IDFA Online Learning: Webinars

Upcoming Live Webinars

September Continuing Education: In Search of Equitable Outcomes - An Alternative Method of Calculating Retirement Plan Tax Discounts

September 16, 2025 1PM | This webinar explores an alternative approach that addresses the mismatch between when the tax money is received by the party and when the tax liability is actually incurred. Learn how to use the Point in Time formula to estimate a tax discount, a practical and easy to use tool in your quest to provide equitable outcomes.

October Practice Management: Big Changes Ahead: What the New Bill Means for College Financial Aid & Student Loans

October 7, 2025, 1 PM Eastern,Big Changes Ahead: What the New Bill Means for College Financial Aid & Student Loans

October Continuing Education: Beneficiary Designations in Divorce

October 21, 2025, 1PM EST | For CDFAs navigating the complexities of divorce, the topic of beneficiary designations is a critical area that, if mishandled, can have significant and unintended financial consequences for clients. This webinar will explore the intricate landscape of beneficiary designations during divorce and equip CDFAs with the knowledge and strategies to handle revocations, common pitfalls and best practices.

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.

September Practice Management: Communicate Financial Decisions in Divorce using Asset-Map

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

August Continuing Education: Dividing Equity Compensation in Divorce

August 19, 2025 1PM | Join our August 19 webinar with Jacki Roessler covering RSUs, challenges in divorce, and the methods for handling the division of RSUs after the date of divorce.

August Practice Management: Mastering Conversations - Using Local Education to Empower and Engage People Going Through Divorce

August 5, 2025, 1PM EST | Mastering Conversations: Using Local Education to Empower and Engage People Going Through Divorce. Whether in-person or online, Second Saturday workshops can deliver the connection and trust divorcing individuals need—because local isn’t just about place; it’s about presence.

July Continuing Education: All Things Real Estate Relating to Divorce

In this informative webinar, we bring together two seasoned professionals who specialize in guiding divorcing couples through real estate challenges with clarity, neutrality, and creative solutions.