CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Kathleen Dulko

Kathleen Dulko, CPA (US), CPFA

President, Ashford Investment Advisors
Daytona Beach,FL
  • 4.4
  • 1006 reviews
  • 1.4k Professionals Trained
  • 10 Courses

About Speaker Kathleen Dulko, CPA (US), CPFA

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!

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4.4

(1006)
58%
33%
6%
1%
1%

GKP

.

LP

enjoyed this tremendously!

VF

It was a good class.

JH

Very informational presentation on Retirement plan governance.

JP

This was a really good informative webinar.

PK

Great webinar!

AB

Excellent

RR

.

NP

The content was informative and helpful.

JH

Excellent

MZ

greatly appreciate this webinar

MB

good basic summary

JB

good webinar

HN

myCPE is great

HN

myCPE is great

MZ

great webinar

MB

good!

AB

Very good and timely as we just implemented a retirement plan

MB

good

RS

Very effective presentation which flowed in an easily followed progression.

HN

myCPE is great

AJ

This was totally new to me. I have gained knowledge Retirement plan governance. Thank you My CPE

EA

Great

JS

very informative class

SO

Great presentation. It is well organized and knowledgeable. It's so catchy and interesting. Thank you

NS

Knowledgeable instructor that made it easy to understand a topic I didn't know that well

KV

Good information

HM

Testing Purpose

RM

It was interesting. It went by quick and I learned a lot.

CT

great!

JP

Great

AG

Very good information on fiduciary responsibility.

RV

VERY GOOD

KL

Overall experience was great the allotted time was reasonable and the materials presented are relevant to my job responsibilities.

KL

Overall experience was great the allotted time was reasonable and the materials presented are relevant to my job responsibilities.

CH

good

JT

Loved it

BW

Good quality

CK

Greatgreat

MB

The webinar was very informative and easy to follow along with.

JP

Presenter is good

JP

Great presenter

JT

The webinar worked fine, but the material was pretty dry.

AJ

N/A

NW

Good information

MS

The information was good, but the presentation was a little dry

NT

great information

HL

This course is great!

AK

It’s informative and great webinar

JH

Good presentation. This may be useful at a later time.

MP

The content was relevant for EBP audits but the presenter sounded like they were reading off a script or had memorized the presentation.

LL

the instructor was great. she spoke at a good pace and made the lecture easy to understand

TW

This was good to know. I don't deal with anything near this large, but knowledge is power and you never know when it will become 100% useful. Very interesting that she has a 7 part series on all this. Shows that it it Really Complicated!

NR

The presenter was excellent and very easy to understand the points she was making

RK

nothing

DG

It seemed like the speaker was reading the presentation.

AS

Great one hour CPE that was relevant to my current duties.

SJ

Great starting points for retirement plan audits.

SJ

Great starting points for retirement plan audits.

BO

Excellent

NS

not something I would use in my line of work. But good to have a little background in.

AG

Informative well put together presentation

RC

None

KK

This is not a topic I am familiar with---mainly from the employee receiving the information stage. It was interesting to see the employer side of retirement plans.

PC

The instructor seemed liked a knowledgeable person, but she wasn't very interesting to listen to. She also did not give examples or share stories that could help me visualize the issues.

DW

It was a good webinar. Overall, I learned a lot!

TP

The lack of ability to have questions answered or responded to is dissapointing.

DV

The course was taught clearly, but most of it felt like it was read off of a script so that made it difficult to follow.

BC

The material was well organized and clearly understood

FREE
Plan Governance Essential Documents CPE Course
  • Kathleen Dulko, CPFA
  • 1 Credit

Adding Value through Plan Governance: Essential Documents

  • Oct 29, 11:30 AM EDT
  • CIA
  • CMA
  • CPA (US)
  • IAP
  • QIAL
Register
  • 4.5 (72)
FREE
Adding Value Through Plan Governance: Fiduciary Responsibility
  • Kathleen Dulko,
  • 1 Credit

Adding Value Through Plan Governance: Fiduciary Responsibility

  • CIA
  • CPA (US)
  • IAP
  • QIAL
Register
  • 4.7 (41)
FREE
Adding Value To Retirement Plan Audits Through Plan Governance: Overview
  • Kathleen Dulko,
  • 1 Credit

Adding Value To Retirement Plan Audits Through Plan Governance: Overview

  • CIA
  • CPA (US)
  • IAP
  • QIAL
  • LPA
Register
  • 4.6 (26)
FREE
Retirement Plan Governance Best Practices Fiduciary Responsibility
  • Kathleen Dulko,
  • 1 Credit

Retirement Plan Governance Best Practices Fiduciary Responsibility

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Register
  • 4.6 (32)
FREE
Retirement Plan Governance Best Practices: Overview
  • Kathleen Dulko,
  • 1 Credit

Retirement Plan Governance Best Practices: Overview

  • AFSP
  • CPA (US)
  • EA
  • HRCI
  • Tax Preparer
  • SHRM
  • CTEC
  • CSA
Register
  • 4.7 (40)
FREE
Retirement Plan Fiduciary Responsibilities

Adding Value through Plan Governance: Fiduciary Responsibility

  • Oct 25, 04:00 PM EDT
  • CIA
  • CPA (US)
  • CVA
  • IAP
  • QIAL
Completed
  • 4.6 (78)
FREE
Retirement Plan Governance CPE Webinar

Retirement Plan Governance Best Practices: Essential Documents

  • Oct 22, 10:00 AM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Completed
  • 4.5 (168)
$10
Adding Value to Retirement Plan Audits through Plan Governance: Overview

Adding Value to Retirement Plan Audits through Plan Governance: Overview

  • Oct 20, 10:30 AM EDT
  • CIA
  • CPA (US)
  • CVA
  • IAP
  • QIAL
  • CFE
Completed
  • 4.5 (191)
FREE
Retirement Plan Governance Best Practices: Fiduciary Responsibility

Retirement Plan Governance Best Practices: Fiduciary Responsibility

  • Oct 18, 10:00 AM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Completed
  • 4.5 (106)
FREE
Retirement Plan Governance Best Practices: Overview

Retirement Plan Governance Best Practices: Overview

  • Oct 14, 09:30 AM EDT
  • AFSP
  • CPA (US)
  • CFA
  • EA
  • HRCI
  • Tax Preparer
  • SHRM
  • CTEC
  • CSA
Completed
  • 4.5 (252)
FREE
Plan Governance Essential Documents CPE Course

Adding Value through Plan Governance: Essential Documents

  • Sep 29, 04:00 PM EDT
  • CIA
  • CMA
  • CPA (US)
  • IAP
  • QIAL
Completed
  • 4.5 (72)