Utilizing the Barbell Strategy in Interest Rate Uncertainty 1 Credit
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After more than a year of crushing inflation and interest intervention by the Federal Reserve, many investors are reeling from uncertainty and weariness from market whiplash. Now, in addition to on-edge investors watching for signs of interest hikes due to inflation, systemic economic worries over a potential banking crisis are further confusing markets.
Rapid repositioning in asset markets has been the net result, as investors bet that slowing the pace of interest rate hikes is necessary to avoid damaging the economy. Traditional safe-havens such as gold, Treasuries, and money markets are booming, as are more speculative investments such as tech stocks and bitcoin.
The Barbell strategy is considered a hedge against interest rates. Rather than positioning on one side of potential interest rates, the barbell takes advantage of current long-term rates, while leaving short-term investable assets available to capture additional raises or be repositioned, as warranted.
This CPE Finance webinar looks at the benefits and drawbacks of this strategy. We will discuss ways to assist clients in structuring a barbell for their portfolio. We’ll also present up-to-date economic indicators to facilitate a discussion that reflects the reality of today’s markets. Whether you are a financial or an accounting professional, this program will inform and instruct you on implementing a barbell strategy for clients.
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Join this webinar by Ilene Slatko, a speaker and serial entrepreneur who 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.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Personal Financial 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 |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332302) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Investment Planning for Personal Financial Planner (PFP) | 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 |
| Managing investment portfolio for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Behavioural investing for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner - Canada (Approval No. 13361) (Valid upto : May 22, 2025) | 1 CE | Approved |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13361) (Valid upto : May 22, 2025) | 1 CE | Approved |
| Finance for CIPM | 1 PL | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Personal Financial 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 |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332302) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Investment Planning for Personal Financial Planner (PFP) | 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 |
| Managing investment portfolio for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Behavioural investing for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner - Canada (Approval No. 13361) (Valid upto : May 22, 2025) | 1 CE | Approved |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13361) (Valid upto : May 22, 2025) | 1 CE | Approved |
| Finance for CIPM | 1 PL | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Personal Financial 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 |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332302) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Finance for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Investment Planning for Personal Financial Planner (PFP) | 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 |
| Managing investment portfolio for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Behavioural investing for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner - Canada (Approval No. 13361) (Valid upto : May 22, 2025) | 1 CE | Approved |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13361) (Valid upto : May 22, 2025) | 1 CE | Approved |
| Finance for CIPM | 1 PL | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for CPA in Canada | 1 CPD | Eligible |
| Corporate Finance for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Personal Financial 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 |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332302) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | 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 Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Investment Planning for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Managing investment portfolio for Certified Treasury Professional (CTP) | 1 CE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Investment Planning for Certified Financial Planner - Canada (Approval No. 13361) (Valid upto : May 22, 2025) | 1 CE | Approved |
| Behavioural investing for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13361) (Valid upto : May 22, 2025) | 1 CE | Approved |
| Finance for CIPM | 1 PL | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
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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.
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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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.
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