How to be a Money Master Millionaire (Part -3 )

Course Description
Course Qualification
Presenter
FAQ

Course Description

This is the third and last part of the “How to be a money master millionaire” series by Linda Yao.

In part 1, you should have determined what you really want to achieve during your lifetime here on earth with 20 professional wants and 20 personal wants. This exercise is to push you to start dreaming again. When we were young, we dreamed of becoming many things. As we get older, other priorities got in the way and we put our dreams on hold. Over time, we only focused on survival. At the end of part 1, you should have a list of personal and professional dreams that you like to achieve. Select 1 and only 1 from each category to ask yourself 7 whys. This will drive you to the real reasons why you want to achieve those 2 top goals.

In part 2, you have been introduced to the ways in which we identify how much money we will need for retirement. In part 2, we tackled how we approach money in today's reality. We are taught to either increase our income or decrease expenses to get enough money for our retirement. Again, we never considered our dream. We never ask ourselves what we should do to earn more income and achieve our dream.

In this CPE part 3, you will be introduced to the world of dream achievers who realized their dreams by doing what they intend to do in this lifetime. In the process, they made millions. But they are far and few between.

Over 70% of startups fail within the first 25 months.

What are the strategies you can apply to withdraw your savings to make them last longer?

How can you transfer the risk of running out of money to the government and to insurance agencies?

Join this CPE Finance Webinar to get answers to all such questions!

Here is the link to your interests: Personal Finance Courses

Learning Objectives

To explain how to be financially independent as an entrepreneur.
To analyze how to reduce the risk associated with being financially independent as an entrepreneur.
To discuss how to create the retirement income for life with an added cash injection in the latter part of life.
To inspect strategies that can be applied to withdraw savings to make them last longer.

Recommended For

This CPE webinar is recommended for CPA, CVA, CBA/MCBA, ABV, CMA, CFA, CIPM, PFS, FPAC, ChFCA, CASL, ChSNC, RICP, WMCP, FSCP, CGFM, CFIRS, CWS, and other finance professionals who want to understand how to be financially independent as an entrepreneur.
This CPE/CPD course is also helpful for Canadian CPAs, CA - ICAEW, ACCA, CA - Ireland, CA - Scotland, and CPA – Ireland who want to know how to create the retirement income for life with an added cash injection in the latter part of life.

Who Should Attend?

Certificate in Investment Performance Management
Certified Management Accountant (CMA)
Certified Public Accountant (CPA)
Certified Valuation Analysts
Chartered Financial Analyst
CPA (Industry)
CPA - Large Firm
CPA - Mid Size Firm
CPA - Small Firm
Personal Financial Specialist (PFS)
Young CPA

Course Qualification

Webinar Qualifies For

2 General Credit for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit of Finance for Accredited in Business Valuation (ABV)
2 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
2 CPE Credit for Certified Government Financial Manager (CGFM)
2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
2 CPE Credit of Finance for Certified Valuation Analyst (CVA)
2 CPD Credit for CA - ICAEW
2 PL Credit for Chartered Financial Analyst (CFA)
2 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
2 CPE Credit for Chartered Financial Consultant (ChFC)
2 CPD Credit for Chartered Certified Accountants (ACCA)
2 CPE Credit for Financial Services Certified Professional (FSCP)
2 CPE Credit for Chartered Advisor in Senior Living (CASL)
2 CPE Credit for Chartered Special Needs Consultant (ChSNC)
2 CPE Credit for Retirement Income Certified Professional (RICP)
2 CPE Credit for Wealth Management Certified Professional (WMCP)
2 PL Credit for Certificate In Investment Performance Measurement (CIPM)
2 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
2 CRE Credit for Certified Corporate FP&A Professional (FPAC)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for Chartered Accountants - Scotland
2 CPD Credit for CPA - Ireland
2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
2 CE Credit for Certified Wealth Strategist (CWS)
2 CPE Credit for Certified Management Accountants (CMA)

Additional details

Course Level :

Basic
Credits :

2
Instructional Method :

Group Internet Based
Pre-requisites :

None
Advance Preparation :

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

Presenter

About Presenter

Linda Yao

, 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.

About Company

EXPERIOR FINANCIAL GROUP Inc.

experiorfinancial.com

CEO, Jamie Prickett and President, Lee-Ann Prickett have a combined 30+ years in the financial services industry serving customers.

They have taken the best of the captive companies, the best of the broker world and the best of the network marketing organizations to create a genuinely unique Tri-Brid, Managing General Agency (MGA) that works for both our clients and our agents.

Established in 2014, our 2000+ team of well trained, state and provincially licensed associates are available across Canada and the USA to assist you with all of your insurance and investment needs. Our associates appreciate the ongoing training and support they receive throughout their financial services career with Experior Financial Group.

Experior Financial Group: headquartered in Guelph, Ontario Canada and Cheektowaga, New York USA. Our Experior Financial Group Executives boast well into hundreds of years of experience in the financial industry. Experior Financial Group Representatives receive a high level of training, ongoing support and mentoring from our hands on Executive Leaders ensuring that our clients receive superior solutions.

We have become known across the country as one of the fastest growing MGA’s in Canada and we have expanded into the USA to bring this unique model south of the border. Experior Financial Group is also a proud member of CAILBA.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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