Introduction to Estate Planning

  • Accountant
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Despite gains in labor participation over the last few decades, women continue to experience a gender pay gap which impacts the income stream available to save, spend, and invest at rates comparable to men. Retirement and other long-term investment goals suffer, as a result.

Unfortunately, the pandemic has reversed key trends in women-owned businesses and their labor participation rates overall. Studies continue to show that financial literacy is a cornerstone of economic stability and despite gains in other areas of life, women of all ages still report looking to someone else for assistance in understanding and guiding their finances.

In a perfect world, all of us would understand money and how to best make it work towards our goals. Unfortunately, many of us feel uncertain about both the skills and knowledge necessary to reach financial empowerment. This cornerstone of financial empowerment is what the Women and Their Money series are built around, and this session helps participants focus on the ultimate in financial planning: estate planning.

This CE/CPE course by Ilene Slatko reviews those pieces of your long-term financial puzzle that are found in good generational planning.

The estate planning information we discuss here will deepen your understanding of Wills and Trusts and discusses titling, personal property, and other considerations when planning to leave assets to beneficiaries. Using historic families as examples of those who have both successfully and unsuccessfully managed to enrich their future generations, we will discuss concrete steps to take today to begin a successful wealth and values transfer of your own.

This CPE course builds on the groundwork we established in previous Women and Their Money sessions and provides a roadmap for steering your own financial life and impacting and strengthening future generations’ financial health, as well. As in our previous 7 sessions, this program is full of actionable ideas.

Wherever you are in your understanding and mastery of your financial life, this CPE Finance webinar will give you the tools and knowledge to make the choices necessary to have a successful financial future.

Check out our certificate courses to give you in-depth knowledge on Estate Planning: Estate Planning (Fundamental) | Estate Planning Specialists for IRAs.

Learning Objectives

  • To identify testate and intestate and why it matters.
  • To explain how to utilize your power in estate planning.
  • To analyze generational wealth planning and different types of Trusts that can be employed.
  • To discuss the power of values in generational wealth planning.
  • To finish building your puzzle towards financial empowerment.

Recommended For

  • This Online CPE webinar is recommended for CPA(US), CFA, CIPM, CVA, CBA/MCBA, ChFCA, CASL, ChSNC, RICP, WMCP, FSCP, PFS, TEP, CSA, CFIRS, CWS, Finance professionals, Business owners, and Financial Consultants who want to understand everything about Estate Planning and Decision Making.

Who Should Attend?

  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Senior Advisor
  • Certified Valuation Analysts
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Personal Financial Specialist
  • Personal Financial Specialist (PFS)
  • Trust & Estate Specialist
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookeeper
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Gift And Estate Planning for Certified Valuation Analyst (CVA)
  • 1 PL Credit of Estate Planning for Chartered Financial Analyst (CFA)
  • 1 CPD Credit of Estate Planning for Personal Financial Specialist (PFS)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CPE Credit of Estate Planning for Chartered Financial Consultant (ChFC)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CPE Credit of Estate Planning for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit of Estate Planning for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Estate Planning for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Estate Planning for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit of Estate Planning for Wealth Management Certified Professional (WMCP)
  • 1 PL Credit of Estate Planning for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit of Gift And Estate Planning for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Ilene Slatko

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. 

About Company

DSS Consulting

www.dssfinancial.com

DSS Consulting has been guiding clients to a better understanding of money, finances, and investing since 2010. Our practice focuses on two primary areas.  

The DSS Consulting coaching model engages individuals through highly personalized action plans to assist them in becoming more financially masterful and guiding those clients through the tasks to achieve their goals. We specialize in assisting clients to better understand and harness their approach to money and then teaching them better behavioral and financial decision-making skills.

Our educational model incorporates multiple channels of outreach to foster better financial literacy and money mastery. Our streaming TV show reaches hundreds of thousands of young women each month; our retirement programs are highly valued by federal and corporate audiences; and our online webinars are available through our association with MyCPE.com. 

Finally, in furthering our goal to strengthen financial literacy, we work behind the scenes lending our expertise to online financial apps and newsletters.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

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Introduction to Estate Planning

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1 Credit

Subject Area

Finance

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