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Understanding Retirement Accounts During a Divorce or Separation
August 22, 2019 @ 5:30 pm - 7:30 pm Eastern
CBM Manager Jordan Egert will lead a comprehensive presentation to help attendees understand the impact of a divorce or separation on their retirement accounts. He 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 August 22 educational event.
Complimentary refreshments and snacks will be provided. Please complete the registration form below, if interested.
Jordan Egert,
Manager, Litigation Support
CPA, CFE, CDFA®
Register Here: