Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

21WA-0457: Build Your Personal Net Worth (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Monday, April 19, 2021
9:00am - 10:50am Central Time
2 CPE (2 technical)

By the nature of our work and training, financial professionals are more sophisticated than the general population about their own personal finances. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth.

If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing.

Major subjects

  •   Why the people you think are wealthy probably aren't
  •   Why a millionaire may be living in the ordinary house next door.
  •   Early and mid-career strategies for accumulating wealth
  •   Where and how to invest
  •   Why fees and commissions should concern you
  •   Strategies for buying stocks, mutual funds and ETFs

Learning objective(s)

  • Understand the strategies that real people with ordinary jobs use to become financially independent

Who should take this program?

Anyone who would like insights about how to build their personal net worth

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Instructor John Daly, MBA, CPA, CMA, CPIM
Location Online
Area
of study
Financial planning
Field(s)
of study
Finance - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog

If you have questions about this event, please call us at 952-831-2707.