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Build Your Personal Net Worth EEBPNW1
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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.

 Export to Your Calendar 11/6/2017
When: 7:00 AM to 9:00 AM
Where: Webinar/Webcast
United States
Presenter: John L. Daly, MBA, CPA, CMA, CPIM
Contact: April Deneault
801-466-8883
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Finance

Field of Study

Finance - Technical

Credit:  2

Level:  Basic

Designed for:

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

Objective

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

Description

Topics Discussed

  • Why the people you think are wealthy probably aren't and 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, ETFs and mutual funds

 

Price:  $79.00

Link to register:  http://cpe.cpacrossings.com/EEBPNW1?partner=uacpa

Event Code:  8131

Keywords:

Personal Finance Financial Planning Stocks Investments Wealth Net Worth Mutual Funds Etf

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