About the Program
This CLE covers QDRO basics, distinctions between different types of retirement plans and methods of division, and best practices to streamline the QDRO process and avoid malpractice.
Emily Johnson, Managing Director of Polaris Divorce Financial Strategies, is a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA). Emily 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, Emily 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, Emily 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. Emily 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.
This seminar qualifies for 1.0 MCLE credit hour.
This seminar is Intermediate Level.
Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, please use this course code: 177842ADO