Please join us for the
ADFP Breakfast Meeting
on Monday, April 23rd, 2018
Hosted by Chapter Director - Stacy Francis CFP®, CDFA®, CES™
“Dividing Retirement Assets: QDRO Basics for Divorce Financial Professionals”
Speaker: Emily McBurney
Dividing retirement assets in divorce cases often causes confusion and frustration for everyone involved (clients, lawyers, and financial professionals). But, it doesn't have to be this way!
This presentation will serve to provide a basic explanation of how retirement assets are divided in divorce cases, to enable financial professionals to provide retirement planning services and advice to their divorcing or divorced clients. QDRO expert and popular speaker, Emily McBurney, will focus on common mistakes and strategies to avoid them.
In this presentation you will learn:
- QDRO 101: How the QDRO process works and how to avoid QDRO problems
- Differences between QDROs for defined contribution plans and defined benefit plans
- Differences between QDROs for qualified retirement plans and IRA transfers
- How to handle the division of non-qualified retirement benefit
When: Monday, April 23rd, 2018 from 8:30 AM to 10:30 AM (EDT)
Where: Pera Mediterranean Brasserie
303 Madison Ave | New York, NY 10017
About the Speaker
Emily McBurney is a recognized expert in the field of QDRO's , and provides QDRO preparation and consultation services for clients across the country. For more than 15 years, Emily's law practice has been exclusively devoted to Qualified Domestic Relations Orders (QDROs) and other retirement benefit matters. Emily has published numerous articles and contributed to various publications about QDROs. She also writes a QDRO blog for the Huffington Post.
He Emily is a member of both the Family Law and Employee Benefits Sections of the state Bar of Georgia and the Family Law section of the Atlanta Bar Association. She is a member of the Georgia Association for Women lawyers, Women in Pensions, and a Master in the Charles Longstreet Weltner Family Law Inn or Court.
*We offer 2 CE credits for CDFAs and CFPs pending approval*
Please also save the date for our next ADFP meeting
held on Monday, May 21st, 2018.
For additional questions, you may contact Stacy Francis.
firstname.lastname@example.org | 212-374-9008
The mission of the Association of Divorce Financial Planners (ADFP) is:
- To heighten awareness of the benefits and the added value of divorce financial planning so that it becomes an integral part of the divorce process.
- To encourage knowledgeable and trustworthy financial professionals to enter the field.
- To continuously refine and maintain practice and professional standards of excellence and a strict code of ethics.
- To build professionalism.
- To unify the divorce financial planning profession