
IDFA Online Learning
September Practice Management: Communicate Financial Decisions in Divorce using Asset-Map
Includes a Live Web Event on 09/02/2025 at 1:00 PM (EDT)
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Register
- Non-member - Free!
- Member - Free!
September 2nd, 1:00 PM Eastern
Join Adam Holt and CDFA certified financial professionals as they run a case study communicating the before, during and after complexities of divorce and how it impacts their financial life. Accelerate the conversation using visuals to give your client peace of mind, regardless of their past involvement in joint financial decisions.
1. See how to quickly get all parties on the same page through visual financial inventories
2. Learn how to discuss and broach critical financial risks, resulting from a divorce
3. Find out ways to help both sides of the table quickly get to agreements on how to distribute financial instruments