Course information

October 21, 2025, 1PM EST

For CDFAs navigating the complexities of divorce, the topic of beneficiary designations is a critical area that, if mishandled, can have significant and unintended financial consequences for clients. This webinar will explore the intricate landscape of beneficiary designations during divorce and equip CDFAs with the knowledge and strategies to handle revocations, common pitfalls and best practices.

Participants who watch the webinar for at least 50 minutes and complete a brief quiz will receive 1 hour of CDFA® CE credit which will automatically be placed in your member account.