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Live Webcast Replay

Build Your Personal Net Worth

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

Average Rating:
   132
Categories:
Accounting and Auditing |  ACPEN Industry Institute |  Industry
Faculty:
John L. Daly, MBA, CPA, CMA, CPIM
Course Levels:
Intermediate
Duration:
2 Hours
License:
Access for 30 day(s) after program date.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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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

Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) Available after Purchase
BYPNW PPT Handout (2.5 MB) Available after Purchase
Build Your Personal Net Worth_Q&A (15.8 KB) Available after Purchase

Faculty

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

Thu, Mar 30, 2023 - 11:00am to 01:00pm MDT
Fri, Apr 07, 2023 - 08:00am to 10:00am MDT
Fri, Apr 14, 2023 - 08:00am to 10:00am MDT
Mon, Apr 24, 2023 - 08:00am to 10:00am MDT
Thu, Apr 27, 2023 - 11:00am to 01:00pm MDT
Fri, May 05, 2023 - 08:00am to 10:00am MDT
Fri, May 12, 2023 - 08:00am to 10:00am MDT
Sat, May 20, 2023 - 09:00am to 11:00am MDT
Mon, May 29, 2023 - 08:00am to 10:00am MDT
Fri, Jun 02, 2023 - 08:00am to 10:00am MDT
Mon, Jun 12, 2023 - 08:00am to 10:00am MDT
Sat, Jun 24, 2023 - 09:00am to 11:00am MDT
Fri, Jun 30, 2023 - 08:00am to 10:00am MDT
Fri, Jul 07, 2023 - 08:00am to 10:00am MDT
Mon, Jul 10, 2023 - 07:30am to 09:30am MDT
Thu, Jul 27, 2023 - 11:00am to 01:00pm MDT
Fri, Jul 28, 2023 - 08:00am to 10:00am MDT
Fri, Aug 04, 2023 - 08:00am to 10:00am MDT
Mon, Aug 14, 2023 - 08:00am to 10:00am MDT
Sat, Aug 26, 2023 - 09:30am to 11:30am MDT
Wed, Aug 30, 2023 - 08:00am to 10:00am MDT
Wed, Sep 06, 2023 - 08:00am to 10:00am MDT
Thu, Sep 14, 2023 - 08:00am to 10:00am MDT
Fri, Sep 29, 2023 - 08:00am to 10:00am MDT
Sat, Sep 30, 2023 - 09:30am to 11:30am MDT
Mon, Oct 02, 2023 - 08:00am to 10:00am MDT
Tue, Oct 10, 2023 - 08:00am to 10:00am MDT
Thu, Oct 26, 2023 - 11:00am to 01:00pm MDT
Tue, Oct 31, 2023 - 08:00am to 10:00am MDT
Fri, Nov 03, 2023 - 08:00am to 10:00am MDT
Fri, Nov 10, 2023 - 08:00am to 10:00am MST
Sat, Nov 18, 2023 - 09:30am to 11:30am MST
Thu, Nov 30, 2023 - 06:00am to 08:00am MST
Fri, Dec 01, 2023 - 08:00am to 10:00am MST
Tue, Dec 12, 2023 - 08:00am to 10:00am MST
Fri, Dec 29, 2023 - 09:00am to 11:00am MST
Sat, Dec 30, 2023 - 09:30am to 11:30am MST

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:      4.6

Total Reviews: 132

Comments

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"

Elizabeth S

"Excellent presentation. I always look for courses offered by John L. Daly"

Nicholas T

" "

Curtis F

"Excellent advice!"

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