Building Your Personal Net Worth: Invest in Your Future

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  • Location
    • Your Computer
      Your Space
      ISCPA / ACPEN Webinar, ID 00000
  • Credits
    • 1.00
  • Credit Type(s)
    • Behavioral Ethics (1.00)
  • Prerequisites
    • Some investing knowledge

  • Vendor
    • ACPEN
  • Level
    • Intermediate
  • Fields of Study
    • Ethics
  • Message
    • Virtual Experience

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.



  • Presented by John Daly, Harry Cohen

    • Delivery Format: Live Webcast Replay

    Designed For

    Finance Professionals

    Objectives

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

    Highlights

    • 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

    Advanced Prep

    None

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    Leaders

    ACPEN Panel

    No Biography Available

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