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.
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.
In this one-hour session, you will learn:
- The different roles of a planner in divorce;
- How an equitable settlement does not necessarily mean an equal split of assets;
- How divorce may affect Social Security for each spouse;
- How retirement assets and pensions can be divided;
- Options for the marital home besides selling and dividing the equity or one spouse buying out the other.
Andrew Samalin, CFP, EA, CDFA, Principal, Samalin Group, Past president of the Association of Divorce Financial Planners
Andrew 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.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1.5 hrs CFP®, CRC®, and other CE Credit Reporting
Overall Rating: 4.4 / 5
Retail: $29.00 Add to Cart
Video and audio MP3 formats available
Specifications: 90-minute webinar course
Knowledge Level: 3 – Intermediate
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.