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157 Results

  • Common QDRO Mistakes To Avoid: Benefit Your Clients by Heading Off These Preparation and Implementation Mistakes

    Product not yet rated

    Retirement assets are often the most substantial part of a marital estate, but there is a surprising lack of knowledge about how to divide such assets among divorcing parties and their lawyers, financial analysts and planners. This is one area of divorce practice where it is especially easy to make mistakes—and those errors often cannot be fixed once they are discovered. In this last installment of the series, we will address common errors related to drafting and implementing QDROs in general.

  • Unveiling the Unspoken Truth: Study Shows the Financial Challenges Women Face During and After Divorce

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    Even among the younger generations, a lack of financial knowledge and preparedness is keeping women from ending bad marriages and being financially successful post-divorce. Women currently control $14 trillion (51%) of personal wealth in the US and are expected to control $22 trillion by 2020. On the surface, it looks like they are doing pretty well. Despite these increases in wealth, however, the path to financial security for divorced women has many obstacles.

  • Leveraging Your CDFA® Success with a Mastermind Group

    Recorded On: 11/14/2017

    Would you like the opportunity to brainstorm ideas, tap into the experience and skills of other CDFA professionals, get feedback on your cases and find solutions to problems? Then forming a Mastermind group may be just what you need to help propel your CDFA practice to the next level.

  • Critical Divorce Strategies for Families with Special Needs

    Product not yet rated Recorded On: 10/17/2017

    Statistics show that 20 percent of the United States population is affected by special needs. While the divorce rate among families with special needs is often the topic of great debate, there is one fact that remains certain: the complexity of divorce proceeding increases exponentially when working with families with special needs. In this Webinar, Mary Anne Ehlert, a financial professional with extensive expertise in this area, will discuss how child support and alimony can adversely affect eligibility of potential government benefits; how to preserve assets with the use of a special needs trust; and how to address conflicts related to quantifying future care needs and selecting future trustees.​

  • 3 Common Mistakes Not to Make When Dividing Defined Benefit Plans

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    Retirement assets are often the most substantial part of a marital estate, but dividing them up is one area of divorce practice where it is especially easy to make mistakes—and those errors often cannot be fixed once they are discovered.

  • Game Planning for Mid-Life Real Estate Purchases

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    Purchasing real estate can be a daunting prospect at any point in life. However, if the purchase is the result of financial negotiations related to divorce or separation in mid-life, this decision is even more daunting due to variables of health, wealth, retirement and fluctuations in earning capacity. If you have clients or know individuals considering making an initial or secondary real property purchase as a result of a divorce or separation where mortgage financing may be involved, this article will five key points for them to keep in mind.

  • How Tenable is Your Pension Valuation?

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    In this article, we discuss the factors and assumptions used in preparing a pension valuation.

  • Using Housing Wealth to Facilitate Asset Division in "Silver Divorce"

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    Reverse mortgages (a.k.a. Home Equity Conversion Mortgages (HECMs)) can play a very important role in meeting the economic concerns of retirement-aged couples who are divorcing, both to facilitate the division of a couple’s major assets and to optimize the assets that can be used for retirement income.

  • A Look at the Niche: CDFA State of the Profession: 2017

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    Review and download the results from the annual CDFA State of the Profession Survey.

  • Beyond Basics: What Every CDFA Professional Needs to Know About QDROs

    Recorded On: 08/22/2017

    To remain competitive in today's market CDFA professionals need to know more than just the QDRO basics. Drawing on over 20 years of experience preparing QDROs for Michigan and Illinois attorneys, Jacki Roessler will guide you through the most critical ways CDFA professionals can add value to cases. This webinar will cover topics that include understanding the difference between private and public sector plans, assisting with Discovery and Retirement Plan research, a deep dive into survivor benefits, coverture fractions, addressing non-qualified plans and more!​