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Dividing the Dollars: Retirement & Asset Division Explained – Vesta San Diego CA

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Deanna C.
Dividing the Dollars: Retirement & Asset Division Explained – Vesta San Diego CA

Details

Join us for a CONFIDENTIAL webinar designed to answer questions about asset division, retirement accounts, and the QDRO process in divorce.

About the Event:

Join our Vesta San Diego, CA Hub of professionals, who will lead this discussion and share their strategies for working with divorcing clients on the very important topics of Asset Division, Retirement Accounts, and the QDRO process.

Topics Covered:

  • Property division/equitable division of assets
  • What are the different marital assets, and how are they identified/valued/taxed/transferred?
  • What is the difference between marital/pre-marital/gifts/inheritances?
  • Issues with asset division as far as fair/equitable/reasonable/affordable
  • How are hidden assets uncovered?
  • The Different Types of Retirement Accounts (Defined Benefit vs. Defined Contribution, Self-settled vs. Employer)
  • Knowing your Plan (what documents to ask for)
  • What are the Questions to Answer in a Division
  • When there are multiple accounts (offset vs. division issues)

Follow us on our social media platforms –Facebook/Instagram/LinkedIn.

We respect your privacy, and your attendance is confidential. Zoom webinar attendees can only see the Presenters, not each other.

Advance registration is required; click here. During registration, please submit any questions about the divorce process. We will answer these during the Q&A portion of the event.

We will email the webinar link to those who have registered before the event. If you want to register for this event directly with us (instead of via Eventbrite), please email **team@vestadivorce.com** or call 1-877-355-7649.

Not sure where to begin? Connect with Vesta Co-Founder and Concierge Director Deanna Coyle, by scheduling a complimentary 30-minute Concierge; click here.

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