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.
Basic Course Information
Understand the strategies that real people with ordinary jobs use to become financially independent.
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
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED
John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development. He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal. John has been CFO for a Tier 1 automotive 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 and Sons and a novel, "Tool & Die".
Basic Course Information
Some investing knowledge Advanced Preparation
None Designed For
Original Recording Date
07/21/2021 Yellow Book
No Course Developer
Executive Education, Inc. Date Added to Catalog
Complaint Resolution Policy
Please contact Anne Taylor for any complaints. firstname.lastname@example.org, (972-377-8199). Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org Instructional Delivery Method
Group Internet Based Course Registration Requirements
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