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

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.
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
Divorce and Business
Learn the aspects of divorce when a business is involved.l

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. 

Communicate Financial Decisions in Divorce using Asset-Map
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.
Family Law Software Tips and Tricks – Getting the most out of your software
Peel back the layers of Family Law Software with product expert Nancy Chausow Shafer, and learn the new features, tips and best practices to help streamline your use of the software for your client’s benefit and to maximize your productivity.
Ascertaining Key Divorce Real Estate Challenges After Sitzer-Burnett and NAR Settlement: Economics and Essentials for Divorce Finance Pros
Starting August 2024, the Sitzer-Burnett litigation and NAR Settlement will significantly impact divorcing homeowners and real property mediation by drastically changing real estate licensee representation and compensation. The current real estate commission chaos creates new opportunities for finance professionals specializing in divorce who seek to expand their role, and their value, to divorce lawyers and divorcing clients.
Empowering Divorce Financial Planning with Technology: Leveraging LegacyNOW
Join us for an engaging presentation on the revolutionary impact of LegacyNOW in divorce financial planning. LegacyNOW, a comprehensive digital vault and communication platform, bridges communication gaps between clients and their professional service providers, including wealth advisors, estate attorneys, and CPAs.
The Personality Paradox: Decode the How-Wow Personality Puzzle to Elevate Your Financial Advisory Practice
Elevate your advisory skills, decode client behaviors, and revolutionize your approach to impactful client relationships in this webinar. Join me for a comprehensive session diving into emotional cues, client archetypes (HOW and WOW), and three distinctive client profiles. Learn to decode emotions, fostering stronger client connections for improved service and retention.
QDROs & Non-Qualified Retirement Plans
This webinar provides solutions when confronted with retirement plan that do accept QDROs, in other words, non-qualified plans or those plans exempt from ERISA. From defined contribution plans, executive deferred compensation plans to defined benefit pension plans, typically those that may be various state or municipal pension plans. Albeit direct payment orders are referred to, however, we explore the issues should be addressed in such an order and how distributions can be made.