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!
Dec 30th 2021
myCPE never disappoints. I enjoyed it. The lesson was easy to follow and the presentation was formatted in a way that was not overwhelming to read. Also, her voice projected well. Overall, great presentation.
Nov 20th 2021
The program was geared more toward the accountability of retirement plans. I see more of the effects of the accountability on retirement plans. I learn something form every class, and this was no exception
Dec 17th 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.
Apr 23rd 2022
The course content was very good. However, on the myCPE platform, it is difficult to figure out how to get to the final quiz after completing the course.
May 19th 2021
Overall experience was great the allotted time was reasonable and the materials presented are relevant to my job responsibilities.