Ethics and Best Practices of the Financial Affidavit and Dividing Retirement Plan Benefits in Divorce
featuring Emily A. Johnson, CFP, CDFA
Polaris Capital Advisors, LLC
presented by the
South Carolina Bar-Continuing Legal Education Division
Live at the
Bar Conference Center
About the Seminar
This program qualifies for 2.0 MCLE credit hours, including 2.0 LEPR credit hours.
This two hour program will give you a comprehensive understanding of financial declarations, as well as retirement plan benefits and Social Security benefits in divorce.
The financial declaration is often the central document in a divorce proceeding. The first half of the presentation addresses the use of the financial declarations, how to address challenges the current economy places on clients completing the financial declaration, and implications of inaccurate representation short term and long term.
Part two of this program will focus on understanding and dividing retirement plan and Social Security benefits. During this presentation, Ms. Johnson will address types of retirement plans, methods of division, tax implications, and division pitfalls to avoid; types of annuities, methods of division, tax implications, division pitfalls, and cash flow strategies; and Social Security, including retirement, death, and disability, and the impact of divorce on both parties’ benefits, and strategies for utilizing these benefits in cash flow analysis.
11:30 am Registration
12:00 pm Program Begins / Lunch
2:15 pm Adjourn
About the Presenter
Emily Johnson, Managing Director of Coastal Divorce Financial Strategies, is a Certified Financial Planner (CFP) and a Certified Divorce Financial Analyst (CDFA). Johnson has assisted spouses and their attorneys navigate the complex financial aspects of divorce, whether litigated, mediated or collaborative, throughout the Southeast coastal region. Her areas of expertise include pre- and post-divorce financial planning, settlement analysis, the illustration of short and long-term settlement implications, pension valuation and Qualified Domestic Relations Order preparation. In addition to her CFP and CDFA certifications, Johnson also holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. She is a Plan II Honors graduate of The University of Texas at Austin and earned her MBA in International Finance from the Moore School of Business at the University of South Carolina. Prior to entering the world of personal financial consulting, Johnson worked in Investment Banking and Leveraged Finance for Wachovia Securities in Charlotte and as a Private Banking Associate for Credit Suisse First Boston in New York City and London. Johnson has completed multiple Family Collaborative Law Practice trainings and advanced Collaborative coursework, advanced divorce financial analysis coursework, and training in the area of Qualified Domestic Relations Order preparation and troubleshooting, and has presented numerous seminars at local civic groups, colleges and distance learning institutions on the financial aspects, ethics and common financial pitfalls occurring in divorce.