Building Your Personal Net Worth: Invest in Your Future
Thursday, June 12, 2025
1-3 p.m. Central
2 CPE (2 technical)
Course code: 25WA-1870
View pricing
Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
- Wednesday, April 2, 2025 - Webinar
- Tuesday, April 15, 2025 - Webinar
- Thursday, May 15, 2025 - Webinar
- Monday, May 26, 2025 - Webinar
- Monday, June 2, 2025 - Webinar
- Saturday, June 7, 2025 - Webinar
- Wednesday, June 25, 2025 - Webinar
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.
Major subjects
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Why people who appear wealthy may be living paycheck to paycheck
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Why a millionaire may be living in the ordinary house next door
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Early and mid-career strategies for accumulating wealth
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Where and how to invest your money
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Why fees and commissions should concern you
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Strategies for buying stocks, mutual funds and ETFs
Learning objectives
-
Understand the strategies that real people with ordinary jobs used to become financially independent
Who should take this program?
Pricing
Standard Member Fee |
$79.00
|
Standard Nonmember Fee |
$79.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
Instructor
John Daly, MBA, CPA, CMA, CPIM
Location
Online
Area
of study
Personal development
Field(s)
of study
Auditing - Technical (1.0)
Accounting - Technical (1.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Some investing knowledge
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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