TOPICS APPROVED BY SHRM FOR PDC CREDITS
Our Behavior - Initiator of Our Choices
2 PDC's
This course drills down into one's behavior, pointing out why we don't plan, especially when it is involving our financial, estate, and taxes. It looks at addictive behavior. This course provides a group interactive discussion on 5 talking points, impacting employees.
Medicare
2 PDC's
Anyone turning 65 should know about their eligibility to obtain Medicare. The issue becomes- does one take it or the alternative, Medicare advantage? The average individual “knows of” Medicare planning but rarely goes into that stage knowing what to do. This course addresses those needs.
Retirment Income Planning
2 PDC's
Going into ones Retirement, without having enough income, or having the fear of running out is an on-going dilemma for most Americans. This course addresses the impending realities of sustaining one’s lifestyle, while departing from the workplace.
Tax Efficiency in Retirement
2 PDC's
While most Americans understand the annual “sacrifice” to their income in paying income taxes, this program specifically goes into how to maximize one’s income while reducing their tax burden in their retirement years.
Social Security Explained
2 PDC's
Social Security is a “Must Add” to anyone who is doing their Retirement Planning. There are over 500 plus options to choose from. The impact of making a wrong choice may cost one tens of thousands of dollars! This course provides an overview to the depth of the program and the importance to all retirees moving into that decision-making phase.
Transitioning Out of the Darkness... Dealing with Death or Divorce - 3 PDC's
This 3 unit / 3-hour course brings to light what exactly befalls a valued employee in the event of death of one's spouse or a divorce. It explains the issues of grief and going solo, and the incredible issues and responsibilities put upon them: - Financial - Taxes - Estate planning - Handling debt - Restructuring contracts, deeds, titles and policies - Raising your children, child care, alimony, death benefits - The impact on not only the company, but the burden placed upon the HR Executive. This course is as enlightening as it is thought provoking and informative to that HR Individual, who has to deal with both sides of these on-going occurrences at their workplace.
What is SHRM?
SHRM stands for The Society for Human Resource Management. They are the nation's largest HR organization. SHRM creates better workplaces where employers and employees thrive together. As the voice of all things work, workers and the workplace, SHRM is the foremost expert, convener and thought leader on issues impacting today's evolving workplaces. With nearly 325,000 members in 165 countries, SHRM impacts the lives of more than 235 million workers and families globally.
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SHRM Certified HR's are required to get 60 PDC's (professional development credits) every 3 years. SOFA has presentations that have been approved by SHRM, where HR's can obtain anywhere from 1-3 PDC's per course.