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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
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.
When we view our
financial lives as a pyramid, we start with a large base of safety and
long-term protection and move progressively towards the apex, which is smaller
and includes more aggressive investments. Just above the base, we include real
estate and fixed-income investments. Learning about real estate, both as a
primary residence as well as an investment property is a topic we explore in
this course. We also look at fixed-income investments and how they can
integrate into your portfolio.
This CE/CPE
course by Ilene Slatko builds on the
groundwork we established in courses 1 through 4 and explains how OPM (other
people’s money) helps drive opportunities in real estate, specifical
discussions about leverage, tax benefits, and potential passive income. Our
money pyramid includes fixed-income investments, and we explore how to
effectively structure diversification of issuers, credit rating, and maturities.
This CPE course encourages participants to view
financial empowerment as a critical and achievable goal. We continue to build
each participant’s financial puzzle, a process that will continue throughout
the 8 sessions.
Wherever you are
in your understanding and mastery of your financial life, this CPE Finance
webinar, Real Estate, and Fixed-Income Investments, will give you the tools
and knowledge to make the choices necessary to have a successful financial
future.
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.
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.Â
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.Â
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.Â
Ilene is an alumna of Marietta College where she studied Drama, Speech, and English.Â
DSS Consulting has been guiding clients to a better understanding of money, finances, and investing since 2010. Our practice focuses on two primary areas.
The DSS Consulting coaching model engages individuals through highly personalized action plans to assist them in becoming more financially masterful and guiding those clients through the tasks to achieve their goals. We specialize in assisting clients to better understand and harness their approach to money and then teaching them better behavioral and financial decision-making skills.
Our educational model incorporates multiple channels of outreach to foster better financial literacy and money mastery. Our streaming TV show reaches hundreds of thousands of young women each month; our retirement programs are highly valued by federal and corporate audiences; and our online webinars are available through our association with MyCPE.com.
Finally, in furthering our goal to strengthen financial literacy, we work behind the scenes lending our expertise to online financial apps and newsletters.
3 Ratings
1 Credit
Subject Area
Jul 01, 2022 | 10:00 AM EDT
Jul 01, 2022 | 10:00 AM EDT
Jul 01, 2022 | 10:00 AM EDT
Jul 01, 2022 | 10:00 AM EDT
Jul 01, 2022 | 10:00 AM EDT
Jul 01, 2022 | 10:00 AM EDT
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