Mobile Edition

Build Your Personal Net Worth (ACBYPN17)

Date:Friday, September 13, 2019
Time:12:00PM - 2:00 PM
(Registration at 11:30AM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: John L. Daly
Course Level:Basic
Early Bird Price:$79.00 FICPA Members, $109.00 Non-Members


By the nature of our work and training, financial professionals are more sophisticated than the general population about their own personal finances. 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.


  • Understand the strategies that real people with ordinary jobs use to become financially independent

    Major Topics:

  •   Why the people you think are wealthy probably aren't

  •   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

  •   Why fees and commissions should concern you

  •   Strategies for buying stocks, mutual funds and ETFs

    Who Should Attend:
    Anyone who would like insights about how to build their personal net worth


    Advanced Preparation:


    If listed below, select the appropriate sessions or options to continue with your purchase.

    Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.