How to Effectively Write Retirement Settlement Language

Friday, July 22, 2022 at 1:00PM-2:30PM EST

You will learn

  • How to avoid top mistakes and ambiguities
  • How to correctly address loans and investment earnings
  • How to avoid bad equalization language
  • If intended, how to exclude non-marital components
  • Examples of generally acceptable and unacceptable language

Presented by:

Denisa Tova-Liebman MBA, CFP, CDFA, CQS

CEO and Founder

We are: a full service Retirement Consulting & Valuation Firm

We Offer: QDRO Services; Pension Valuation; Settlement Language Drafting; Tracing

We serve: clients throughout the United States and internationally