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22WA-3427: Build Your Personal Net Worth (Webinar)

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

Friday, November 4, 2022
8:00am - 10:00am Central Time
2 CPE (2 technical)

By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. 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 people who appear wealthy may be living paycheck to paycheck
  • 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 your money
  • 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?

Financial Professionals

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 Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Some investing knowledge
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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