Non-Qualified Plans and ESOPs

Facts & Division Methods that May Surprise You!
(Stock options, deferred comp, IRAs and Roths)

 

Presented by: Divorce Mediation Group

Tuesday, October 30, 2018 | 5:30PM – 7:30PM
(Happy Half-Hour from 5:30PM – 6:00PM)


Divorce Mediation Group is proud to present:

Non-Qualified Plans and ESOPs - Facts & Division Methods that May Surprise You!

You will learn about:

  • Avoid unfortunate mistakes.
  • Facts that may surprise you.
  • Costly (or unintended) mistakes.
     

 

GUEST SPEAKERS

Opening remarks by Win Heiskala, CLS-F, mediator with Divorce Mediation Group

mark_schechter.jpgMarc Schechter, Esq.  -  Attorney Marc Schechter specializes in the areas of employee benefits, ERISA including Qualified Domestic Relations Orders (QDROs), and business matters. He has extensive experience designing, drafting, and implementing all types of employee benefit programs, with an emphasis on ESOP transactions. In addition to handling a wide range of business transactional matters, he has significant experience with ERISA litigation matters and representing plan sponsors in audits with the IRS, FTB, and DOL relating to qualified and nonqualified employee benefit plans.

 

corey_schechter.jpgCorey Schechter, Esq. -  Attorney Corey Schechter has practiced in the area of ERISA and employee benefits law since 2011. His practice focuses primarily on ERISA litigation matters, assisting employers in the design, drafting and implementation of various employee benefit programs, and preparing Qualified Domestic Relations Orders (QDROs). He has extensive experience consulting with family law attorneys and their clients regarding benefit division issues. He has been selected as a Super Lawyers “Rising Star” in the area of Employee Benefits Law and speaks regularly on employee benefits issues.

 

image_-_barbara_norman.jpgBarbara Norman, CFP®, ChFC®, CDFA® - Barbara Norman is a Certified Financial Planner™, a Chartered Financial Consultant®, and a Certified Divorce Financial Analyst®.  She began her career in the financial services industry in 1986.  Barbara owns Sage Path Solutions, a boutique firm that specializes in wealth management and financial planning. She is a fee-only advisor and follows the strictest of fiduciary standards.

Barbara is the founder of the Women’s Financial Academy, a California non-profit – an educational foundation.  Barbara founded the organization out of frustration for her industry and some of the egregious recommendations that she finds in portfolios.   She has written a robust curriculum that teaches the fundamentals of investments, fees, taxes, estate planning, elder care and more.  The purpose of the organization is to help students develop critical thinking skills, converse intelligently with advisors, and make informed decisions.
 

 

 


Cost: No fee.

1.5 MCLE credits

 

There are no scheduled Workshops