Rethinking Social Security: Helping Your Clients Make Sense (and Cents) of Potential Changes 1 Credit
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Social Security was first signed into existence by President Roosevelt in 1935 as a safety net following the Great Depression. In the decades since, many of the original calculations underlying it have changed. No, longer do we have the numbers of workers paying into the system, additional beneficiaries have been added, and the average retiree lives far longer than was the norm in 1935. These factors have contributed to the dire financial health of the social security system in general, and the trust fund, in particular.Â
Long considered the third rail of politics, politicians since the 1970s have refused to find a solution. Now, it is clear that changes have to be made. There is no shortage of proposed bills (6 or 7, at last count, are floating around although few stand any chance of being brought to a vote). As politicians weigh in on how to fix Social Security, one thing is clear: our current system WILL change. It's the HOW and the resulting IMPACT that is unknown.
Your clients, both working and retired, have questions. How will my income change? How will my taxes change? Will I be able to rely on social security benefits for myself?Â
You have an opportunity to add value to clients by initiating these conversations and helping them think through their options. All of us are rethinking social security and wondering how we will be impacted; you will appreciate this course for its focus on the items your clients want and need to know.
This CPE Finance Webinar looks at the tax and financial implications of potential changes. We’ll then explore ways to plan and stay financially healthy despite the potential changes. Â
This course is led by Ilene Slatko, a speaker and serial entrepreneur who currently 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:Â
Whether you are a financial or accounting professional or are curious about your planning, this CPE webinar will inform and instruct you regarding a social security reckoning.
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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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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.
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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.
KS
Class was very interesting. Was not a subject I was familiar with and I learned a lot. The instructor was interesting and very knowledgeable.
PS
This was an interesting topic for me and one that I think most people are not knowledgeable about. I was glad to see if offered.
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