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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.
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This course is valid up to May 22nd, 2025 for FP Canada Professionals. It is advisable to complete this course before that to get the credit on time.
This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
This course is valid up to December 31st, 2024 for CIMA, CPWA, and RMA Professionals. It is advisable to complete this course before that to process the credit on time.
Maximize your portfolio's potential with the Barbell Strategy.
After more than a year of crushing inflation and interest intervention by the Federal Reserve, many investors are reeling from uncertainty and weariness from market whiplash. Now, in addition to on-edge investors watching for signs of interest hikes due to inflation, systemic economic worries over a potential banking crisis are further confusing markets.
Rapid repositioning in asset markets has been the net result, as investors bet that slowing the pace of interest rate hikes is necessary to avoid damaging the economy. Traditional safe-havens such as gold, Treasuries, and money markets are booming, as are more speculative investments such as tech stocks and bitcoin.
The Barbell strategy is considered a hedge against interest rates. Rather than positioning on one side of potential interest rates, the barbell takes advantage of current long-term rates, while leaving short-term investable assets available to capture additional raises or be repositioned, as warranted.
This CPE Finance webinar looks at the benefits and drawbacks of this strategy. We will discuss ways to assist clients in structuring a barbell for their portfolio. We’ll also present up-to-date economic indicators to facilitate a discussion that reflects the reality of today’s markets. Whether you are a financial or an accounting professional, this program will inform and instruct you on implementing a barbell strategy for clients.
Major topics:
Join this webinar by Ilene Slatko, a speaker and serial entrepreneur who currently coaches clients working through the long tail of administrative and financial tasks involved in the estate and divorce process. She spent over 30 years in the financial industry and has long been a resource for financial and accounting professionals.
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.
65 Ratings
Excellent
37
Very Good
21
Average
4
Poor
2
Terrible
0
SN
Dec 17th, 2023
Very timely seminar about how to use bonds to maximize returns in the current interest rate environment.
AS
Dec 27th, 2023
Good course
BM
Dec 24th, 2023
Great
PS
Sep 26th, 2023
Nice
JA
Aug 15th, 2023
Good
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