TOPIC: Divorce and Strategies for Social Security, Retirement Plans, and Pension Elections
SPEAKERS: Lyn B. Schoenfeld, Esq. of Schoenfeld, Surkin, Chupein & DeMis, PC in Media, PA and
Matthew Morley, Esq. of KLM Attorneys, LLC in West Chester, PA
Our program will examine significant issues concerning retirement planning strategies for clients facing divorce. Topics covered will include a discussion of Social Security benefits; benefits under defined benefit, defined contribution, Qualified plans, and non-Qualified plans; use of survivorship; choice of joint and survivor annuities; election of lump sum vs. annuity payouts, and deferred compensation.
To be assured a reservation please complete the form below and mail to: DCEPC, PO Box 2083, Media, PA 19063 with check payable to DCEPC or register on line at dcepc.org in the events section. Questions, call Donna Willis at 610-565-3800 x 5.