Grey Divorce and Retirement - Andrew Samalin

Grey Divorce and Retirement – Andrew Samalin

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:

  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.
Andrew Samalin, CFP®, EA, CDFA™, Expert in Divorce and Retirement

Andrew Samalin, CFP®, EA, CDFA™, Expert in Divorce and Retirement

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

We will report your CFP® and/or CRC® credit (no additional reporting fee) – please add your ID at checkout. You are responsible for reporting all other certifications for CE credit.

Grey Divorce and Retirement - Andrew Samalin

Grey Divorce and Retirement – Andrew Samalin

Authorize.Net

Authorize.Net

Overall Rating:   4.4 / 5

Retail:  $29.00    Add to Cart

Video and audio MP3 formats available

MP3 Audio Download and PDF handoutSpecifications:   90-minute webinar course

Elearning coursesSKU:   03IRRCGreyDivorceRetWebinar16

MP3 Audio Download and PDF handoutKnowledge Level:   3 – Intermediate

Retirement Resource Center Risk Free GuaranteeYour 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.