Stock Market Investing and Retirement Planning

Webinar Qualifies For

• 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
• 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
• 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
• 1 PL Credit of Investment Decision Making for Chartered Financial Analyst (CFA)
• 1 CE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
• 1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
• 1 CPD Credit for Trust and Estate Practitioners (TEP)
• 1 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
• 1 CE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
• 1 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
• 1 CE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
• 1 CE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
• 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
• 1 PL Credit of Retirement Planning for CIPM
• 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
• 1 CE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
• 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Ilene Slatko

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. 

Additional Information

NASBA APPROVED

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.