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IDFA webinars are designed to connect members with industry thought leaders and provide continued learning in areas of unique experience.

Following the live presentation, recorded IDFA webinars are available on-demand for independent learning. 

Use the search box at the right to search by keyword or to browse by category or format. Log-in to your account to access!


Upcoming Live Webinars

Practice Management: How to integrate dtour.life and its client-centric financial tools into your case workflow.
Learn how dtour.life can transform the client-professional workflow in divorce.
Lifestyle Analytics
During this session, you will walk through the theory, practical application and actual preparation of a Lifestyle Analysis in Matrimonial Dissolution matters. Sometimes called Marital Standard of Living Analysis, the concept of Lifestyle Analytics can be used in support of alimony and child support cases as well as characterization of assets between marital and separate property and finally uncovering hidden assets.
Practice Management: Understanding Your Ideal Client’s Driving Motivations Better Than They Do
In this powerful, interactive session, we go beyond the surface of client demographics to uncover the deep-seated motivations driving your ideal client. We’ll explore the crucial psychographics that influence their decision-making during one of the most pivotal moments in their lives—divorce.

Webinar Recordings

Stay current on the latest trends and best practices in divorce financial analysis. Brought to you by IDFA and subject matter experts in the field, get high-quality education and training without leaving your home or office. 

On-demand webinars qualify for 1-hour of CDFA-CE credit for 3 months from the date of the live session. To receive credit, complete the corresponding quiz following the recording. 

Valuation and Divorce
The presentation will go discuss all the aspects of valuing privately held business pursuant to an asset division in divorce. The presentation will discuss when a business needs to be valued, what methods are used, and the different types of reporting that will hold up court, mediation, collaborative law.
Practice Management: Engaging Tomorrow’s Investors Overview
Just like changes in the market require a new approach to investing, changes in client demographics require a new approach to how advisors engage and serve modern clients. Advice must become equal parts financial guidance and human understanding – beginning with a personal connection and creating a trusted, collaborative relationship centered on empathy, education and empowerment.
Division of the Federal Employees Retirement System (FERS)
This webinar provides a comprehensive overview on how to navigate the complex federal regulations governing the division of the Federal Employees Retirement System (FERS) in the context of divorce or legal separation.
Practice Management: Membership Magic - Why You’ll Love Being Part of Our Community
Ivy Menchel and Lili Vasileff provide a brief overview of the national Association of Divorce Financial Planners (ADFP) and the evolution of divorce financial planning that gave rise to two unique organizations with synergistic benefits for members: the IDFA and the ADFP.
Achieving Amicable Settlement in Gray Divorce Using Reverse Mortgages
1. Overview of Peak 65 and Divorce Demographics 2. How the Home Equity Conversion Mortgage (HECM) Has Changed a. Consumer Safeguards and the 4 “Nevers” b. FHA Borrower Counseling c. Underwriting that Ensures Sustainable Solutions d. New Protections for Younger Spouses 3. What Happens at Loan’s End? 4. The Distribution Options a. Lump Sum “Buy-Out the Other Side” b. Tenure Payment “Mom Can Stay in the House Due to Improved Cash Flow” c. Line of Credit “Supporting Future Needs, ex. LTC, After Portfolio Has Been Split” d. Lifestyle Home Loan “Like Paying Cash for New Home with No Payments” 5. Case Studies in Gray Divorce 6. Conclusion
Practice Management: Find Your Niche: Define & Differentiate to Compete in a Highly Competitive Environment
Discover how to serve a new generation of consumers efficiently and profitably by defining your ideal client and specializing in serving their needs. If you were diagnosed with a rare disease, would you go to the general practitioner in town? Or would you find a doctor that specializes in cases like yours? The next generation of clients are seeking advisors who offer specialized services that reflect their unique needs, and delivering deep value takes a targeted approach.