Social Security and Supplemental Annuity Considerations 1 Credit
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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.
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 third piece of the puzzle can both assist and trap you is key to successful retirement planning under FERS.
This CE/CPE Finance course provides in-depth information on these major puzzle pieces and explains how they work together. Attendees will achieve a level of understanding and mastery of these financial components as they work towards a comprehensive retirement strategy and continue to build their FERS retirement puzzle.
Did you know that most people lock into a pay cut during their retirement years?
Do you want to know the strategies to give yourself a nearly 50% raise?
FERS, however, 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.
Key topics covered in this course:
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Retirement plans and taxation for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2025) | 1 CE | Approved |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Eldercare Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Retirement plans and taxation for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2025) | 1 CE | Approved |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Eldercare Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Financial Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Financial Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Financial Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Retirement plans and taxation for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2025) | 1 CE | Approved |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Eldercare Planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Financial Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Finance for CIPM | 1 PL | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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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Ms. Slatko always provides an informative presentation. Her knowledge of the subject matter, especially in annuities is most impressive. I recommend this seminar
LM
Very interesting and helpful information to know although I wish I had known about the preceding classes so I could have taken those before I took this one.
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.webp "Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs")
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