Beneficiary Planning After Divorce 1 Credit
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When a marriage ends, life for both spouses can feel overwhelming. Many find it takes two to three years to feel ‘like themselves fully’. During those years, however, decisions need to be made to secure the individual spouse’s financial security, including taking the proper steps to ensure that estate planning reflects marital and other changes.
Beneficiary elections are integral to estate planning. Used properly, these elections can reduce the size of a taxable estate, speed up the distribution of assets, and convey final wishes. Post-divorce planning and execution should allow for discussions about beneficiary elections to determine the precise wishes of the individual. Although advisors frequently caution newly divorced spouses to refrain from making hasty purchases or changes, reviewing beneficiary designations should occur sooner rather than later in the post-divorce process.
This one-hour CE/CPE course provides in-depth information on beneficiary use and its importance in the post-divorce process. You aim to add value to your clients, especially when they are most vulnerable. We will introduce the various ways these elections can transfer property and discuss the critical importance of bringing these up to date after a marriage ends.
This Course is led by Ilene Slatko, a speaker and serial entrepreneur who offers financial education and coaching for estate and divorce processes. With 30+ years in the financial industry, she is a trusted resource for professionals.
Key topics covered in this course:
Join this CPE Course, regardless of the channel you use to advise clients, it will give you the tools and knowledge to be a valuable resource for them.
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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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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.
LM
Very interesting and helpful material. The checklists are very helpful.
MP
Great info and I really enjoy listening to this instructor.
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