Stock Market Investing and Retirement Planning 1 Credit
Women and Wealth: Financial Planning Series
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Despite gains in labor participation over the last few decades, women continue to experience a gender pay gap which impacts the income stream available to save, spend, and invest at rates comparable to men.
Retirement and other long-term investment goals suffer, as a result. Unfortunately, the pandemic has reversed key trends in women-owned businesses and their labor participation rates overall. Studies continue to show that financial literacy is a cornerstone of economic stability and despite gains in other areas of life, women of all ages still report looking to someone else for assistance in understanding and guiding their finances.
The stock market, through direct or indirect ownership, is an integral part of many portfolios and the source of constant uncertainties (will the market go up or down; why isn’t my investment. performing well).
In this CPE course, speaker Ilene Slatko will explore what stocks are and how they are affected by internal and external factors. We demystify investing from a bird’s eye view and explain how to diversify to build portfolios that work for the long term. We’ll look at different types of analyses and what they interpret.
This CPE webinar builds on the groundwork we established in previous Women and Their Money sessions, it is a complete primer on stocks and the markets for those who wish to forgo the basic building blocks.
Participants will have a clear understanding of different types of stocks, how they fit into portfolios, what strategies can be used for diversification, and why women make better stock investors. Often misunderstood, stock investing can be an invaluable tool when used properly, especially in the context of our retirement planning. We continue to build each participant’s puzzle toward financial empowerment, a process that will continue throughout the 8 sessions.
Wherever you are in your understanding and mastery of your financial life, this CPE Finance course, Stock Market Investing, and Retirement Planning will give you the tools and knowledge to make the choices necessary to have a successful financial future.
Key topics discussed in this course:
You may be interested in our Certification course on Financial Goal-Setting and Decision-MakingCertification for Women (DCW).
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Investment Decision Making for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Investment Decision Making for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Investment Decision Making for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Investment Decision Making for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Investment Decision Making for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Investment Decision Making for CIPM | 1 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Investment Decision Making for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Retirement Planning for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Retirement Planning for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Retirement Planning for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Retirement Planning for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Retirement Planning for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Retirement Planning for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Retirement Planning for CIPM | 1 PL | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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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.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
EM
Very useful big picture information on retirement planning, even for A male like me.
SN
I really like this series and you are a great presenter.
Dec 26, 09:00 AM ET
Dec 26, 10:00 AM ET
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