President, Ashford Investment Advisors
Kathleen Dulko started her financial services
career as a CPA focusing on retirement plan, health care, and government
audits. In 2010, she earned the position of Corporate Controller for a
tax-supported healthcare system, where she was a member of the Retirement Plan
and Investment Committees, overseeing more than $1 billion in assets. Ms. Dulko
joined Ashford Investment Advisors in 2017 where she serves as a 3(38)
Investment Manager to her retirement plan clients. Connect on LinkedIn for
regular updates on Plan Governance!
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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 through its website: www.NASBARegistry.org.
199 Ratings
AW
Oct 29th, 2021
Excellent webinar. The instructor was knowledgeable and an effective presenter. Thank you!!
AD
Nov 29th, 2021
Highly knowledgeable instructor ! Great presentation with very strong information !
NP
Sep 29th, 2021
The content was informative and helpful.
MZ
Sep 29th, 2021
greatly appreciate this webinar
JH
Dec 30th, 2021
great information
1 Credit
Add to Watchlist
Auditing
This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
.webp "Omnibus Budget Bill Guide for Financial Planners")
