Build Your Personal Net Worth (2 hours)

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Apr 24, 2020

Registration: 6:30 AM / Program: 7:00 AM - 9:00 AM


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


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.

Designed For

Anyone who would like insights about how to build their personal net worth


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

Major Subjects

  • 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

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email