FERS Insights: Social Security and Supplemental Annuity Strategies 1 Credit
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As you consider your retirement options, it's crucial to ask yourself: What are my financial goals for retirement, and how do Social Security and supplemental annuities align with these goals?
Social Security serves as the cornerstone of many retirees' financial plans, providing a steady stream of income during retirement years. However, understanding the nuances of Social Security, such as full retirement age (FRA), benefit computation, and the impact of early or delayed claims, is essential.
This CPE Course will explore supplemental annuities, an often-overlooked aspect of retirement planning that bridges the income gap between early retirement and FRA. By examining the intricacies of these benefits, you'll gain clarity on how they fit into your overall retirement strategy. By understanding the benefits, drawbacks, and implications of each option, you can make strategic decisions that will lead to a secure and fulfilling retirement.
This online CPE Course provides in-depth information on these major puzzle pieces and explains how they work together. Attendees will achieve a level of understanding and mastery of these financial components as they work towards a comprehensive retirement strategy Retirement Insights and continue to build their FERS retirement puzzle.
Join us as we uncover the keys to maximizing your retirement income through Social Security and supplemental annuities.
Key topics covered in this course:
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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.
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 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.
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.
Ms. Slatko always provides an informative presentation. Her knowledge of the subject matter, especially in annuities is most impressive. I recommend this seminar
LM
Very interesting and helpful information to know although I wish I had known about the preceding classes so I could have taken those before I took this one.
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