The 2017 IDFA National Conference is the definitive gathering of CDFA professionals and others who work in the divorce niche. Thought leaders and industry experts will come together for 2.5 days to discuss advanced divorce topics, network with professional peers from across the country, and learn how to build on their practice and provide better service to their clients.
The 2017 conference agenda is full of practical, engaging topics that will give CDFA professionals deeper insight into the divorce niche. With a broad mix of technical discussions and case studies of our speakers’ experience in the field, the conference will offer an all-encompassing look at CDFA work. We are also excited to offer tracks for both beginner and advanced divorce professionals on the second day of the conference. Specific conference topics include:
To see all of the 2017 conference topics, check out the full agenda.
For the first time, we are excited to offer two pre-conference workshops on May 2, 2017! At three hours each, these workshops will be a deep dive into topics for which we’ve received many requests for more training. Reserve your spot at either one or both workshops when registering for the conference. Limited space available!
Workshop A: Best Practices for Incorporating a CDFA Professional into the Collaborative Team
Collaborative law is gaining momentum in many states across the country, but there is often a disconnect among collaborative lawyers on how, when, and why a financial neutral should be included as part of the team. This workshop will dive into practical strategies for defining your role as a CDFA professional and integrating into the collaborative team.
Workshop B: I Got the CDFA Certification: What Now?
Now that you have earned the CDFA designation, it’s time to make divorce work part of your practice. This workshop will outline the basics of setting up a CDFA practice and marketing your new designation. Attendees will leave with a working marketing plan for their CDFA practice.
Michael Kitces is a Partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1.8 billion of client assets.
In addition, he is a co-founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.