Advanced RMD Techniques for High Net Worth Individuals 1 Credit
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The Secure 2.0 Act, passed in 2022, has brought significant changes to Required Minimum Distributions (RMDs), impacting high-net-worth individuals and their retirement planning. Under this Act, RMDs now commence at age 73 in 2023 and will gradually increase to age 75 by 2033. While this presents opportunities for extended tax deferral, it also introduces potential challenges for HNWI clients who may face higher tax brackets due to RMDs.
This CPE conference webinar, "Advanced RMD Strategies for High-Net-Worth Individuals," delves into effective strategies to shelter some or all of your high-net-worth clients' RMDs. Our expert speaker, Ilene Slatko, a seasoned entrepreneur and financial coach, will provide insights into the pros and cons of various strategies. You'll also gain valuable talking points to help your clients comprehend the advantages of each approach.
Key topics covered in this course:
Whether you're an experienced retirement planner or just starting on your retirement advisory journey, this online webinar will equip you with the knowledge and tools to manage your HNWI clients' expectations and optimize their financial and tax plans in light of the Secure 2.0 Act. Join us to stay ahead in the ever-evolving landscape of retirement planning for high-net-worth individuals.
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For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education.
Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development.
Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,
She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields.
Ilene is an alumna of Marietta College where she studied Drama, Speech, and English.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
SD
The objectives were covered, the presenter was easy to understand and I enjoyed being able to see the speaker.
CM
The advanced RMD webinar was a good refresher of a few things I’d forgotten.
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