IDFA Online Learning: Webinars

Upcoming Live Webinars

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.

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

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

September 16, 2025 1PM | The traditional approach of discounting a taxable retirement plan by applying a tax rate to the division date value (as if the plan is liquidated) may lead to an excessive tax discount. Come and learn about an easy to apply "alternative" approach to calculating a tax discount that may lead to a more equitable division of assets and liabilities.

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.

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.

July Practice Management: Tips and Tricks for Family Law Software

July 1, 1:00 PM Eastern Join Dan Caine as he explains helpful tips and tricks to get the most out of Family Law Software

June Continuing Education: When Divorce and Special Needs Intersect: Planning for the Future

Join Bret Hortin has he explains special considerations in divorce for family with special needs.

June Practice Management: More Than a Mortgage - Strategic Housing Solutions in Divorce Settlements

June 3, 2025, 1PM EST | In this strategic session designed specifically for CDFA® professionals, Jody Bruns, founder of the Certified Divorce Lending Professional (CDLP®) and Real Estate Mediation Specialist (REM-S™) certifications, will walk you through how divorce mortgage planning is used as a collaborative settlement strategy—not just a financial product.

May Continuing Education: Maximizing Retirement Savings with the Super/Mega Roth Strategy

May 20, 2025 | Many Americans rely on employer-sponsored retirement plans, like 401(k)s, 403(b)s, and 457s, to build their financial future. While traditional contributions and employer matching are well-known, the Super/Mega Roth strategy is a lesser-known but powerful tool to maximize tax-free retirement savings.