2024 IDFA National Conference

May 6-8, 2024
Nashville, TN

Register Now

Join hundreds of new and tenured CFPs Practitioners, financial advisors, and CDFA professionals for powerful keynotes, interactive breakout sessions and skill-building workshops designed to help you elevate your practice.

Earn CFP and CDFA CE credits, as well as CE credits for playback of conference recordings.
(pre- and post-conference workshops available for additional CE credits!)

Click here to book your stay for the conference.

Why Attend

Hear from some of the industry’s top experts in a broad range of topics, including silver divorce, QDROs, expert testimony, Medicare, marketing and more:

Bill Eddy
Susan Bradley
Sara Grillo
Nancy Hetrick
Prof Kelly Murray J.D.
Tim Voit
View All Speakers

Popular sessions include

Panel Session: Marketing Best Practices

Our experienced panel of current CDFA professionals will share marketing best practices that have helped them to successfully grow their practices.

Managing High Conflict Personalities

Speaker: Bill Eddy

An overview will be provided of five high conflict personalities which drive most high conflict cases, including: Borderline, Narcissistic, Histrionic, Antisocial and Paranoid. What to do and what not to do with clients with these traits will be addressed, including four key skills: Connecting with empathy, attention and respect (EAR); Analyzing Options with clients and others; Responding to hostility and misinformation with responses that are Brief, Informative, Friendly and Firm (BIFF); and Setting Limits on misbehavior with clients and others. Helping clients communicate and cope with difficult ex-spouses will be addressed.

Decoding Tax Returns and Understanding Various Tax Credits in Divorce

Speaker: Jason Llewellyn and Mark Hildebrand

Learning Objectives:

  • Reviewing both individual and corporate tax returns for items relevant to divorce proceedings.
  • Discussion of income items relevant for child support calculations.
  • Review of tax deductions/credits that impact newly divorced individuals.

Agenda

8:30 AM - 1:00 PM
Registration

Pre-conference

9:00 AM - 12:00 PM
Elevate Your Divorce Niche to the Next Level (Donna Cheswick, CDFA, CQS)
9:00 AM - 12:00 PM
How the CQS Designation Can Boost Your Practice (Tim Voit, CQS, CQA)
12:00 PM - 12:45 PM
Lunch for pre-conference participants

Conference

1:00 PM - 1:30 PM
Opening Remarks (Carol Lee Roberts, CDFA, CFP)
1:30 PM - 3:00 PM
Managing High Conflict Personalities (Bill Eddy, LCSW, Esq)
3:00 PM - 3:30 PM
Exhibit Hall Break
3:30 PM - 4:30 PM
Allied Professionals (Erika Wasserman, Tim Voit, Chris Bruser, Jody Bruns)
5:30 PM - 7:00 PM
Evening Welcome Reception
7:30 AM - 8:45 AM
Breakfast
9:00 AM - 10:00 AM
DeRisking the Mortgage - The Smarter Way to Mediate Divorce Real Estate (Prof. Kelly L. Murray, J.D.)
10:00 AM - 10:15 AM
Exhibit Hall Break

Breakouts

10:15 AM - 11:15 AM
Break Out Sessions
  • Complex Issues in Divorce: Using Family Law Software to Simplify the Complicated (Nancy Chausow Shafer)
  • Division of Military Retired Pay (Gerard Zielinski, CDFA)
  • Suddenly Single" Dismantling Trusts and Wills During the Divorce Process (Joe Roos Evans)
11:15 AM - 11:30 AM
Exhibit Hall Break
11:30 AM - 12:30 PM
Break Out Sessions
  • Empowering Financial Abuse Survivors - The Critical Role of CDFAs (Leah Hadley, ACF, CDFA, MAFF)
  • Zero to $1 Million in 60 Minutes - How to Help Your Divorced Clients Free Up Cashflow and Rebuild Lost Wealth with Minimal Effort and Minimal Sacrifice (Gordon Stein,BESc, MBA, CSC, CFEI )
  • Marketing to Attorneys (COI) (Nancy Hetrick, CDFA, AWMA, MAFF)
12:30 PM to 1:30 PM
Networking Lunch
1:45 PM - 2:45 PM
Break Out Sessions
  • Executive Compensation - The Ultimate CDFA Guide (Nancy Hetrick, CDFA, MAFF)
  • CyberSecurity - Awareness is the Missing Link (Tom Carpenter, CASP+, CWNE, CWSIE)
  • Dementia and Divorce - Critical Factors Must Be Considered (Kerry Morris)
2:45 PM - 3:00 PM
Exhibit Hall Break
3:00 PM - 4:00 PM
Break Out Sessions
  • Business Valuation in Divorce Cases (Denise French, CVA, MAFF, CDFA, CRPC, Mediator)
  • The Tsusami of Malpractice - A look at QDRO Preparation (Tim Voit, CQS, CQA)
  • Artificial Intelligence for The CDFA (Nancy Hetrick, CDFA, AWMA, MAFF)
4:00 PM - 4:30 PM
Exhibit Hall Break
4:30 PM - 5:30 PM
How to Use Social Media Without Sounding Like Spamming Scumbag (Sara Grillo, CFA)
7:45 AM - 8:45 AM
Breakfast
9:00 AM - 10:00 AM
Authentic Intelligence (Susan Bradley, CFP, CeFT)
10:00 AM - 10:30 AM
Exhibit Hall Break
10:30 AM - 12:00 AM
Decoding Tax Returns and Understanding Various Tax Credits in Divorce (Jason Llewellyn, CPA, PFS, CDFA)
12:00 PM to 1:00 PM
Achieving Amicable Settlement in Gray Divorce Using Reverse Mortgage Options (Chris Bruser)
1:00 PM to 1:30 PM
Lunch for post-conference attendees

Post Conference

1:30PM - 4:00PM
Media Training 101 (Mike Petchenik, Founder and CEO, Petchenik Media Group)