What You'll Learn
This program features family law attorney Carla Donnelly and financial planner Diane Pearson, CDFA for a review of key factors that anyone going through a divorce should consider. These include the division of assets and debt, the handling of alimony and child support, tax problems…
This program features family law attorney Carla Donnelly and financial planner Diane Pearson, CDFA for a review of key factors that anyone going through a divorce should consider. These include the division of assets and debt, the handling of alimony and child support, tax problems, and post-divorce planning.
Attendees will learn:
The main considerations for planning a divorce.
The treatment of joint property in a divorce settlement.
The tax implications of divorce.
The laws with respect to the treatment of property, expenses, and debt in a divorce.
How to recognize the implications of divorce on retirement benefits.
Define how investments are treated in a divorce.
Define alimony and recognize how it’s treated in a divorce.
Recall the primary considerations for negotiating and finalizing a divorce settlement.
*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.