Omnibus Budget Bill Guide for Financial Planners 1 Credit
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The end of 2022 saw the passage of the 4155-page Omnibus Bill. Included in this bill is the Secure 2.0 Act, an update to and a refinement of the original Secure Act passed in 2019.Â
Secure 2.0 is a comprehensive attempt at encouraging retirement plan participation by addressing concerns of both students debt-saddled and low- to mid-income workers who might otherwise be unable to fund retirement or savings, and employees who haven't yet enrolled, or who haven't participated fully, by changing the system to opt-in vs. opt-out retirement plan participation.Â
This legislation rolls out most of the changes over the next few years, although some items will be operational in 2023. Advisors have an opportunity to add value to clients by understanding these changes and helping clients prepare for them. While not exhaustive in its coverage, you will appreciate this course for its focus on the items your clients want and need to know.
This CPE Finance webinar will highlight high-level aspects of the new Act. The goal is to bring value-add to your clients. Â Whether you are a financial or an accounting professional, this course will inform and instruct you regarding the Secure 2.0 Act contained in the December 2022 Omnibus Bill.
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.
Key topics covered in this webinar are:
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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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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.
JS
Very informative
PS
A very good overview of the important aspects of Secure 2.0 as it relates to retirement and savings planning. There are many changes that the instructor did a very good job of reviewing and she hit the high points within the hour. Good material to have.
Dec 16, 09:00 AM ET
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