Welcome

The 2018 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.

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.


Pre-Conference Workshops

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.

keynote speaker

Susan Bradley, CFP®, CeFT®

Susan Bradley, CFP®, CeFT®

Susan is the founder of the Sudden Money® Institute (www.suddenmoney.com), which began 17 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist® (CeFT®) designation, and a division for training and certification called the Financial Transitionist® Institute. Susan has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.” It can be found at: https://www.youtube.com/watch?v=kcf7zbW1C7Y She is the recipient of the Insiders Forum Iconoclast Award 2017.