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Live Webcast Replay

Build Your Personal Net Worth


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

Average Rating:
   178
Categories:
Accounting and Auditing |  ACPEN Industry Institute |  Industry
Speaker:
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.


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 use 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

Speaker

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

Tue, Mar 12, 2024 - 09:00am to 11:00am CDT
Thu, Mar 21, 2024 - 09:00am to 11:00am CDT
Thu, Mar 21, 2024 - 06:00pm to 08:00pm CDT
Thu, Apr 11, 2024 - 09:00am to 11:00am CDT
Sat, Apr 20, 2024 - 09:00am to 11:00am CDT
Mon, Apr 22, 2024 - 09:00am to 11:00am CDT
Mon, May 13, 2024 - 09:00am to 11:00am CDT
Sat, May 18, 2024 - 09:00am to 11:00am CDT
Wed, May 22, 2024 - 09:00am to 11:00am CDT
Thu, Jun 06, 2024 - 06:00pm to 08:00pm CDT
Wed, Jun 12, 2024 - 08:00am to 10:00am CDT
Wed, Jun 12, 2024 - 10:00am to 12:00pm CDT
Tue, Jun 18, 2024 - 06:00pm to 08:00pm CDT

Additional Info

Basic Course Information

Prerequisites Some investing knowledge
Advanced Preparation None
Course Developer Executive Education, Inc.
Designed For

Financial Professionals


Yellow Book No
Original Recording Date 07/21/2021
Date Added to Catalog 06/02/2021

Additional Information

Instructional Delivery Method Group Internet Based
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
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.
Course Registration Requirements Online Registration

Promo Video

Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 178

Comments

Neil D - Pensacola, Florida

"Good course"

Sarah G

"Excellent!"

Megan J

""Bad neighborhood" seems like an unnecessary detail and a microaggresion.Would have appreciated some detail on why 35% of people have withdrawn from retirement (perhaps home loans, etc?). It's not always bad. The discussion around funding education for your kids was a display of privilege. A lot of parents aren't able to fund their children's education, so what's the solution there? Isn't this a recording? Couldn't you have done multiple takes when John was misspeaking on Mean, Median, and Mode."

Bradly D

"Really good course. Material is very appropriate and should be taught to everyone."

Demie Z

"Great subject!"

Allan M

"Appreciate the information about "The Rittenhouse Rankings" and the Bob Baird's SWAM Method. Overall very good discussion and sharing between John and Mario."

Ellen O

" "

Michael S

"Nice speakers, enjoyed listening to them. "

Rhonda C

"Loved this course! "

Hope K

"Great Course"