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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
Reviewed
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 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.
While statistics indicate some people used the pandemic to reduce loans and/or credit card debt, there is still an overwhelming reliance on the use of credit. For many people, this translates into debt that can feel crushing.
Some debt may be good; do you know how to distinguish between good debt and bad debt?
In this CPE course, speaker Ilene Slatko discusses credit use and abuse, and steps to take to help establish or build good credit. She will also present comprehensive information on different types of insurance and when they might be appropriate to use.
Wherever you are in your understanding and mastery of your financial life, this CE/CPE Finance course will give you the tools and knowledge to make the choices necessary to have a successful financial future.
This CPE/CPD course encourages participants to view financial management as a critical skill. We start to build each participant’s financial puzzle, a process that will continue throughout the 8-webinar series; this is the third of them.
Key topics covered:
You may be interested in our Certification course on Financial Goal-Setting and Decision-MakingCertification for Women (DCW).
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.
22 Ratings
Excellent
11
Very Good
8
Average
3
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HM
Feb 6th, 2024
I just absolutely love Ilene Slatko's courses! They are informative, digestible, relevant, and inspiring. So very grateful. Thank you!
FS
Sep 9th, 2022
The instructor was knowledgable and the material was relevant.
DQ
Nov 3rd, 2023
Easy to understand.
RH
Apr 23rd, 2023
The information on Whole Life Insurance is incorrect. Yes, the cost of insurance goes up as one gets older, however, a whole life premium is constant throughout the policy.
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