Lili is speaking at National Conference Event in Chicago
April 20-21, 2020 | Westin Chicago River North
Join us in Chicago for the industry’s premier retirement planning conference
This two-day conference will provide clients and investors with a forum to acquire knowledge for retirement income solutions and personalized investing advice.
Breakout Session B: Gray divorce April 21, 2020
Research shows Americans who divorce are more likely to be unprepared for retirement as more expensive living costs translate to fewer saved dollars. Divorcing when close to retirement – a trend on the rise known as gray divorce – can be especially challenging because there’s less time to make up for assets lost in a divorce. And changes to U.S. tax rules last year made alimony even more expensive for those on the paying end, which will likely have implications for those on the receiving end. Two advisers specializing in divorce address clients’ best moves given the tax changes, housing issues related to ownership vs. rentals, social security benefits and other situations they’ve tackled with divorcing clients.