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Build Your Personal Net Worth

  • 04/19/2021
  • 9:00 AM - 10:50 AM
  • Webinar-ACPEN

Registration


Register

Overview:

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.

Objectives:

  • *Understand the strategies that real people with ordinary jobs use to become financially independent
Topics Discussed:

*  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

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

Level: Basic

Instructor: John L. Daly

Developer: Executive Education, Inc.

CPE Credits: 2

Area(s) of Study: Finance - Technical

Prerequisite:  None


Visit Us:

3100 South Columbia Road
Suite 500
Grand Forks, ND 58201

Contact Us: 

 (701) 775-7111
or (877) 637-2727
Email: info@ndcpas.org

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