Using a Fixed-Income Ladder in Changing Interest Rate Scenarios 1 Credit
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Many of you are concerned about the uncertainty of interest rates and the impact they may have on your investments. High inflation, increasing interest rates, geopolitical unrest, and bank failures. The only thing certain is that predicting the direction of interest rates is fraught with uncertainty. Will the Fed hold steady on current rates? Will they continue to increase them, albeit at a slower pace? Is recession around the corner?
Investors are still in the market. Uncertainty in the markets presents an opportunity to help clients reposition and protect assets. As many investors bet there will be a slowing pace of interest rate hikes to avoid damaging the economy, the fixed-income ladder is a strategy worth exploring.
The fixed-income ladder strategy allows clients to take advantage of current high rates, without potentially losing value should future interest rates drop.
In this CPE webinar, we will look at the benefits and drawbacks of this strategy. We will discuss ways to assist clients in structuring a fixed-income ladder within their portfolio and look at the determination of tax equivalency in the search for utilizing high-interest rates and best tax strategies. We’ll also present up-to-date economic indicators to facilitate a discussion that reflects the reality of today’s markets.
Register now for "Using a Fixed-Income Ladder in Changing Interest Rate Scenarios" and take the first step towards securing your investments in a volatile market. Ilene Slatko, our Expert Speaker and a Serial Entrepreneur 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.
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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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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
MB
As a tax professional, this topic comes-up with clients. This was a good course that provides background and information to orient clients. It is also very relevant to the current economic climate.
LE
Very informative. If possible I would like to get the link that she refered to in the webinar. I did not see it in the handout that was downloadable. Thank you
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