Course Description
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 their labor
participation rates overall. 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 towards
our goals. Unfortunately, many of us feel uncertain about both the skills and
knowledge necessary to reach financial empowerment. This cornerstone of
financial empowerment is what the Women and Their Money series are built
around, 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 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 towards
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.
Here is the link to your interests: Finance Courses.
Learning Objectives
- To commit to using new knowledge to achieve a financially secure future.
- To explain goal setting and strategic planning.
- To discuss how to maximize your Social Security benefits.
- To introduce long-term retirement planning options.
- To continue building your puzzle towards financial empowerment.
Recommended For
- This Online CPE webinar is recommended for CPA, CVA, CBA/MCBA, ABV, CMA, CFA, CIPM, FPAC, ChFCA, CASL, ChSNC, RICP, WMCP, FSCP, CGFM, CFIRS, CWS, Finance professionals, Business owners, and financial consultants who want 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.
- This CPD webinar is also recommended for Canadian CPAs, CA - ICAEW, ACCA, CA - Ireland, CA - Scotland, and CPA – IrelandÂ
Who Should Attend?
- Certificate in Investment Performance Management
- Certified Management Accountant (CMA)
- Certified Public Accountant (CPA)
- Certified Valuation Analysts
- Chartered Financial Analyst
- CPA (Industry)
- CPA - Mid Size Firm
- CPA - Small Firm
- Finance Pros
- Young CPA
