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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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Select the topics of your interest to receive Webinars/Virtual Events/E-Books/Podcasts of your interest.
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.
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.
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?
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.
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:
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.
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.
Duration
Course Level
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 through its website: www.NASBARegistry.org.
103 Ratings
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KS
Jun 15th, 2023
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
Dec 16th, 2022
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.
JA
Jul 13th, 2023
I'm in my late 30's. This information was very valuable and informative to me.
JP
Jan 2nd, 2024
Very informative, speaker did a great job. She really knew her subject.
MM
Oct 11th, 2023
Very knowledgeable instructor. Made the subject matter interesting.
1 Credit
Add to WatchlistThis course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
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