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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
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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
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.
There are numerous reasons that a woman might feel under-prepared to handle her finances. As we explore the economic realities for women and the pressure they exert on a woman’s long-term financial success, we also explore the gains and exciting opportunities that women now have. Women who understand the WHY and therefore can use this knowledge best are well-suited to make strides toward empowerment.
In this CPE course speaker, Ilene Slatko lays the groundwork for building comprehensive financial knowledge. We begin with the WHY, continue with a robust discussion on financial empowerment steps, and finish by exploring the initial steps to take.
Wherever you are in your understanding and mastery of your financial life, this CE/CPE finance webinar 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 and this is the first of them.
Key topics discussed in this course:
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
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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.
41 Ratings
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HM
Feb 6th, 2024
Inspiring and informative. Thank you!
CB
Dec 28th, 2022
N/a
CG
May 10th, 2023
Overall pretty good, but some of the data felt outdated.
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