Kathleen Dulko, CPA

President, Ashford Investment Advisors
Daytona Beach, FL
  • 4.3
  • 62 reviews
  • 141 Professionals Trained
  • 3 Courses

About Speaker Kathleen Dulko, CPA

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!

4.3

(62)
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75%
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MB

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

BO

Excellent

AG

Informative well put together presentation

RC

None

FREE

Retirement Plan Governance Best Practices: Overview

  • Apr 09, 12:00 PM EDT
  • CRTP
  • CPA
  • EA
  • ORTP
  • SHRM
  • CSA
  • MRTP
Completed
  • 4.5 (39)