2025 Conference: How to Complete Marital and Non-Marital Tracings and How to Equalize Multiple Retirement Accounts

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Only available as part of a package

Approved for 1 CDFA & CFP CE Credit

When separate property is commingled with marital property, a tracing may be needed to track the components of each portion to carve out the marital and non-marital portions. This session will explore Case Studies on what is required to compile the data and how to put together a report showing the methodology. We will work through step by step instructions on how to input the needed data and how to run the calculations using Excel (complete with cell formulas) and discuss various scenarios that you will encounter so you are prepared to assist your divorcing clients in getting a fair distribution of their marital assets.

We will also review Case Study's to discuss the why, when and how of equalization and offset when divorcing couples have various accounts and want to offset and award from only one of the accounts.

Please note that the conference is live and in-person in Denver, Colorado - United States. All schedules shown in the conference agenda are in central standard.

Donna Cheswick

CDFA® , CQS

Owner, Cheswick Divorce Solutions LLC

Donna M. Cheswick has over 35 years of experience in the financial services industry as a Financial Advisor. She is also the owner of Cheswick Divorce Solutions LLC, located in Southwestern Pennsylvania. Education is the backbone of her business, and over the years she has taught workshops and CLE's on a wide variety of topics relating to finance and divorce, authored numerous articles for local/national print and online publications and has been a guest speaker on a variety of podcasts. She is a CDFA, Certified QDRO Specialist (CQSTM), a trained divorce mediator and a collaborative financial neutral.