September Webinar
Secure 2.0 Act Brings Changes…Working with Older Adults
THIS FREE WEBINAR BEGINS
Thursday, September 21, 2023
12 – 1 PM MDT (2 – 3 PM ET)
About this Webinar
The Secure 2.0 Act Brings changes that affect Older Adults and planning for retirement. This webinar highlights a few of the Act’s provisions which specifically affect those working with Older Adults.
About the Presenter
Reina Schlager, CPA/PFS Personal Financial Specialist*
Reina is a Certified Public Accountant and Financial Advisor. Reina has been involved with area agencies supporting Seniors over the last 37 years, and built her Tax Planning & Wealth Management Firm, SCHLAGER SCHLAGER & LEVIN. During those years she served her clients, their children, and just started that next generation when she did retire in December of 2020. A speaker nationally and an author locally, she was also on the AICPA National Long-Term Care task force and the Florida Elder Planning & Support Services Committee. She is a national and statewide speaker on topics including: Long-term Care, End-of-Life Planning, Income distribution, Social Security, Planning for Medicare, and Estate & Tax Planning.
Will we outlive our funds? Should we take our Social Security now or later? Can we afford to move into a Continuing Care Community or choose an Independent Living rental? When will long term care insurance work in those settings? Would we qualify for Veterans Aid & Attendance and/or Medicaid? Are we being tax efficient in our investing? How do we sufficiently plan for End of Life? These are the many areas in which Reina assisted her clients as a CPA/PFS, Series 7 Securities-registered representative, and Licensed Insurance Agent. Her current active licenses are Life/Health insurance and her CPA/PFS.
* regulated by the AICPA, not a State or Federal agency
CSAs: To automatically obtain CSA continuing education credit, please ensure you have provided the email address associated with your CSA account and you connect to the webinar through the web and audio option.
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