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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

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You receive all available formats!                  
           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
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        

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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.


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Grey Divorce and Retirement - Andrew Samalin   - Retirement InSight and Trends article

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