Building Your Personal Net Worth: Invest in Your Future
2.00 Credits
Member Price $79
Non-Member Price $109
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.
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
Prerequisites
Some investing knowledge
Designed For
Finance Professionals
Objectives
- Understand the strategies that real people with ordinary jobs used to become financially independent
Preparation
None
Leader(s):
Leader Bios
John Daly, Executive Education, Inc.
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. Earlier in his career, John was Chief Financial Officer for a Tier 1 automotive parts supplier, CFO for a large restaurant chain and COO for a window treatments manufacturer and retailing chain. He is the author of Pricing for Profitability, published by Wiley & Sons, Inc.
Non-Member Price $109
Member Price $79