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.
1256 Ratings
RB
Nov 19th, 2021
The program was geared more toward the accountability of retirement plans. I see more of the effects of the accountability on retirement plans. I learn something form every class, and this was no exception
SK
Apr 23rd, 2022
The course content was very good. However, on the myCPE platform, it is difficult to figure out how to get to the final quiz after completing the course.
WL
Jan 17th, 2022
Outstanding instructor. Very clear and easy to understand on a topic that's incredibly complicated.
AJ
Sep 20th, 2021
This was totally new to me. I have gained knowledge Retirement plan governance. Thank you My CPE
LS
Dec 18th, 2021
I knew very little on the subject of fiduciary responsibility. This overview opened my eyes.
1 Credit
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