Estate Planning and FERS

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Estate planning

6 mins
7 Key questions

13 mins
Testamentary trust will

21 mins
Common elements of a trust

33 mins
Additional estate planning considerations

44 mins

Course Description

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.

Taking control of your career and your retirement assets is one way to build peace of mind as you progress through your career. Each piece of the FERS puzzle is designed to work together and if correctly applied, can provide a robust retirement.

This CPE Course on Retirement Planning reviews those pieces of your retirement puzzle that are found in good generational planning. Less strictly related to FERS than previous sessions in this course, 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. In this final session of the FERS course, we finish building each participant’s FERS retirement puzzle.

FERS does not cover military personnel or employees of state or local governments. Employees under FERS receive retirement benefits from three sources: the basic benefit plan, Social Security, and the Thrift Savings Plan, or TSP.

Wherever you are in your career with the federal government, this CPE Finance webinar will give you the tools and knowledge to make the choices necessary to have a successful financial future.

Learning Objectives

To identify testate and intestate and why it matters.
To analyze the federal and states’ Order of Precedence.
To discuss generational wealth planning and different types of Trusts that can be employed.
To explain different types of Powers of Attorney and when they might be used.
To finish building your FERS puzzle.

Recommended For

This CPE webinar is recommended for CPAs, CFA, CIPM, CVA, CBA/MCBA, ChFCA, CASL, ChSNC, RICP, WMCP, and FSCP, PFS, TEP, CSA, and other professionals who want to understand everything about Estate Planning and FERS.
This Online Course is helpful for other finance professionals who want the tools and knowledge to make the choices necessary to have a successful financial future.

Who Should Attend?

Certified Public Accountant (CPA)
Certified Senior Advisor
Certified Valuation Analysts
Chartered Financial Analyst
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Estate Planners
Finance Pros
Finanical Analyst
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 Finance for Certified Valuation Analyst (CVA)
1 PL Credit for Chartered Financial Analyst (CFA)
1 CPE Credit for Chartered Financial Consultant (ChFC)
1 CE Credit for Certified Senior Advisor (CSA)
1 CPE Credit for Financial Services Certified Professional (FSCP)
1 CPE Credit for Chartered Advisor in Senior Living (CASL)
1 CPE Credit for Chartered Special Needs Consultant (ChSNC)
1 CPE Credit for Retirement Income Certified Professional (RICP)
1 CPE Credit for Wealth Management Certified Professional (WMCP)
1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
1 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
1 CPE Credit for Certified Government Financial Manager (CGFM)
1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
1 CRE Credit of General finance principles and financial concepts for Certified Corporate FP&A Professional (FPAC)
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 :

QAS Self Study
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

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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.
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