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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!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
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
Select the topics of your interest to receive Webinars/Virtual Events/E-Books/Podcasts of your interest.
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A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other's best interests.
A retirement plan governance carries the duty of care and trust for the participants and the action is taken must be for the benefit of the participants. By focusing on plan governance, plan sponsors can implement a prudent process for carrying out their fiduciary responsibility, and improve the quality of the retirement plan they offer employees.
In this Retirement best practices CPE webinar, participants will take away a fresh perspective on:
This best practices webinar will cover the following key topics:
Click to access webinars on Trust and Estate Planning | Latest Tax Updates | Sales & Use Tax CPE Courses
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
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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.
637 Ratings
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375
Very Good
218
Average
39
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3
Terrible
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PRL
Dec 16th, 2021
Ms. Dulko was very knowledgeable in this subject, she gave us time to ask question; she informed us of her background, which I thought was very helpful. I just enjoyed the way she presented the lesson.
DS
Aug 6th, 2022
Real life examples, knowledge of the presenter and the simplification of the material
AB
Nov 29th, 2022
I thought the course was great. She did a great job explaining the material.
AS
Mar 16th, 2022
good presenter, good material. I learned adnd enjoyed the presentation
JH
Oct 18th, 2021
Very informational presentation on Retirement plan governance.
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