Demystifying Pension Plan Valuations

Tuesday, 24 May 2022 1:00 PM - 2:00 PM EDT

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Tuesday, 24 May 2022 1:00 PM - 2:00 PM EDT

The presentation will include a sample plan valuation and show how the “bottom line” valuation can differ with changes in appraiser assumptions.

Participants will learn:

  • How to quickly identify when a valuation is necessary
  • What variables are left to the Appraiser’s discretion and their impact on the final value
  • What documents are required to complete a valuation
  • How the Bang’s Formula (Coverture Fraction) is used in Pension Valuations

The full presentation and recording will be available to all participants three days following the presentation.

Great advice for attorneys who deal with the tax ramifications of divorce & strategic financial planning.”    

Past Seminar Attendee

 

 

 

Faggio Financial LLC

www.divorce-finances.com

With significant and frequent interest rate movements, it is imperative that family law attorneys understand the rational of the appraisal for choosing a discount (interest) rate in their calculations. This webinar was designed for Family Law attorneys and will focus on the two methods of dividing of Pension Plans in divorce situations and and the significant impact that an increase in discount (interest) rate will have on the valuation.

Contact the Organizer

Learn more aboutJohn Faggio, CPA, CFP, CDFA John Faggio, CPA, CFP, CDFA
John Faggio, CPA, CFP, CDFA
Certified Divorce Financial Analyst
Faggio Financial LLC

As a Certified Divorce Financial Analyst, John has specialized training in the financial, tax and legal aspects of divorce. With 25 years of public accounting experience, he is well versed in and understands the intricate tax implications of divorce settlements. John uses state of the art software to provide all parties with detailed reports that show the financial impact of any given settlement proposal on each spouse. He also has extensive experience in the Federal Employee Benefit marketplace as he was the former Executive Director of an Employee Benefit Association that provided supplemental benefits to DoD Employees. John held Top Secret Security Clearance during his tender from 1996-2004. Since 2015, Mr. Faggio has conducted a number of seminars and webinars to attorneys, mediators, and CPAs in the financial, tax, and strategic matters of divorce.

https://www.divorce-finances.com

About John Faggio, CPA, CFP, CDFA

Certified Divorce Financial Analyst
Faggio Financial LLC

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