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Live Webcast Replay

50 Facts Every Investor Should Know


Total Credits: 1 including 1 Finance - Technical

Average Rating:
   38
Categories:
Partner Produced
Speaker:
Paul A. Merriman
Course Levels:
Basic
Duration:
1 Hour
License:

Dates


Description

In this 50 minute presentation Paul will cover 50 of the most important investment ideas we should understand.  Each of these 50 ideas are the source of knowledge that should lead to better returns, less risk or greater peace of mind.  Warren Bufett say, “To be a success one only has to do a very few things right, as long as they don’t do too many things wrong.”  This list of 50 includes all of the things you need to do right along with a bunch of things most investors do wrong.  The list of 50 gives perspective to how investing really works so we don’t get sucked into expensive sales pitches that will likely make the sales person more than the investor.  

Basic Course Information

Learning Objectives

*Learn a lot of very important lessons about successful investing

*At least 10 of the 50 have the ability to make a million dollar difference over the life of an investor

*Several of the one minute pieces are so important that Paul hopes to motivate the viewer to dig a little deeper and put the idea to work in their own portfolio


Major Subjects

*Paul's list of 50 also includes some of the most common myths of investing

*With only one minute devoted to each idea, this is a list CPAs may want to share with their clients


Course Materials

Speaker

Paul A. Merriman Related Seminars and Products


Paul A. Merriman is committed to educating people of all ages to get the most from their retirement investments. In 1983 he founded  Merriman Wealth Management, an investment advisory firm in Seattle, WA.  When he retired in 2012 he established the Merriman Financial Education Foundation.  He writes a weekly column on the Retirement page of MarketWatch.com, produces a weekly podcast on paulmerriman.com and underwrites an investment class at Western Washington University.  His books include “Financial Fitness Forever” and “Live It Up Without Outliving Your Money.”  He also has 3 free e-books that are available on his website.  “First time Investor: Grow and protect your money”: “101 investment decisions guaranteed to change your financial future” and “Get smart or get screwed: How to select the best and get the most out of your financial advisor.” 


Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

All CPAs


Original Recording Date

04/14/2017


Yellow Book

No


Course Developer

WSCPA


Date Added to Catalog

03/01/2017


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. 


Reviews

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1

Overall:      4.7

Total Reviews: 38

Comments

Sarah G

"Thanks!"