Association of Divorce Financial Planners - Event Information

Event Name:
ADFP Lunch & Learn Webinar: Actuarial Considerations in Silver Divorce

Event Type(s):
Webinars

Description:
Divorce rates among older couples (“Silver Divorce”) have increased markedly in the last several years. Many of these divorces occur in long duration marriages where the marital estate often contains complex financial assets and liabilities that are most effectively analyzed from an actuarial perspective. These assets and liabilities include not just Qualified and Nonqualified Retirement Benefits, but Life and Health Insurance policies, but philanthropic gifts (eg Charitable Remainder Trusts) and other annuity and insurance products.

In this session, led by Peter Neuwirth, FSA, FCA, we will explore how the complex financial assets and liabilities of long marriages are most effectively analyzed through an actuarial lens and review the actuarial techniques that can make Silver Divorce less costly and more equitable.

 

Webinar Highlights

  • QDRO’s and the challenges associated with dividing Qualified Retirement benefits between divorcing spouses.
  • The difference between defined benefit and defined contribution retirement benefits that are subject to QDRO’s and those that are not
  • Discussion of the kinds of assets that call for an actuarial analysis and the best way to get that analysis done
  • How to avoid QDRO’s and other complex/expensive ways of dividing complex financial assets in Silver Divorce

Attendees are eligible to receive 1 hour of CDFA CE credit for attending.

Event Date:
10/15/2024

Event Time:
1:00 PM - 2:00 PM Eastern

Location:
This is a live virtual event

Event Registration:


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10/15/2024

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