Estate Planning Strategies to Navigate Divorce Financial Challenges 1 Credit
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For some, divorce can be a time of discovering new opportunities and potential. For many, however, despite whatever ultimately comes out of divorce, the emotional and financial trauma takes a toll.
Financial trauma, or the lack of feeling safe and stable, impacts our thoughts and our actions. While this lack of stability can be resolved, the process of navigating these challenges can be years long. When a marriage ends, life for both spouses often feels overwhelming. Many find it takes two to three years to feel ‘like themselves fully’.
This 1-hour CE/CPE course provides in-depth information on the strategies and issues regarding estate planning after a divorce. The goal is for you to bring value-add to your clients, especially when they are most vulnerable. New estate plans must be drawn up regardless of how divorce impacts the spouses. In this course, we’ll look at various asset classes and discuss titling, beneficiary designations to reduce or eliminate estate tax (and possibly probate), and a review of the estate planning documents needed.
This CPE Course is led by Ilene Slatko, a speaker and serial entrepreneur who currently provides financial education programs and coaches clients through the long list 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.
Major Topics Covered:
Join this CPE Course to cover all the basics about handling your Estate Plan after a divorce.
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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 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.
HM
Ilene Slatko consistently delivered the highest quality, most engaging and informative content. I am excited for this new series on divorce. Thank you for this offering.
LM
Great course! The information provided was very helpful, easy to understand and applicable.
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