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.
613 Ratings
DJ
Dec 29th, 2021
myCPE never disappoints. I enjoyed it. The lesson was easy to follow and the presentation was formatted in a way that was not overwhelming to read. Also, her voice projected well. Overall, great presentation.
KL
May 19th, 2021
Overall experience was great the allotted time was reasonable and the materials presented are relevant to my job responsibilities.
MB
Mar 29th, 2021
The webinar was very informative and easy to follow along with.
DS
Aug 6th, 2022
The knowledge of the instructor and the real life examples.
RM
Nov 10th, 2021
Instructor is very easy to follow. Excellent.
1 Credit
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