Key Conference Topics
The 2018 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:
- Tax Updates and Their Impact on Divorce
- Estate Tax Planning and Divorce
- Dealing with Special Needs Individuals in Divorce
- Ethics - CFP and CDFA ethics course
- And much more!
To see all of the 2018 conference topics, check out the full agenda.
We are excited to offer two pre-conference workshops on May 6, 2018! At three hours each, these workshops will provide comprehensive information on 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: Developing Your CDFA Strategy
This workshop will focus on how to handle prospects/clients and issues that arise when setting up a CDFA practice. It is most suitable for those who have obtained their CDFA designation in the past 5 years and who want to take their divorce niche to the next level but need some direction on what to do.
Workshop B: Everything You Ever Needed to Know About QDROs
Join Jacki Roesseler for a complete discussion on QDROs from basic to complex and everything in between. This three hour workshop is designed to provide you with all the tools to understand the use of QDROs in divorce settlements and answer those difficult questions you will encounter.