Skip to main content

Building Your Personal Net Worth: Invest in Your Future

Saturday, December 28
 10:00am - 12:00pm

(Check-In )

Add to Calendar

Online

2.00 Credits

Member Price $79.00

Non-Member Price $109.00

Overview

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.

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

Designed For

Finance Professionals

Prerequisites

Some investing knowledge

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/loginhttps://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Leader(s):

Leader Bios

John Daly, Executive Education, Inc.

John L. Daly, MBA, CPA, CMA, CPIM, has been a professional speaker since 1995. He seeks to make every session lively, informative and fun using a combination of case discussion, lecture and peer-to-peer interaction. John has presented in 46 states and 5 provinces on topics that include Accounting, Finance, Management, Software and Ethics. He began presenting ethics two weeks before the Enron scandal broke. John has been CFO for a Tier 1 automotiv parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer. He is the author of Pricing for Profitability, published by Wiley & Sons, as well as numerous professional articles.

Return to Top

Non-Member Price $109.00

Member Price $79.00