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Live Webcast Replay

Building Your Personal Net Worth: Invest in Your Future

Total Credits: 2 including 1 Accounting - Technical, 1 Auditing- Technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Accounting and Auditing |  Industry
Faculty:
John L. Daly, MBA, CPA, CMA, CPIM
Course Levels:
Intermediate
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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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.

Basic Course Information

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

Major Subjects
  • 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

Course Materials

Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) Available after Purchase

Faculty

John L. Daly, MBA, CPA, CMA, CPIM's Profile

John L. Daly, MBA, CPA, CMA, CPIM Related Seminars and Products

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".

Dates

Wed, May 15, 2024 - 08:00am to 09:43am MDT
Tue, May 21, 2024 - 05:00am to 06:43am MDT
Fri, May 24, 2024 - 12:00pm to 01:43pm MDT
Sat, Jun 08, 2024 - 09:00am to 10:43am MDT
Tue, Jun 18, 2024 - 08:00am to 09:43am MDT
Tue, Jun 18, 2024 - 10:00pm to 11:43pm MDT
Sat, Jun 22, 2024 - 11:00am to 12:43pm MDT
Thu, Jul 18, 2024 - 05:00pm to 06:43pm MDT
Tue, Jul 23, 2024 - 08:00am to 09:43am MDT
Fri, Jul 26, 2024 - 10:00pm to 11:43pm MDT
Tue, Aug 20, 2024 - 12:00pm to 01:43pm MDT
Tue, Aug 20, 2024 - 05:00pm to 06:43pm MDT
Sat, Aug 24, 2024 - 08:00am to 09:43am MDT
Sat, Sep 14, 2024 - 10:00pm to 11:43pm MDT
Tue, Sep 17, 2024 - 12:00pm to 01:43pm MDT
Tue, Sep 24, 2024 - 02:00pm to 03:43pm MDT
Wed, Sep 25, 2024 - 08:00am to 09:43am MDT
Fri, Oct 18, 2024 - 10:00pm to 11:43pm MDT
Sat, Oct 19, 2024 - 11:00am to 12:43pm MDT
Sat, Oct 26, 2024 - 09:00am to 10:43am MDT
Mon, Oct 28, 2024 - 08:00am to 09:43am MDT
Tue, Nov 12, 2024 - 05:00am to 06:43am MST
Thu, Nov 14, 2024 - 12:00pm to 01:43pm MST
Thu, Nov 21, 2024 - 02:00pm to 03:43pm MST
Sat, Nov 23, 2024 - 08:00am to 09:43am MST
Thu, Dec 12, 2024 - 05:00am to 06:43am MST
Thu, Dec 19, 2024 - 12:00pm to 01:43pm MST
Thu, Dec 26, 2024 - 02:00pm to 03:43pm MST
Sat, Dec 28, 2024 - 08:00am to 09:43am MST
Thu, Jan 02, 2025 - 10:00pm to 11:43pm MST
Fri, Jan 17, 2025 - 12:00pm to 01:43pm MST
Tue, Feb 04, 2025 - 02:00pm to 03:43pm MST
Sat, Feb 15, 2025 - 08:00am to 09:43am MST
Mon, Feb 17, 2025 - 10:00pm to 11:43pm MST
Fri, Mar 14, 2025 - 12:00pm to 01:43pm MDT
Mon, Mar 31, 2025 - 02:00pm to 03:43pm MDT
Wed, Apr 02, 2025 - 08:00am to 09:43am MDT
Tue, Apr 15, 2025 - 05:00am to 06:43am MDT
Thu, May 15, 2025 - 12:00pm to 01:43pm MDT
Mon, May 26, 2025 - 02:00pm to 03:43pm MDT
Mon, Jun 02, 2025 - 08:00am to 09:43am MDT
Sat, Jun 07, 2025 - 10:00pm to 11:43pm MDT
Thu, Jun 12, 2025 - 12:00pm to 01:43pm MDT
Wed, Jun 25, 2025 - 02:00pm to 03:43pm MDT

Additional Info

Basic Course Information

Prerequisites Some investing knowledge
Advanced Preparation None
Designed For Finance Professionals
Original Recording Date 04/2024
Course Developer Executive Education, Inc.
Date Added to Catalog 04/20224
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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