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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
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This course is valid up to February 5th, 2025 for FP Canada Professionals. It is advisable to complete this course before that to get the credit on time.
This course is valid up to December 31st, 2024 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
Real wealth isn’t determined by the amount of money you make. Instead, it comes from spending less than you earn and investing the difference properly so that your savings grow. Most people these days will earn more than a million dollars in their lifetime. But far too many fail to develop good saving habits, and as they earn more income over time, they spend more. Don’t be one of them!
In this CPE webinar, you will estimate how much you will need when you retire and then figure out how you can save enough money for you to retire comfortably. We will also explore budgeting, debt management, and passive income options for your retirement spending if time permits.
You will be asked to write your immediate, target, and stretch personal and professional goals. How never adding time will help you get to your goal faster. This course will also help you to understand how to utilize data to project your salary expectations and also devise a possible saving and investing schedule to attain your desired retirement financial reward.
Join this CPE Finance Webinar, to understand how to be a money master millionaire!
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
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.
150 Ratings
Excellent
60
Very Good
45
Average
28
Poor
8
Terrible
9
EM
May 8th, 2023
Not the usual CPE course, a nice change with some very useful information and perspective.
DNBS
Jan 24th, 2024
Nice and holistic with technical information that is necessary to know
DW
Apr 26th, 2022
This was a very interesting and interactive class.
JF
Dec 12th, 2023
Was different than most... interesting.
BM
Dec 24th, 2023
great
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