This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
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
Join this CPE webinar 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.
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.
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
Ilene's classes are always excellent. She has a great way of making complex topics understandable and boring topics interesting.
MM
Informative course which was well presented. I would recommend it.
YL
As always, up-to-date information just in time for all.
DC
Good summary data
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