MYCPE ONE

Building Stronger Personal Finance Futures

Equipping professionals and individuals for financial resilience

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Conference Overview

Personal finance in 2025 requires new approaches, as rising interest rates, generational wealth transfers, and digital tools are reshaping decision-making. "Future of Personal Finance 2025: Empowering Individuals with Financial Strategies for a Secure Future" emphasises strategies for retirement planning, investment management, and debt reduction. The conference also explores how technology is expanding access to financial tools while raising new challenges for individuals and advisors. Attendees will gain insights into balancing immediate needs with long-term goals in an unpredictable economy. This virtual event helps participants chart a clear path toward achieving financial wellness. Join to empower yourself and your clients with practical solutions for building lasting security.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 4 Finance
CPA in Canada 1 Finance
CFP (US) 1 Investment Planning
CFP (US) 2 Retirement Savings and Income Planning
CPA/PFS 1 Investment Planning
CPA/PFS 2 Retirement and Financial Independence Planning
CPA/PFS 1 Personal Financial Planning
CFA 4 Finance
ChFC 4 Finance
DE LPA 4 Finance
ACCA 1 All
TEP 2 All
CWS 4 Financial Planning
CA - ICAEW 1 All
RICP 4 Finance
CFIRS 4 Financial Planning
FSCP 4 Finance
WMCP 4 Finance
CASL 4 Finance
IA LPA 4 Finance
CIPM 4 Finance
ME LPA 4 Finance
ChSNC 4 Finance
CA - Scotland 1 All
CA - Ireland 1 All
CPA - Ireland 1 All

Sessions

Nov 10th, 2025

Speakers:
Speaker Name
Ilene Slatko

Account Executive
DSS Consulting

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The global economy is at a turning point. From trade wars and demographic shifts to rising sovereign debt and geopolitical fragmentation, the traditional playbook for understanding markets no longer works. How did we get here, and what does it mean for investors, policymakers, and business leaders navigating today’s turbulence?

This CPE session takes participants on a journey through the evolution of global markets, from the post-Bretton Woods era to the complexities of today’s economic landscape. It challenges outdated assumptions about stability, growth, and risk while highlighting how populism, fiscal policy shifts, and cross-border tensions are rewriting the rules of global finance. The session blends historical perspective with forward-looking insights to help professionals anticipate and adapt to change.

Key Topics:

  • Evolution of Global Markets
  • Impact of Trade Wars
  • Rise of Populism Trends
  • Sovereign Debt Dynamics
  • Resilient Investment Strategies

By the end, you’ll walk away with actionable insights and strategies to strengthen your financial foresight, enhance decision-making, and prepare portfolios for the next wave of uncertainty.

For more CPE Finance Courses, Click here.

Learning Objectives

  • Discuss the evolving global economic landscape.
  • Identify the major trends reshaping global investment assumptions.
  • Analyze how market forces affect traditional portfolio strategies.
  • Explain methods to build resilient portfolios in uncertain markets.
  • Explore future economic challenges and opportunities for investors.

Qualifies For

License details Credits Status
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 343282) 1 CE Approved
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

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Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

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Advance Preparation

-

Speakers:
Speaker Name
Drew Stevens

CEO and Leadership Change Expert
Stevens Performance

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The traditional 60/40 investment strategy is facing a new reality. With market volatility, political shifts, and deregulation reshaping how Americans build and protect wealth, financial professionals must adapt fast. As alternative assets move from fringe to mainstream, questions arise: Can digital assets, private credit, and structured notes secure retirement income? How can advisors ensure compliance while exploring these bold frontiers?

This CPE session dives deep into the transformation of retirement income planning in the modern era. You’ll explore the impact of capital gains incentives, Bitcoin ETFs, and private market expansion on portfolio design. More importantly, you’ll analyze how new financial frameworks, evolving investor expectations, and technological disruption are redefining what “retirement security” truly means today.

Key Topics:

  • Shifts in Investment Policy
  • Rise of Alternative Assets
  • Multi-Asset Income Models
  • ETF and Crypto Expansion
  • Fiduciary Compliance Practices

By the end of this CPE virtual session, you’ll gain a practical roadmap for integrating alternative investments, improving downside protection, and communicating complex products with confidence and compliance. If you’re ready to future-proof your advisory approach, this course is your next strategic move.

For more CPE Finance Courses, Click here.

Learning Objectives

  • Discuss policy and regulatory shifts fueling growth in alternative investments.
  • Explain how new ETF approvals and digital asset frameworks expand access.
  • Analyze multi-asset strategies that enhance downside protection and income stability.
  • Identify fiduciary and compliance considerations under SEC and FINRA guidelines.
  • Explore effective client communication techniques for complex investment products.

