IDFA Continuing Education
In order to qualify for a 1-hour continuing education (CE) credit from IDFA, please watch the seminar below and complete the short quiz included after the video. Participants who score 70% or higher will obtain their CE credit and a representative from lauriemarchel.com will contact you when this has been completed, if your score qualifies.
Program Overview
Did you know that over 50% of U.S. families are remarried? And that percentage is only going up. It is likely that many of your existing clients are a part of a blended family – as a spouse, partner, child or grandparent. By understanding what blended families need, you and your team can be the key to helping your clients become more confident about their financial plans. This presentation will guide you through the nuances of working with blended families in your role as a CDFA professional.
- CE Hours: 1.00
- Delivery Format: Self study
- Level of Complexity: Beginner
