IDFA Online Learning

With over a dozen successful cases as a Financial Neutral, Diane Pappas offers her best practices, from how to get involved with a collaborative group to what to do as a neutral and more importantly, what not to do.

Join IDFA and The Divorce Solutions Group on Tuesday, November 27th @ 1:00 pm for a webinar centered around helping your clients manage the divorce process, so that you are not only seen as their trusted advisor, but also as someone who can navigate your clients through one of the most difficult times of their lives.

If you are a newer CDFA and looking for a solid process to help you develop your divorce niche, this webinar discusses ideas and strategies designed to streamline your initial contact with a prospective client to spur them into taking action. Some of the items covered will include: handling the initial conversation; screening questions; process for your first meeting; and follow-up procedures.

Steven Benmor, certified Family Law Specialist, provides an explanation of the law of spousal support: who pays who, for how long and how much. Steven conveys the legal analysis that examines factors such as the length of the spouses’ cohabitation and marriage, their standard of living during their cohabitation, the spouses’ ages, incomes, income potential, needs and budget, education, health and employment capacity, barriers to economic self-sufficiency, retirement or loss of employment, remarriage and income tax considerations. Steven also dispels the myths regarding spousal support and provides financial professionals with the tools and knowledge to ask the right questions and propose a variety of solutions to manage spousal support after divorce.​

Report writing is an essential part of our profession. Whether it’s a cover letter or a comprehensive report for trial, understanding the basics of good report writing is a must have skill. In this webinar we will be discussing the structure, format and content of a trial appropriate report. We will also be discussing designing your Curriculum Vitae to be bulletproof upon cross-examination. Courts often require that your information be shared with the opposing counsel as well as entered into evidence. It is crucial that your written report stand as a model of clarity.​

Statistics show that 20 percent of the U.S. population is affected by special needs. While the divorce rate among families with special needs is often the topic of great debate, there is one fact that remains certain: the complexity of a divorce proceeding increases exponentially when working with families with special needs. Knowing how to handle financial planning for families with special needs at the onset of a divorce process will help to ensure that the future of the family member with special needs is considered in all aspects of the negotiations, including child support, alimony, and custodial decisions including guardianship.

Financial and estate planning become complicated when there is a child with a disability, and is further complicated by divorce. Join IDFA and Toronto-based Financial Advisor Ron Malis for an informative webinar to discuss the issues and strategies when dealing with a divorcing client who has a child with a disability.

Don't miss IDFA National Conference speaker Sandy Voit as he provides a quick and basic understanding of how federal financial aid is determined with the criteria that impacts two household families, taking into account the 2018 Tax Reform Act. Sandy will also provide strategies to enhance financial aid awards--both by structuring settlement agreements, as well as through greater knowledge of how the system works.