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Retirement Assets In Family Law Cases

January 14, 2020 @ 5:30 pm - 7:30 pm

CBM Manager Jordan Egert and Principal Jane Ochsman Rowny will lead a comprehensive presentation to help attendees understand the impact of a divorce or separation on their retirement assets. They will specifically deliver insights on how to properly determine marital and non-marital values in IRAs, TSP, 401K and 403B plans, as well as other retirement account types.

  • Applicable methodologies
  • Information and documents required
  • Considerations to be cognizant of
  • Common issues that may arise when performing this analysis
  • What happens when critical information is missing
  • How to generate a report and utilize this information for litigation

Those who would like professional tips and guidance in this area should consider registering for this January 14 educational event.

Complimentary refreshments and snacks will be provided. Please complete the registration form below, if interested.

Jordan Egert headshot

Jordan Egert
Manager, Litigation Support CPA, CFE, CDFA®

Jane Ochsman Rowny
Principal
CPA, CFP®, CDFA

Details

Date:
January 14, 2020
Time:
5:30 pm - 7:30 pm

Venue

CBM – Councilor Buchanan & Mitchell, P.C.
7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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