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