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Understanding Retirement Accounts During a Divorce or Separation

August 22 @ 5:30 pm - 7:30 pm

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:

Details

Date:
August 22
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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