https://sfvba.org/

Retirement Asset Discovery: Breaking the 7-Year Wall: 1 Hour MCLE (General) | On-Demand CLE

  • Home
  • Retirement Asset Discovery: Breaking the 7-Year Wall: 1 Hour MCLE (General) | On-Demand CLE

Share this program:

On-Demand CLE

Retirement Asset Discovery: Breaking the 7-Year Wall

1 Hour MCLE (General)

Share this program:

Register now for immediate access to this program.

Register Now

Already Registered?

Login
Price

$17 for SFVBA Members
$34 for SFVBA Non-Members

60 minutes
Date Published

May 18, 2026

Publisher

San Fernando Valley Bar Association

Subjects

Family

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call (818) 227-0490 (M-F, 9am-5pm PT) or e-mail customer service.

Summary

Retirement Asset Discovery: Breaking the 7-Year Wall webinar teaches divorce attorneys a structured, three-step approach to obtaining complete retirement plan data when administrators claim records older than seven years don't exist. Participants learn the specific subpoena language that shifts responses from partial to complete production, client self-help downloads that bypass retention walls entirely, and alternative reconstruction methods using IRS transcripts and mortgage files. The program covers provider-specific procedures for Fidelity, Vanguard, Empower, and TIAA.

SWOD-27726

Expand summary
back to top

Presenters

Denisa Tova-Liebman, MBA, CFP
Founder - TOVA QDRO & Retirement Valuators

Leading authority in retirement asset division and the founder of TOVA QDRO & Retirement Valuators (TOVA), a firm... Read More

back to top

Program Titles and Supporting Materials

This program contains the following components:

Media Files
Video Presentation
Downloadable Files
Client Guide
Presentation Handout
Discovery Intake Form
Retirement Asset Discovery Handbook
TOVA Subpoena Letter Templates
back to top

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

back to top

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

YOU MAY ALSO BE INTERESTED IN...

Surrogacy Law Overview

On-Demand CLE

Oct 24


©2026 San Fernando Valley Bar Association - All Rights Reserved

21200 Oxnard Street, #668 | Woodland Hills, CA 91365 | Phone (818) 227-0490 | SFVBA Social Media & SMS Policy