IDFA Online Learning: Webinars

Upcoming Live Webinars

Practice Management: 6 Tips for Transformational Client Experiences in Divorce

Join Lumiant's Mark Akeroyd for an impactful webinar exploring the challenges advisors & clients face when working through Divorce. This webinar will cover, shifting the focus to clients, uncovering their needs for control, clarity, and empowerment during divorce.

Divorce and Long-Term Care

This presentation will examine long-term care planning issues during a divorce from several different perspectives.

One Sentence to Divide a Pension is not Enough - What CDFAs Need to Know to Protect the Rights and Entitlements of their Clients

This webinar, led by Certified QDRO Specialist™, Diane Pappas, will cover many of the mistakes made when verifying and dividing different types of retirement plans. We will cover both qualified and nonqualified plans for both defined contribution and defined benefit plans, as well as addressing some common issues with state pensions.

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.

Practice Management: Family Law Software - Old Favorites and New Tricks

This session will highlight what is new in Family Law Software, and it will also showcase some of the more powerful features of the software. Our goal is to enable you to incorporate these features into your practice, and thereby increase your effectiveness with clients and attorneys.

The Role and Opportunities of a Certified QDRO Specialist

The hour-long discussion centers on the issues surrounding the drafting of QDROs, ways to enhance your revenues while providing an invaluable service, and solutions to your clients.

Practice Management: Marketing for Million Dollar Growth

Nicole loves and believes marketing is the core of your business and your growth. If you want to grow your business and your revenue, you will not want to miss this session.

Credit and Divorce: What Every Financial Professional Needs to Know

Going through a divorce is not easy. The process is wrought with emotion during a time when important decisions need to be made. Oftentimes, those going through divorce get tied up in the grieving process and fail to make good decisions regarding their finances and credit. During this webinar, Jeanne will discuss what to look out for and what steps to take to protect your client's credit health, including:

Freeing up Cashflow - Helping your clients with their third biggest post-divorce challenge

In this session, Gordon Stein offers some fresh thinking on how to help your divorced clients free up more cashflow with minimal effort and minimal sacrifice.