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Trusted by 250,000+ Professionals
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Women and Wealth: Financial Planning Series
This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
Despite gains in labor participation over the last few decades, women continue to experience a gender pay gap which impacts the income stream available to save, spend, and invest at rates comparable to men.
Retirement and other long-term investment goals suffer, as a result. Unfortunately, the pandemic has reversed key trends in women-owned businesses and labor participation rates. Studies continue to show that financial literacy is a cornerstone of economic stability and despite gains in other areas of life, women of all ages still report looking to someone else for assistance in understanding and guiding their finances.
In a perfect world, all of us would understand money and how to best make it work toward our goals. Unfortunately, many of us feel uncertain about both the skills and knowledge necessary to reach financial empowerment. The Women and Their Money series is built around this cornerstone of financial empowerment, and this course helps participants focus on their goals.
While this CE/CPE course builds on the groundwork we established in previous Women and Their Money sessions, its focus on goal setting and the use of strategic planning to achieve those goals make this webinar a go-to program for anyone trying to build a better financial future. As in our previous courses, this program is full of actionable ideas.
In this CPE webinar, attendees will have a clear understanding of how to set short-, medium-- and long-term goals and then how to create a strategic road map to guide them in achieving those goals. We continue to build each participant’s puzzle toward financial empowerment, a process that will continue throughout the 8 sessions.
Wherever you are in your understanding and mastery of your financial life, this CE/CPE webinar by Ilene Slatko will give you the tools and knowledge to make the choices necessary to have a successful financial future wherever you are in your understanding and mastery of your financial life.
Key Topics Covered:
Here is the link to your interests: Finance Courses.
Principal, DSS Consulting
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.
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.
54 Ratings
Excellent
32
Very Good
16
Average
4
Poor
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FS
Dec 11th, 2022
Excellent session, Ilene did a great job in presenting the information. She made it enjoyable as well as informative.
GF
Jan 4th, 2024
Excellent Presentation
RB
Aug 14th, 2023
Very informative
DP
Aug 17th, 2022
I was expecting a little higher level for myself (CFO), but good basic info for some.
AC
Jan 4th, 2024
Insightful webinar!
1 Credit
Add to WatchlistThis 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
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
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