How the CQS Designation Can Boost your Practice

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Includes a Live In-Person Event on 05/06/2024 at 9:00 AM (EDT)

From being revenue enhancer to your already existing practice, to providing this service full-time to your attorney clients, this course explores every aspect of QDROs and similar Orders making the CFA even more invaluable to your client base. The QDRO certification program is based on four (4) modules, each taken independently but also purchased as a package. From the history of QDROs to drafting QDROs, this course has an eye toward liability, that is reducing your liability and that of the attorney who retained you on as case; This is whether you elect to prepare QDROs for the attorney or someone else. The ability to understand QDROs, review QDROs, and advise intelligently on the issue will make you an invaluable part of the attorney’s team of experts.

The modules not only discuss the options available to the client, but the best strategy to help them come out ahead, for instance whether to even divide a retirement plan benefit by as QDRO or offset the value. Contained within the modules is the importance of settlement agreement language and how to provide expert witness testimony. From private sector retirement plans to federal and military retired pay, you will be considered a genuine expert to the court on the topic of QDROs. This course, as those who have gone through it beforehand will attest, will open the doors to many opportunities including being retained in QDRO malpractice to fix QDROs or compute damages.

Once you have completed the four modules, there will be a final exam to pass to becoming a truly Certified QDRO Specialist.

3.5 CFP & CDFA Credits

Cancellation Policy: Cancellations received up to one month before the conference are refundable, minus a $100 registration service charge. After that, cancellations are subject to the entire fee, which you may apply toward a future conference or workshop. Please note: if you don’t cancel and don’t attend, you are still responsible for payment. Substitutions may be made at any time.

For more information regarding refund, complaint, and/or program cancellation policies, please contact our office at 1-800-875-1760 or email us at support@institutedfa.com.

Please note that the conference is live and in-person in Nashville, Tennessee. All schedules shown in the conference agenda are in central standard.

Book your hotel room before April 22nd for a discounted rate!

VIEW THE CONFERENCE AGENDA HERE

Tim Voit

Certified QDRO Specialist, Certified QDRO Analyst

Tim Voit is the author of Retirement Benefits & QDROs in Divorce (published by CCH), as well as Federal Retirement Plans in DivorceStrategies & Issues. He has prepared QDROs and valued pensions for nearly 30 years and taught at the International College courses specific to the preparation of QDROs. He is a graduate of the University of Wisconsin – Milwaukee and has has been qualified as an expert witness in both state and federal courts.

Mr. Voit has been retained in legal malpractice cases by the insurance carrier to reverse QDRO transfers and/or compute damages and is often called upon to lecture on liability issues. He has been interviewed and quoted in Forbes, BusinessWeek, NewsWeek, and Rueters. Mr. Voit has developed online courses for CCH, IOMA, and the International College, specifically the Introduction to QDROs in Divorce and Effectively Drafting QDROs in Divorce.

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Live In-Person Event: How the CQS Designation Can Boost your Practice
05/06/2024 at 9:00 AM (EDT)   |  180 minutes
05/06/2024 at 9:00 AM (EDT)   |  180 minutes
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CE Credits and Certificate: Live
3.50 CDFA and CFP CE credits  |  Certificate available
3.50 CDFA and CFP CE credits  |  Certificate available