Using QDROs to Enhance Your Revenue

4.83 (6 votes)

Recorded On: 10/06/2020


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All potentially lump-sum distributions for investment purpose with the investment advisors in mind.  Secondly, the discussion explains how the CDFA help advise parties on the best course of action - whether to divide a retirement plan/account by a QDRO or offset the value of a retirement account. Topics covered include business development, understanding QDROs and QDRO distributions for investment purposes, effectively using QDROs as a powerful tool in child support enforcement, what plans can or cannot be divided by a QDRO or like order, and liability issues.  Whether the listeners are interested is preparing QDROs for family law attorneys, dividing retirement accounts in divorce, or simply having a desire to understand which plans allow lump-sum distributions, the QDRO field is wide open for those who want to learn while at the same time enhancing their revenues.

Approved for one (1) hour of CDFA Continuing Education credit. 

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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Using QDROs to Enhance Your Revenues
10/06/2020 at 3:30 PM (EDT)  |  Recorded On: 10/06/2020
10/06/2020 at 3:30 PM (EDT)  |  Recorded On: 10/06/2020
CFP CE Credit
1 Question
1 Question To receive CFP CE Credit, please provide your CFP number or the last four digits of your Social Security Number. You must attend the live webinar for a minimum of 50 minutes to qualify for CFP CE Credit.
Certificate
Live and Archive Viewing: 1.00 CE credit and certificate available
Live and Archive Viewing: 1.00 CE credit and certificate available