Don't Sue Me! A Family Attorney's Guide to Retirement Accounts

11:55 Welcome and Introductions

12:00 Don’t Sue Me! A Family Attorney’s Guide to Retirement Accounts

Kirsten N. Hilty, Smarter Divorce Solutions, Charlotte

In this program, the speaker reviews case studies and real stories of property settlements with errors, sometimes disastrous, due to a lack of understanding of retirement accounts. This one-hour presentation includes information on qualified plans (those that meet the requirements of the Employee Retirement Income Security Act), nonqualified plans (commercial annuities) and tax-advantaged plans (IRAs).

1:00 Adjourn

Thank you

Thank you for joining us for Don't Sue Me! A Family Attorney's Guide to Retirement Accounts.

Description

In this program, the speaker reviews case studies and real stories of property settlements with errors, sometimes disastrous, due to a lack of understanding of retirement accounts.

This one-hour presentation includes information on qualified plans (those that meet the requirements of the Employee Retirement Income Security Act), nonqualified plans (commercial annuities) and tax-advantaged plans (IRAs).

Contributors

Kirsten N. Hilty

Kirsten N. Hilty is Senior CDFA® at Smarter Divorce Solutions in Charlotte. She is a Investment Advisor Representative with over 20 years of financial services experience.

After experiencing her own personal experience with a painful divorce process, as well as watching her own family members and friends go through even worse situations and come out the other side financially devastated, Kristen vowed to spend her time helping individuals and spouses have a better experience in such a difficult and exhausting time. It is her mission to improve the lives of others during divorce by being compassionate and mindful of all family members involved while ensuring a sound financial future for her clients.

Click here for more information aboout Kirsten.

Click here to view Forms and CLE Policies, Terms and Conditions.

If paying by check, click here for a printable registration form. Please reference the live webcast program code 358FLL.

Certificate of Completion and Archived Video: Your certificate of completion and archived video will be available approximately two weeks of the program date and can be found in your CLE account. MCLE credit is available to registrants only on the day(s) of the live event. This archived content is offered solely for review purposes and is not a substitute for live attendance.