Building Your Personal Net Worth: Invest in Your Future
Total Credits: 2 including 1 Accounting - Technical, 1 Auditing- Technical
- Average Rating:
- 43
- Categories:
- ACPEN Industry Institute | Accounting and Auditing | Industry
- Speaker:
- John L. Daly, MBA, CPA, CMA, CPIM
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
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 | ||
| Building Your Personal Net Worth: Invest in Your Future Handout (777.9 KB) | Available after Purchase | ||
Speaker
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
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Tue, Apr 15, 2025 - 06:00pm to 07:49pm CDT
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Thu, May 15, 2025 - 01:00pm to 02:49pm CDT
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Mon, May 26, 2025 - 03:00pm to 04:49pm CDT
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Mon, Jun 02, 2025 - 09:00am to 10:49am CDT
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Sat, Jun 07, 2025 - 11:00am to 12:49pm CDT
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Thu, Jun 12, 2025 - 01:00pm to 02:49pm CDT
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Wed, Jun 25, 2025 - 03:00pm to 04:49pm CDT
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Mon, Jul 14, 2025 - 08:00am to 09:49am CDT
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Mon, Jul 21, 2025 - 08:00am to 09:49am CDT
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Mon, Jul 28, 2025 - 08:00am to 09:49am CDT
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Thu, Jul 31, 2025 - 05:00pm to 06:49pm CDT
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Fri, Aug 08, 2025 - 08:00am to 09:49am CDT
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Fri, Aug 15, 2025 - 08:00am to 09:49am CDT
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Fri, Aug 22, 2025 - 09:00am to 10:49am CDT
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Tue, Aug 26, 2025 - 05:00pm to 06:49pm CDT
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Thu, Sep 11, 2025 - 08:00am to 09:49am CDT
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Fri, Sep 19, 2025 - 08:00am to 09:49am CDT
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Wed, Sep 24, 2025 - 08:00am to 09:49am CDT
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Sat, Sep 27, 2025 - 09:00am to 10:49am CDT
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Thu, Oct 09, 2025 - 08:00am to 09:49am CDT
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Tue, Oct 21, 2025 - 08:00am to 09:49am CDT
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Sat, Oct 25, 2025 - 09:00am to 10:49am CDT
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Thu, Oct 30, 2025 - 08:00am to 09:49am CDT
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Tue, Nov 04, 2025 - 08:00am to 09:49am CST
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Fri, Nov 14, 2025 - 08:00am to 09:49am CST
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Thu, Nov 20, 2025 - 05:00pm to 06:49pm CST
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Sat, Nov 22, 2025 - 10:00am to 11:49am CST
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Fri, Dec 05, 2025 - 08:00am to 09:49am CST
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Wed, Dec 17, 2025 - 08:00am to 09:49am CST
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Sat, Dec 27, 2025 - 08:00am to 09:49am CST
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Tue, Dec 30, 2025 - 08:00am to 09:49am CST
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Fri, Jan 16, 2026 - 10:00am to 11:49am CST
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Mon, Jan 26, 2026 - 11:00am to 12:49pm CST
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Fri, Feb 13, 2026 - 01:00pm to 02:49pm CST
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Mon, Feb 23, 2026 - 09:00am to 10:49am CST
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Mon, Mar 16, 2026 - 10:00am to 11:49am CDT
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Wed, Mar 25, 2026 - 11:00am to 12:49pm CDT
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Thu, Apr 16, 2026 - 01:00pm to 02:49pm CDT
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Fri, Apr 24, 2026 - 09:00am to 10:49am CDT
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Wed, May 13, 2026 - 10:00am to 11:49am CDT
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Fri, May 22, 2026 - 11:00am to 12:49pm CDT
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Fri, Jun 12, 2026 - 01:00pm to 02:49pm CDT
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Mon, Jun 22, 2026 - 09:00am to 10:49am CDT
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Additional Info
Basic Course Information
Prerequisites Some investing knowledgeAdvanced 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 PolicyPlease 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.
Promo Video
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