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.
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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.
126 Ratings
JG
Dec 30th, 2023
I thought the presenter did a wonderful job of balancing the human aspects along with the technical and legal elements. Bringing up the "less than ethical" components provides the ongoing wariness that is necessary in protecting our clients' safety and best interests, especially as they become more vulnerable with age. I really appreciated the instructor's candor about her own aging and relating to her clients' personal (not just financial) needs.
MHK
Oct 6th, 2023
Very attentive and informed presenter. Wish some material specific to Canadian CPAs was included since the course qualifications mentions CPD for Canadian CPA. Having said that, I need to thank the presenter for her willingness to share more detailed material related to Canada in case contacted. I very much enjoyed and appreciated the webinar.
BS
Nov 1st, 2023
On a personal note I deal with my father who is 92 years of age and all of this information was wonderful information, especially on how to mix up asking -- do you understand, etc. Thank you, good class!
NR
Oct 10th, 2023
This was a very good course for me. Even though I do not recommend investments to my clients, I can use the information presented in dealing with their tax issues
WAK
Nov 8th, 2023
Excellent contact. Was a minor glitch with the questionnaire accessibility but easily and promptly solved by customer service, who are fantastic by the way!
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