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Selecting a Return Rate - Investment Theory and Rate of Return Considerations in

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A knowledge of Rate of Return theory and application is important when you have issues to:
        1.    Impute income to investment assets to determine support;
        2.    Apply a discount rate for lump-sum buy outs of spousal support or assets;
        3.    Determine amount of life insurance as secutity for support;
        4.    Determine whether a party can maintain Marital Standard of Living from their assets.
The program provides a general overview of investment concepts, the factors considered and case authority. With this understanding follows the different approaches for determining rates of return. Visual charts and examples of the different methods are provided to supplement the written materials. The pros and cons of the concepts and approaches are shown is various case studies. Invest an hour to enhance your ability to negotiate your case or examine the experts.



 Presenter:  Seth L. Kaplan, CFP,  CDFA,  CPWA, MAFF

This presentation is approved for  1 hour of specialization and recertification credit in family law and MCLE credit. 

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3/22/2019 » 3/24/2019
2019 ACFLS 27th Annual Spring Seminar in Rancho Mirage, CA