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Build Your Personal Net Worth

05.29.23 10:00AM – 05.29.23 12:00PM





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General Info


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.

  • <span style="font-family:"Palatino Linotype",serif">Why people who appear wealthy may be living paycheck to paycheck
  • <span style="font-family:"Palatino Linotype",serif">Why a millionaire may be living in the ordinary house next door
  • <span style="font-family:"Palatino Linotype",serif">Early and mid-career strategies for accumulating wealth
  • <span style="font-family:"Palatino Linotype",serif">Where and how to invest your money
  • <span style="font-family:"Palatino Linotype",serif">Why fees and commissions should concern you
  • <span style="font-family:"Palatino Linotype",serif">Strategies for buying stocks, mutual funds and ETFs
  • Understand the strategies that real people with ordinary jobs use to become financially independent.
Designed For

Financial Professionals

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