IDFA Online Learning

Attorney Douglass Lodmell conducts a comprehensive discussion on how to assist your clients in shielding themselves from the effects of a lawsuit by protecting your wealth from creditors, including ex spouses.

If I were to ask you to look up Google's current stock price, you could find that information within a couple of mouse clicks. If your client were to ask you what the current stock value of their spouse's construction company is, that information might take more than a few mouse clicks to find. There are many potential pitfalls to lead your client around when they need to have a privately held business appraised. In this presentation, I'll talk about a few of those, walk through some pertinent questions a business appraiser should ask, and highlight a few areas that are very influential in a business appraisal report's conclusion of value. If you have any questions at any point in time, please feel free to ask them.

Divorce has many flavors and variations. The financial assets may seem straightforward and clear; however, the devil is in the details when it comes to stock options and RSUs and even severance payouts. Executive compensation can cause numerous challenges and malpractice concerns for divorce lawyers. In this session, we will uncover the hidden pitfalls of working with stock options, restricted stock units and payouts during divorce and how these concepts may be applied to other compensation. Each participant will gain an in-depth understanding of exactly how to handle the most common executive compensation awards in a divorce situation with confidence and ease.

Divorce Between Business Owners will examine the unique problems and issues surrounding divorce between the co-owners of businesses, including the varying interests and dynamics presented by different forms of business organization.

This webinar is designed to empower financial advisors to have a conversation with clients around the risks associated with becoming disabled.

The CDFA professional plays an integral role in the mediation process working closing with the mediator and the separating couple before, during, and after mediation.

Learn the importance of effectively drafting QDRO's, advising attorneys on the division of retirement plans and accounts, and providing expert testimony. Avoid pitfalls such as thinking only attorneys can draft a QDRO or trying to divide an IRA with a QDRO.

The presentation will focus on the intersection of estate planning and divorce, with the goal of helping attendees understand how they are uniquely situated to help their clients achieve more sound planning and divorce outcomes.

Cathleen shares her tips and tools for financial professionals to ensure that clients can implement their financial plan—even in a Long-Term Care crisis!