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22WA-4057: Build Your Personal Net Worth (Webinar)

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

Date Friday, December 23, 2022
Time 8:00am - 10:00am
Central Time
Location Online
CPE credits CPE 2.0
Field(s)
of study
Finance - Technical (2.0)
Instructor John Daly, MBA, CPA, CMA, CPIM
Executive Education, Inc.
Fees
Standard Member Fee $79.00
Standard Nonmember Fee $79.00

Description

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.

Who should take this program?

Financial Professionals

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.

Notes:

Course code Code 22WA-4057
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. Some investing knowledge
Advance
prep
None

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