Lifestyle Analytics

Product not yet rated

Includes a Live Web Event on 11/19/2024 at 1:00 PM (EST)

During this session, you will walk through the theory, practical application and actual preparation of a Lifestyle Analysis in Matrimonial Dissolution matters. Sometimes called Marital Standard of Living Analysis, the concept of Lifestyle Analytics can be used in support of alimony and child support cases as well as characterization of assets between marital and separate property and finally uncovering hidden assets.

Gerard G. Zielinski

CDFA®

Gerard is a Certified Divorce Financial Analyst (CDFA®) and mediator who has spent the last 18 years providing individuals, couples, and family law attorneys with financial tools, resources, and expertise incident to divorce. Gerard specializes in the valuation and division of retirement benefits including Military Retired Pay and the Federal Employee Retirement System (FERS). With over 5000 Qualified Domestic Relations Orders drafted, Gerard is a retirement plan expert with key competencies in plan terms, division options, valuation issues, tax implications, as well as election and survivorship options. Whether he is working in the role of retirement plan expert, neutral financial specialist or as an advocate for one party, Gerard prides himself on helping his clients achieve their financial goals by giving them the power to make well informed financial decisions before, during and after divorce.

Outside of his dedication to raising awareness on the pivotal role a Certified Divorce Financial Analyst can play, Gerard cherishes family time with his wife and four children, and he finds fulfillment in coaching youth sports.

Gerard is a 2008 Graduate of the University of Wisconsin-Milwaukee with a Bachelor of Science in Business Administration (Finance). Along with receiving his CDFA® designation in 2012, he became a certified domestic relations mediator through the Mediation Training & Consultation Institute in 2014. Gerard is also a member of the Collaborative Family Law Council of Wisconsin as well as the renowned Divorce Financial Planning Training Center.

Key:

Complete
Failed
Available
Locked
Lifestyle Analytics
11/19/2024 at 1:00 PM (EST)  |  60 minutes
11/19/2024 at 1:00 PM (EST)  |  60 minutes
CFP CE Credit
1 Question
1 Question If you would like to receive CE credit for CFP Board, please provide your CFP number. Please note IDFA only reports CFP Continuing Education Credits to CFP Board of Standards for US CFP Professionals.
Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available