Taking command of your career and retirement assets is key to fostering peace of mind as you navigate your professional journey. The components of the FERS puzzle are intricately designed to complement each other, offering a robust retirement outlook when appropriately utilized.
FERS coverage excludes military personnel and state or local government employees. Retirement benefits are sourced from three main sources: the basic benefit plan, Social Security, and the Thrift Savings Plan (TSP).
This CPE Course on Estate Planning delves into the foundational elements of your retirement puzzle, emphasizing the importance of comprehensive generational planning. While less directly tied to FERS, our discussion on estate planning enriches prior dialogues on Wills and Trusts, addressing titling, personal property, and other vital considerations for asset distribution. In this course, we finalize the construction of each participant's FERS retirement blueprint.
Key topics covered in this course:
Join this CPE webinar, which will equip you with the tools and knowledge necessary to navigate financial decisions effectively and ensure a prosperous future.
Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!
Principal, DSS Consulting
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.
Course Level
Credits
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Ms. Slatko is an accomplished presenter. She established a conceptual framework for the estate and trust issue including a very comprehendible and thorough explanation of per stirpes and per capita clauses in wills. One suggestion is that she spend more time on AB marital trusts, not only in explanation but also application. The time allotted was too short for such an important area. Not a Biden style explanation, but a bit confusing, was her narrative on the AB trust area. On balance, a VERY well-done narrative. I will look forward to updates on her first 7 in the series.
JP
The instructor mentioned that this was part of a larger series dealing with retirement issues. Would lo09ve to have a 4 or 8 hour course related to this. The instructor is great.
MB
Nice overview course that serves as a guide for Federal civil servants to compile benefits and conduct estate planning.
PP
The instructor was very thorough. Excellent presentation.
JS
Great info. Love this presenter!!
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