Our vetted Professionals from our Westborough, MA Hub will be leading this discussion and will share their strategies when working with divorcing clients on the very important topic of Asset Division, Retriment 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)
• When is a QDRO (Qualified Domestic Relations Order) necessary? What is the QDRO Process?

Speakers:

• Parker Babbe, Financial Advisor, and Partner, Commonwealth Financial Group
• Justin Kelsey, Attorney & Mediator, Skylark Law & Mediation PC

We design our events to be informational while allowing you time to ask questions. You will have the opportunity to submit your questions in advance and/or during the LIVE Webinar. Our goal is to create an interactive setting centered around connection and education, which leaves you feeling empowered.

There is no charge for attendance. Advance registration is required. We will email the Webinar link to the registrants before the online event.

If you would like to register for this event with us directly, instead of via Eventbrite, please email us at team@VestaDivorce.com.

To find out more about other informative and social events hosted by Vesta, like us at Facebook.com/VestaDivorce or visit us at VestaDivorce.com.

Not sure where to begin? To connect with our Concierge Director, co-founder Deanna Coyle, schedule a 30-minute call here: calendly.com/deannacoyle.