Milwaukee · $179.00 per attendee

Thursday, September 7th 2017
Sheraton Milwaukee Brookfield Hotel
9 AM - 4:30 PM · 6 CLE Credits
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Stevens Point · $179.00 per attendee

Tuesday, September 12th 2017
Holiday Inn Hotel & Convention Center
9 AM - 4:30 PM · 6 CLE Credits
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Green Bay · $179.00 per attendee

Wednesday, September 20th 2017
Rock Garden Banquet & Conference Center
9 AM - 4:30 PM · 6 CLE Credits
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Racine · $179.00 per attendee

Wednesday, September 27th 2017
Racine Architect Hotel & Conference Center
9 AM - 4:30 PM · 6 CLE Credits
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Madison · $179.00 per attendee

Wednesday, October 11th 2017
Sheraton Madison Hotel
9 AM - 4:30 PM · 6 CLE Credits
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AGENDA

Divorce Financial Skills Workshop 2017

Presented by Grant G. Zielinski CDFA, Gerard G. Zielinski CDFA, and Lori Chrnelich from Divorce Financial Solutions, LLC. Milwaukee Wisconsin.

Registration & Breakfast: 8:00 AM – 9:00 AM

 

Morning Session: 9:00 AM – 10:15 AM

Introduction to DFS and Agenda for the Day

QDRO Pitfalls- Presented by Lori Chrnelich

a.  QDRO Expectations
b.  Plan Type and Legal Plan Name
c.  Award Amount Options
d.  Valuation Date
e.  Outstanding Loans
f.  Market Fluctuations
g.  Survivor Benefits
h.  Suggested MSA QDRO Language

Mid-Morning Break 10:15 AM – 10:30 AM

 

Mid-Morning Session: 10:30 AM – 12:00 PM

MSA Language

a.   Government Plans
b.   Circular Flow QDRO Distribution
c.   Stock Options
d.   Non-ERISA Plans
e.   Deferred Payment Arrangement (DPA)

Break for Lunch on Your Own: 12:00 PM – 1:00 PM

 

Afternoon Session Break Out #1 (Beginner): 1:00 PM – 2:30 PM

Identifying and Valuing Assets

a.  Reading / Identifying Plan Statements
b.  Valuing Assets
c.  Offset or Divide

Afternoon Session Break Out #2 (Advanced): 1:00 PM – 2:30 PM

Maintenance Buyout Calculations and Implementation

a.   How and Why
b.   Assumptions Used
c.   Sample Calculations

Afternoon Break 2:30 PM – 2:45 PM

 

Afternoon Session Break Out #1 (Beginner): 2:45 PM – 4:30 PM

Identifying and Calculating Different Types of Income

a.   Pay Stubs
b.   W-2s, K-1s, Tax Returns
c.   Social Security Statements

Afternoon Session Break Out #2 (Advanced): 2:45 PM – 4:30 PM

Government Plans – Military and FERS/CSRS

a.   Military Issues
b.   FERS/CSRS Issues
d.   Division of Government Plans

SPEAKER BIOS

Grant G. Zielinski, CDFA

Portrait_Grant

Grant G. Zielinski is a Certified Divorce Financial Analyst (CDFA), at Divorce Financial Solutions, LLC in Milwaukee Wisconsin. Grant and his father, Garrick Zielinski, created Divorce Financial Solutions, LLC in 2005 to help attorneys and their clients make well informed financial decisions incident to divorce. He serves on the board of the Collaborative Family Law Council of Wisconsin (CFLCW), and is member of the Wisconsin Association of Mediators (WAM).

Email Grant Zielinski

Gerard G. Zielinski, CDFA

Portrait_Gerard

Gerard G. Zielinski is a Certified Divorce Financial Analyst (CDFA) at Divorce Financial Solutions, LLC in Milwaukee, Wis. Gerard has been working at DFS since 2007 and has been involved in the drafting of over 3,000 Qualified Domestic Relation Orders (QDRO). Gerard received his bachelor’s degree in business finance from the University of Wisconsin – Milwaukee in 2008. He is also a member of the Collaborative Family Law Council of Wisconsin (CFLCW) and the Institute for Certified Divorce Financial Analysts, Inc.

Email Gerard Zielinski