • The Painbody and Financial Decisions in Divorce Negotiations

    Product not yet rated Includes a Live Web Event on 10/08/2020 at 3:30 PM (EDT)

    In this session, Micheline will share her experiences as a family mediator and CDFA regarding the importance of the intake process and how the Financial Expert can be a positive catalyst in your clients’ journey.

  • A Roadmap for Tackling Mountains of Financial Disclosure

    Product not yet rated Includes a Live Web Event on 10/08/2020 at 2:30 AM (EDT)

    A financially complex divorce is typically accompanied by mountains of financial disclosure.

  • Implementation Impasse: Why Good Clients Don't Follow Great Advice

    Product not yet rated Includes a Live Web Event on 10/05/2020 at 3:00 PM (EDT)

    The plan is logical; the advice is sound; the client voices full agreement; and yet – NOTHING is happening! Is the client stuck? Resistant? In need of more persuading? How you choose to frame this inaction can affect everything that follows in your work together.

  • Women and Millenials

    Product not yet rated Includes a Live Web Event on 10/06/2020 at 1:00 PM (EDT)

    There are numerous untapped, diverse, profitable market opportunities.

  • Divorce, Financial Aid & College Funding

    Product not yet rated Includes a Live Web Event on 10/06/2020 at 2:15 PM (EDT)

    Join Sandy Voit in exploring the impact of Divorce on financial aid and college funding.

  • So, your client needs what type of analysis

    Product not yet rated Includes a Live Web Event on 10/06/2020 at 2:15 PM (EDT)

    An intensive client case study review

  • Using QDROs to Enhance Your Revenue

    Product not yet rated Includes a Live Web Event on 10/06/2020 at 3:30 PM (EDT)

    The goal of this discussion is to enlighten financial professionals, investment advisors, attorneys how to use QDROs as an additional revenue source, as well as basics of how and when QDROs apply - whether it be to secure a spouse’s share of a retirement as an asset, lump-sum alimony, or child support and child support arrearages.