The Institute for Divorce Financial Analysts (IDFA) plans to take a deep dive into the financial side of divorce at its annual national conference in Nashville on May 6-8, 2024. The IDFA 2024 National Conference is for new and experienced Certified Divorce Financial Analysts (CDFAs®), Certified Financial Planners (CFPs®), and financial advisors.
“This year’s conference offers a comprehensive program designed to address the intricate financial issues of divorce,” says Carol Lee Roberts, president of IDFA. “Attendees will gain valuable insights from industry leaders on a broad range of topics, develop their skills through interactive sessions, and connect with hundreds of colleagues from across the country.”
The IDFA 2024 National Conference agenda features presentations and workshops led by top experts. Attendees will learn how to tackle crucial aspects of divorce settlements, navigate “gray divorce” (divorce later in life), understand Qualified Domestic Relations Orders (QDROs), and communicate with individual during emotional turmoil, Roberts says. Sessions will delve into financial planning strategies post-divorce and also explore many topics including cybersecurity, military benefits, and marketing for financial professionals in the divorce space.
“The primary residence and retirement assets are frequently the largest assets a couple has, and financial advisors need to know the specifics of dividing these assets incident to divorce,” says Roberts. “In addition, there are specific insurance, estate planning and capital gain considerations when a client divorces.”
“With the rate of divorce for those over age 50 increasing, it is essential that advisors are informed about the impact of divorce on their clients,” Roberts adds.
The IDFA 2024 National Conference offers many opportunities for attendees to hone their skills, stay current in the field, and network with hundreds of peers, says Roberts. “Interactive workshops and breakout sessions will equip participants with practical tools for managing high-conflict personalities, decoding complex tax returns in divorce cases, and leveraging family law software to streamline complicated situations.” The conference is approved for continuing education (CE) credits for both CFP® and CDFA® designations. Participants can also earn credits for recordings of select sessions.
The Institute for Divorce Financial Analysts (IDFA), founded in 1993 to train financial advisors to apply the discipline of financial planning to divorce settlements, is the nation’s leading organization dedicated to the education and certification of divorce financial professionals. Through its comprehensive online education program, IDFA equips financial advisors and family law professionals with the knowledge and tools needed to navigate and guide clients through the complex financial aspects of divorce. IDFA has certified more than 5,000 CDFA professionals in the US and Canada.
For more information on the IDFA 2024 National Conference agenda, pre- and post-conference sessions, and registration details, please visit this link. The conference venue is the Sheraton Music City Hotel in Nashville.
