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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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Congress created the Federal Employees Retirement System (FERS) in 1986, and it became effective on January 1, 1987. While some may be covered under CSRS, most current civilian employees are covered by FERS. This online CPE webinar will introduce the concept of individualized retirement puzzles and encourage you to begin to build theirs step-by-step.
This CE/CPE tax course provides in-depth information on six different categories and carefully lays out situations when you might choose to take or must take one of them. Various components of the complete benefits packages are introduced along with an explanation of how they work together. The course provides in-depth information on the three major puzzle pieces, how to calculate their eligibility, and how they work together.
Proper retirement planning requires that we understand where our money will be coming from, how much money we’ll receive, and learn what steps we can take now to maximize those benefits. Learning how to compute their FERS Annuity gives the peace of mind of understanding what steps to take now for maximum retirement income. This CE/CPE course provides in-depth information on the calculations of the FERS Annuity, including a worksheet that details each of the numerous additions and subtractions involved. You will achieve a level of understanding and mastery of the computational process; more importantly, you will see how their choices impact monthly benefit payments.
Further, it provides in-depth information on the various types of risk and details how our lens for viewing risk may co-opt the true risk of our decisions. You will learn how financial decision-making strategies work and how they can be strengthened.
One of the three main components under FERS is Social Security. Before attaining age 62, FERS includes a Supplemental Annuity payment that bridges the start of retirement until the beginning of eligibility to claim Social Security benefits. Understanding how this can both assist and trap you are key to successful retirement planning under FERS. You will acquire mastery of financial components as they work towards a comprehensive retirement strategy.
This CPE course provides in-depth information on health and insurance puzzle pieces. FSA, HSA, FEGLI, and FEHB are only a few of the programs where benefits can be impacted in retirement. This course explains how Medicare fits into the health equation, which choices to make, and when you should make them for a comprehensive retirement plan later. If one of the goals of retirement planning is about managing risks, these are key risks to manage.
This course on Retirement Planning reviews those pieces of your retirement puzzle that are found in good generational planning. The estate planning information we discuss here deepens prior conversations about Wills and Trusts and discusses titling, personal property, and other considerations when planning to leave assets to beneficiaries. At the end of the course, we finish building each participant’s FERS retirement puzzle.
This online CPE/CE Webinar covers the following key points:
Interested in full-day CPE approved courses? Explore other full-day CPE approved courses from HERE.
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.
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
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.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
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JL
Apr 16th, 2024
I learned all required acknowledge about this topic. Very good lesson.
RD
Jun 8th, 2022
The content learned in this course could have been conveyed in 1-2 hours. It felt that there was A LOT of filler and I would have preferred self-study books vs. having to sit through a lot of slides that covered things I learned as a brand new financial professional.
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