Qualifies For

License details Credits Status
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 343284) 1 CE Approved
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

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Advance Preparation

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2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Drew Stevens

CEO and Leadership Change Expert
Stevens Performance

  • 4.6
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Artificial intelligence is no longer a futuristic concept it’s the present reality transforming personal finance. As AI evolves from simple recommendation engines to advanced “co-pilots,” financial professionals face an urgent question: how much control should we surrender to machines? This CPE session invites you to explore that delicate balance between human judgment and machine precision in financial decision-making.

You’ll dive into how leading firms are creating hybrid intelligence systems that combine emotional intelligence, behavioral insight, and algorithmic efficiency. Along the way, we’ll discuss the ethical and compliance challenges tied to automation, examine potential biases that influence both humans and machines, and reveal how professionals can maintain trust and accountability in an increasingly digital financial landscape.

Key Topics:

  • AI and Human Judgment
  • Ethical Decision Frameworks
  • Compliance and Transparency Standards
  • Cognitive Bias in Automation
  • Building Hybrid Intelligence

By the end of this CPE virtual session, you’ll understand how to design, evaluate, and implement AI-powered strategies that enhance not replace your human expertise. Join this insightful course to discover how you can future-proof your advisory approach and stay ahead in the evolving world of intelligent finance.

For more CPE Finance Courses, Click here.

Learning Objectives

  • Compare strengths and limits of AI-driven versus human advisory models.
  • Evaluate accuracy, behavioral sensitivity, and ethical oversight in decisions.
  • Identify risk management and compliance frameworks for AI integration.
  • Explain methods to vet AI tools for bias and fiduciary responsibility.
  • Design a hybrid advisory model combining AI efficiency and human empathy.

Qualifies For

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

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Retirement planning is entering a new era with the One Big Beautiful Act of 2025. This CE session provides a detailed overview of the key features and implications of the Act, exploring its interaction with the Secure Act and Secure Act 2.0. Participants will gain insights into how these laws collectively influence access, tax advantages, and long-term savings strategies.

The session will also cover the definition of retirement planning, review the types of retirement plans available through employers, and compare traditional and Roth individual retirement accounts. It will guide professionals through the essential steps to determine an individual’s retirement needs, goals, and objectives.

Key Topics:

  • Legislative Reform Overview
  • Secure Act Interaction
  • Retirement Plan Options
  • Tax Advantage Analysis
  • Future Strategy Outlook

The CE virtual session will conclude with an analysis of the future of retirement planning strategies, including the President’s agenda, congressional attitudes, budget constraints, and the impact of artificial intelligence tools. By joining this session, participants will enhance their understanding of current legislative changes and their practical effects on retirement planning.

For more CPE Finance Courses, Click here.

Learning Objectives

  • Discuss the major provisions of the One Big Beautiful Act of 2025.
  • Identify connections between the OBBBA, Secure Act, and Secure Act 2.0.
  • Analyze various retirement plan types and their benefits.
  • Explain key factors affecting future retirement strategies.
  • Explore how political and technological changes shape retirement planning.

Qualifies For

License details Credits Status
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 343286) 1 CE Approved
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Earn Your Accounting CPE Credits with Drew Stevens
Drew Stevens

CEO and Leadership Change Expert
Stevens Performance

Nov 10th, 2025

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Warren Bergstein
Warren Bergstein

Account Executive
Adelman Katz & Mond LLP

Nov 10th, 2025

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Ilene Slatko
Ilene Slatko

Account Executive
DSS Consulting

Nov 10th, 2025

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Reviews and Ratings

out of 5

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7 ratings

Excellent

Very Good

Average

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JW

Jennifer Woosley, CFO/Controller
3 ratingratingratingratingrating

Both instructors were very knowledgable on their subject matter and shared good information. Mr. Stevens was excellent on content and presentation. Mr. Bergstein seemed to struggle some with the technology, but he clearly knows his subject well.

KS

Kay Shanker, Other(s)
4 ratingratingratingratingrating

It ran past the promised completion time which messed up my schedule.

CC

Christine Chen, Senior Accountant
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It was informative. Just had to leave early because I had an urgent event.

HL

Heather Longfellow, Tax Manager
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Thank you

MC

Michele Chalmers, Finance Manager
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I thoroughly enjoyed the presentations by Drew and Ilene. They were comprehensive, easy to follow and contained so much useful information.

YB

YING BAI, Consultant
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All presenters are well prepared and have different areas of expertise. Time well spent for knowledge building and sharing plus earning 4 CPE credits,

MC

Michele Chalmers, Finance Manager
5 ratingratingratingratingrating

Today's sessions were wonderful. Ilene and Drew are incredibly well spoken and both did a masterful job of organizing and disseminating a tremendous amount of information. As I am Canadian, I did not stay for the third presentation, which was U.S. focused. I learned a lot today, and am looking forward to applying this new knowledge to my own financial strategies and to sharing it with others in my circles.

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com



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