The Transitional Support Advisor serves as a relationship manager to help clients regain their financial footing, and also makes appropriate referral introductions based on each client’s specific needs.
Jacksonville, FL (PRWEB) April 21, 2016
QDRONOW.com founder Dr. Robert Hetsler Jr., J.D., CPA, CVA, FCPA, CFF, MAFF, CMAP, has been invited to speak at the Financial Planning Association of Georgia’s 2016 Regional Symposium, which will take place on May 12 at Atlanta’s Cobb Galleria.
QDROnow.com specializes in preparing QDROs for divorce attorneys across the country, and recently entered into a referral relationship with LionsBridge Wealth Management, LLC, which utilizes Charles Schwab & Co. as their primary custodian to provide divorcing clients with access to timely financial management expertise regarding their qualified retirement accounts.
During his talk, Dr. Hetsler will reveal 10 common mistakes that many attorneys make during the preparation of their clients’ divorce settlement agreement. He will also highlight why attorneys should partner with a divorce “Transitional Support Advisor”, who is an independent professional with a broad background of expertise in multiple disciplines, including legal, accounting and finance, and has the knowledge, experience and national referral connections to both understand and assist divorcing clients; especially if they are the non-financial spouse.
“The Transitional Support Advisor does not provide legal advice, since that is clearly the role and responsibility of the attorney,” commented Dr. Hetsler, who created and introduced the Transitional Support Advisor concept in an article earlier this year published on QuickBuzzRead.com. “Rather, he or she serves as a relationship manager to help clients regain their financial footing, and also makes appropriate referral introductions based on each client’s specific needs. Ideally, this is also the same professional who provides professional services to a client during their divorce, as this capitalizes on an existing relationship”.
As the world’s first Transitional Support Advisor, Dr. Hetsler’s rare skill set enables him to value a business, identify hidden assets, determine the income of self-employed spouses, offer expert witness testimony, provide financial planning, and make referrals to insurance providers. As a licensed real estate agent, he also provides direction on the purchase or liquidation of real estate. Unless trial testimony is required, Dr. Hetsler can function as Transitional Support Advisor remotely, and therefore ensure that each client -- regardless of where they are located -- receives the full benefit of personal relationships with insurance agents, realtors, money managers, insurance agents, auto insurance, tax professionals, and any other type of professional both during and after their divorce.
For more information on the Financial Planning Association of Georgia’s 2016 Regional Symposium, including online registration, visit the organization's website.
For all other information, including media inquiries, contact Dr. Hetsler at 844-234-QDRO (7376) or email Robert(at)qdronow(dot)com.
QDROnow.com is a wholly-owned division of Qualified Intermediary Capital Advisors. The company is led by Dr. Robert Hetsler Jr., J.D., CPA, CVA, FCPA, CFF, MAFF, CMAP, who has been preparing retirement division orders for over a decade. Dr. Hetsler is a financial specialist in the division of retirement and pension accounts in divorce cases. Because of his unique set of financial skills, Dr. Hetsler is often called upon during divorce proceedings by attorneys and mediators nationwide to provide expert assistance in the division of retirement accounts. He has testified as an expert witness in divorce cases involving the valuing of retirement and pension accounts. He has also been retained to provide pension valuations and prepare qualified domestic relations orders (QDRO’s) for 401(k) accounts, military retirement divisions, pensions, 403(b) accounts, FERS, non-qualified plans and many other types of retirement accounts in thousands of divorce cases.
Learn more at https://www.qdronow.com.