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Divorce and Strategies for Social Security, Retirement Plans, and Pension Elections
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3/7/2017
When: March 7, 2017
5:00 pm
Where: Springfield Country Club
400 W. Sproul Road
Springfield, PA 
Contact: Donna Willis
610-565-3800

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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.

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