for Enterprise Subscriptions
$25/user
(Minimum 10 users)
$199/user
(Minimum 3 users)
You have Not Selected the Monthly or Annual Plan
Create your Free Account | Get Unlimited Access only @$199/Year ( View Details )
Trusted by 250,000+ Professionals for Continuing Education
Already have an account? Log In
To Continue using Trial, please verify your email address
You can cancel anytime during your trial period.
Trusted by 250,000+ Professionals
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
Select the topics of your interest to receive Webinars/Virtual Events/E-Books/Podcasts of your interest.
According to Warren Buffett - The rich plan for 3
generations and the poor plan for Saturday Night.
Life
presents all of us with circumstances – some good – some bad. We all believe
that we will live forever, healthy and vibrant, yet, life as some of us know throws us all curveballs. Whether we are 20 and just beginning a career or 50
and seeking to retire, we must all seek better methods for planning our
futures.
How to
minimize tax implications and heaven forbid at time of incapacity or death,
someone else gets your money other than Uncle Sam. The goal here is not to
scare you but to help you understand your options, minimize taxes, and plan for
a liquid financial future.
Most people don't leverage when it comes to
Estate Planning. So this CPD course will show attendees how to create leveraged
Estate Planning. As a result, beneficiaries will get more money, sooner, and be
tax-free.
So many
self-made investors, when they are alive, want their money to grow and are
worried about management fees and the rate of return. What they fail to plan is
how much money will be taxed before their beneficiaries receive the money.
This CPD webinar will help attendees learn the steps required to do Estate Planning.
Note: Please take note that Linda Yao is a Canadian. She might be explaining a topic from real life by utilizing Canadian examples. However, the course is also acceptable for US titles. Below the course name, we have included the acceptable titles for continuing education.
, EXPERIOR FINANCIAL GROUP Inc.
Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.
While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily.
It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax.
She is focused on helping them in building wealth for future generations to leave a sizable
legacy effortlessly by following a few simple steps.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
63 Ratings
Excellent
28
Very Good
31
Average
4
Poor
0
Terrible
0
DH
Feb 16th, 2022
Thanks Linda and Sam!
JD
Jun 28th, 2022
Informative
AL
Feb 16th, 2022
Overall, the webinar did a good job evaluating the upsides of life insurance, but I feel not enough attention was paid to the statistical returns of stocks relative to life insurance- the focus was mainly on tax implications and the low-risk factor, but I think it would be helpful if we looked at expected returns vs a broad market index
XWX
May 13th, 2022
I like the topic, even it is not directly relevant to my job responsibility, but it helps every one to think for arranging their investment and retirement.
SK
Feb 16th, 2022
Not applicable to be my but interesting on a personal level.
1.5 Credits
Add to WatchlistThis course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
General
CPD
PL
CE
Your inquiry has been received. We will notify you once this webinar is available
CloseThank you for subscribing 7 Days Free Trial.
Experience myCPE at its best! Upgrade your browser for a more interactive, user-friendly interface, and stay ahead in your professional development journey.
Upgrade NowWe were looking so hard for you now that you are finally here, So would you tell us how you found out about us?
Thank you for submitting your inquiry! We will contact you soon.
Close