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Omnibus Budget Bill 2024: Update for Financial Planners 1 Credit

Omnibus Budget Bill 2024: Update for Financial Planners 1 Credit

  • Rating

    4.6
  • Published on

    February, 2024
  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
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Dec 20, 2024 | 02:30 PM ET

Learning Objective

  • To provide a high-level refresher for the Secure 2.0 Act 
  • To explain specific components of the Act that relate to savings and retirement
  • To review the 2024 and 2025 provisions of the Secure 2.0 Act
  • To discuss key changes for individual taxpayers and how taxes and financial planning will be affected
  • To analyze key changes for businesses that currently offer retirement plans or those that may offer retirement plans in the future

Course Overview

A year ago, the Omnibus Bill, spanning 4155 pages, was enacted into law. Within this December 2022 legislation, the Secure 2.0 Act was introduced, serving as both an update and refinement of the original Secure Act from 2019.

Given that the Secure 2.0 Act features provisions unfolding gradually, this webinar serves as a comprehensive review of its overall components. It also offers insights into specific provisions set to take effect in 2024 and 2025. Advisors can enhance their value to clients by grasping these changes and aiding clients in preparing for them. While not exhaustive in coverage, this course prioritizes the information your clients genuinely want and need.

We'll pinpoint provisions changing and those slated for modification in 2025. Additionally, we'll shed light on tax provisions expected to expire in 2025 and the implications for your clients.

This CPE Finance Webinar delivers both a high-level refresher and an in-depth exploration of the Act's specific facets changing, especially focusing on the financial and tax implications. Whether you're a financial or accounting professional, this program will keep you informed and guide the Secure 2.0 Act and its forthcoming provisions in the next couple of years.

Major topics covered

  • Provide a high-level refresher for the Secure 2.0 Act 
  • Specific components of the Act that relate to savings and retirement
  • To review the 2024 and 2025 provisions of the Secure 2.0 Act
  • Key changes for individual taxpayers and how taxes and financial planning will be affected
  • Key changes for businesses that currently offer retirement plans or those that may offer retirement plans in the future

Join this CPE webinar led by Ilene Slatko, a speaker and serial entrepreneur, who currently provides financial education programs and coaches clients working through the long tail of administrative and financial tasks involved in the estate and divorce process. She spent over 30 years in the financial industry and has long been a resource for financial and accounting professionals.

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Finance for CPA in Canada
  • 1 CE Credit of General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 322802)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Finance for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Financial Accounting and Reporting for Certified Treasury Professional (CTP)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit of Finance for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Finance for Certified Investment Management Analyst (CIMA) (Approval No. 24MYCPE001)

    Valid upto : Dec 31, 2024

  • 1 CE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 24MYCPE001)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 1 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
  • 1 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 PL Credit of Finance for CIPM
  • 1 CE Credit of Finance for Chartered Advisor in Philanthropy (CAP)
  • 1 CE Credit of Finance for Retirement Management Advisor (RMA) (Approval No. 24MYCPE001)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
  • 1 CPD Credit for CPA - Ireland
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)

  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit of Finance for CPA in Canada
  • 1 CE Credit of General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 322802)

    Valid upto : Dec 31, 2024

  • 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1 CE Credit of Finance for Chartered Financial Consultant (ChFC)
  • 1 CE Credit of Financial Planning and Analysis for Certified Treasury Professional (CTP)
  • 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountant - ICAEW
  • 1 CE Credit of Finance for Retirement Income Certified Professional (RICP)
  • 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • 1 CE Credit of Finance for Financial Services Certified Professional (FSCP)
  • 1 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
  • 1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
  • 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
  • 1 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
  • 1 PL Credit of Finance for CIPM
  • 1 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
  • 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

Additional Information

Credits

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

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

4.6

Excellent

Very Good

Average

Poor

Terrible

Owen Mccafferty
Owen Mccafferty, CPA (US)

Excellent speaker for this topic. The administration of the polls was lacking timeliness. Not sure if it was the speaker or my ole buddy, Sean. Either way, the seminar was most informative and enjoyable

KS

Kate Shimabukuro, CFP® (US)

Ilene's classes are always excellent. She has a great way of making complex topics understandable and boring topics interesting.

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.

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