myCPE
myCPE

Federal Retirement Plan in Divorce - Strategies and Issues 1 Credit

Dec 12, 2024, 11:30 AM ET

Federal Retirement Plan in Divorce - Strategies and Issues 1 Credit

  • Rating

    4.8
  • Published on

    July, 2024
  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Dec 12, 2024, 11:30 AM ET

Learning Objective

  • Identify key benefits of the FERS retirement package and how a divorce could impact them for the non-federal spouse.
  • Understand what paperwork the court must provide for a divorcing spouse to maintain retirement benefits.
  • Introduce strategies to maintain income in retirement for a non-federal spouse.
  • Identify issues both spouses must be aware of in a FERS-covered divorce.

Course Overview

When federal employees divorce, specific spousal protection rules may apply depending on the format of the divorce paperwork generated by the court. 

Because these protections may come at the expense of a current or potential new spouse, it is important to help clients understand the strategies and issues at the beginning of the divorce process.

When a marriage ends, life for both spouses can feel overwhelming. Many find it takes two to three years to feel ‘like themselves fully’. Help to ensure that your clients understand the implications of divorce as civil servants and know what steps to take to protect themselves and their potential future family, regardless of whether they or their spouse is a federal employee.

This 1-hour CE/CPE course provides in-depth information on the strategies and issues surrounding a divorce when one or both spouses are federal employees. The aim is to equip you with the knowledge and tools to bring significant value to your clients, especially when they are most vulnerable. We will discuss the various topics of critical decision-making that affect these divorces, those which are pertinent, especially within the FERS benefits package. This CPE Course, led by seasoned expert Ilene Slatko, offers financial education and coaching for estate and divorce, drawing from over 30 years of industry experience.

Key topics covered in this course:

  • Spousal Protection Rules
  • Divorce Implications for Spouses
  • Strategies for Divorce
  • Federal Employee Benefits
  • Financial Planning Guidance

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.

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!

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

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.

About Instructor

Ilene Slatko
Ilene Slatko

Principal, DSS Consulting

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

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. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Ratings and Review

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

LM

Lisa Mcnally, CDFA

Very informative and helpful course.

LC

Lorraine Calcote, CDFA

The information was very good but examples and case studies mught have helped bring it to life

Recommended Courses

Converting IRAs to Indexed Universal Life Pros and Cons

Dec 12, 10:00 AM ET

  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Dec 12, 11:00 AM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Federal Retirement Plan in Divorce - Strategies and Issues

Dec 12, 11:30 AM ET

  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CDFA
  • CAP
SEPs, SIMPLEs and Individual 401(k)s

Dec 12, 04:00 PM ET

  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Retire Right: Mastering the Art of Holistic Financial Planning

Dec 13, 01:00 PM ET

  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Roth Conversions

Dec 13, 02:00 PM ET

  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • CSA
  • Maryland Tax Preparer
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CFIRS
  • CWS
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
Jack purchased a subscription.
Subscribed
Antonio purchased a subscription.
Subscribed
Jeanne purchased a subscription.
Subscribed
Dennis purchased a subscription.
Subscribed
Julia purchased a subscription.
Subscribed
Darryl purchased a subscription.
Subscribed
Kristen purchased a subscription.
Subscribed
SHAMEEM purchased a subscription.
Subscribed
Amy purchased a subscription.
Subscribed
Morgan purchased a subscription.
Subscribed
Hunter purchased a subscription.
Subscribed
Dennis purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Brad purchased a subscription.
Subscribed
Rhonda purchased a subscription.
Subscribed
Scott purchased a subscription.
Subscribed
Dawn purchased a subscription.
Subscribed
Scott purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Valerie purchased a subscription.
Subscribed
Kathy purchased a subscription.
Subscribed
Phuong purchased a subscription.
Subscribed
Lokesh purchased a subscription.
Subscribed
Jolene purchased a subscription.
Subscribed
Keely purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Adaora purchased a subscription.
Subscribed
Lisa purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
Sandra purchased a subscription.
Subscribed
Andrew purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Ann purchased a subscription.
Subscribed
Brigid purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Wayne purchased a subscription.
Subscribed
Esther purchased a subscription.
Subscribed
Sergio purchased a subscription.
Subscribed
Yannis purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Bobby purchased a subscription.
Subscribed
joseph purchased a subscription.
Subscribed
Logan purchased a subscription.
Subscribed
Dorothea purchased a subscription.
Subscribed
Nicoleta purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Kyle purchased a subscription.
Subscribed
Donald purchased a subscription.
Subscribed
Mustafa purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Joanne purchased a subscription.
Subscribed
Anas purchased a subscription.
Subscribed
Jeremy purchased a subscription.
Subscribed
Timmy purchased a subscription.
Subscribed
Timothy purchased a subscription.
Subscribed
Leo purchased a subscription.
Subscribed
Sean purchased a subscription.
Subscribed
Alissa purchased a subscription.
Subscribed
Terry purchased a subscription.
Subscribed
Jonathan purchased a subscription.
Subscribed
Harold purchased a subscription.
Subscribed
Riley purchased a subscription.
Subscribed
james purchased a subscription.
Subscribed
ROBERT purchased a subscription.
Subscribed
Beena purchased a subscription.
Subscribed
Josh purchased a subscription.
Subscribed
Oscar purchased a subscription.
Subscribed
Nishant purchased a subscription.
Subscribed
simon purchased a subscription.
Subscribed
CHARLES purchased a subscription.
Subscribed
Tony purchased a subscription.
Subscribed
Ina purchased a subscription.
Subscribed
Rose purchased a subscription.
Subscribed
Jamie purchased a subscription.
Subscribed
Ivan purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
robert purchased a subscription.
Subscribed
Tamara purchased a subscription.
Subscribed
Anne purchased a subscription.
Subscribed
Kathy purchased a subscription.
Subscribed
MINYU purchased a subscription.
Subscribed
Theresa purchased a subscription.
Subscribed
Peter purchased a subscription.
Subscribed
paul axberg purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Pearl purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Alina purchased a subscription.
Subscribed
Beth purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
robert purchased a subscription.
Subscribed
Dan purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Hardik purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Walter purchased a subscription.
Subscribed
Tarin L purchased a subscription.
Subscribed
Dave purchased a subscription.
Subscribed
Jesse purchased a subscription.