NJSBA Family Law Section

Good afternoon Family Law Section members,

On Monday, Nov. 14, NJICLE in cooperation with the NJSBA Family Law Section will present Webcast- Financial Aspects of a Divorce: An Essential Guide to Achieving the Best Result from 10 a.m. to 1:35 p.m.

This webinar will cover the basic rules of Social Security planning, as well as discuss the myriad of changes impacting those in retirement. The panelists will discuss specific filing strategies available to maximize eligible benefits. Social Security benefits that will be discussed include spousal, survivor, child, divorce, strategies unique to business owners, strategies for high-net-worth individuals and how to find your “Social Security Sweet Spot” (your optimal filing strategy). Many case examples will be used as a format to detail how to maximize eligible Social Security benefits so that filers do not leave any money on the table!

This multi-faceted and informative program will also address why taxes are different in the working years versus retirement years and cover topics such as RMDs (required minimum distributions), Social Security and Medicare premiums, as well as the common pitfalls and biggest mistakes retirees make in retirement.

FACULTY
Moderator/Speaker:
Ash Ahluwalia, CFP, MBA
Head of Social Security Planning
OneTeam Financial, Cranford

Speakers:
Greg Dillon, CFA, CFP, CLTC
Managing Partner, Head of Wealth Management and Retirement Income Planning
OneTeam Financial, Cranford
Sandra Fava, Esq.
Partner, Fox Rothschild, Morristown

TOPICS
• An understanding of the basic rules governing Social Security
• A review of the spousal, survivor, child, divorce, and other important rules
• Specific strategies available to maximize eligible Social Security benefits
• Strategies to minimize the taxation of Social Security benefits
• An understanding of the basic structure of income taxation in retirement
• A review of changes sparked by recent tax law changes: Tax Cuts and Jobs Act, Secure Act
• Specific strategies available to diversify taxable income sources
• Avoiding the major pitfalls that retirees face regarding their taxes

CLE Credits:
NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.0 hours of total CLE credit.
NJ CLE: This program has been approved for 4.0 credits (50 minute hour)
PA CLE: 3.0 substantive credits pending ($12 fee – separate check payable to NJICLE must be submitted at the end of the program)
NY CLE (t&nt): 4.0 professional practice credits

The tuition for Section members is $143. The tuition for NJSBA members is $152. The general tuition is $190.

Click here to register for Webcast- Financial Aspects of a Divorce: An Essential Guide to Achieving the Best Result.

For questions or to register by phone, please contact an association representative at 732-214-8500, or by email at [email protected].

All the best,
Barb

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Barbara Straczynski
Director of New Media and Promotions
New Jersey State Bar Association
New Brunswick NJ
(732) 937-7524
[email protected]
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