50+ CE Courses $39 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Grey Divorce and Retirement - Andrew Samalin

1.5 hrs CFP®, CRC®, PACE CE

Learn more about the role of different types of marital and retirement assets for each spouse in divorce planning, how to keep options open for liquidity, and considerations for structuring retirement income.


Overall Rating:   4.4 / 5

Continuing Education Credit Reporting:    
We will report your CFP® and/or CRC® credit - please add your ID at checkout. You are responsible for reporting your CE hours for PACE recertification.

Retail:  $39.00      
$39.00

You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Andrew Samalin, CFP, EA, CDFA,Past president of the Association of Divorce Financial Planners Andrew Samalin, CFP, EA, CDFA , Past president of the Association of Divorce Financial Planners        

Receive this course with no extra fee when you become a 90 Day Member for $99

Become a Retirement Resource Center Professional Development Member and SAVE on CE! Do you need to earn multiple CE credits?

 

Professional Development - Premier Membership Professional Development - Premier Membership Become a Member for

FULL ACCESS to 50+ CE courses

Including this course, no extra fee!

$99 - 90 Days Full Access or

$199 - 365 Days Annual Premier.


About this course:

Grey divorce is a term referring to the demographic trend of an increasing divorce rate for older ("grey-haired") couples in long-lasting marriages. How assets and income are divided at such a late stage in life can have a tremendous impact on the retirement security of each spouse.

 

Grey Divorce and Retirement - Andrew Samalin In this course you will learn:

  1. The different roles of a planner in divorce

  2. How an equitable settlement does not necessarily mean an equal split of assets

  3. How divorce may affect Social Security for each spouse

  4. How retirement assets and pensions can be divided

  5. Options for the marital home besides selling and dividing the equity or one spouse buying out the other.

Your instructor for this course is:

Andrew Samalin, CFP®, EA, CDFA™, Principal, Samalin Group, Past President of the Association of Divorce Financial Planners, is a 25 year veteran financial specialist assisting attorneys, CPAs and other professionals manage their families', firms', and clients' financial planning and wealth management needs.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View brief YouTube clips of Retirement Resource Center courses:
Retirement Resource Center  - YouTube clips             
Visit Retirement Insight & Trends for articles by leading industry experts:
Grey Divorce and Retirement - Andrew Samalin   - Retirement InSight and Trends article

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 75 minute webinar course
SKU: 03IRRCGreyDivorceRetWebinar16
Knowledge Level: 3 - Intermediate

-