How to be a Money Master Millionaire (Part 3)

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

The gap between Rich & Poor is getting wider

6 mins
Ontario premier doug ford

18 mins
Which Generation?

31 mins
Retirement income transferring risk techniques

52 mins
Overfund life insurance policy

71 mins
Estate planning & Tax considerations

88 mins

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/Bookeeper
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 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
2 CPE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
2 CPD Credit for Chartered Certified Accountants (ACCA)
2 CPE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
2 CPE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
2 CPE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
2 CPE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
2 CPE Credit of Financial Planning 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 CE Credit of General Principles of Financial Planning for Certified Financial Planner (US) (Approval No. 305058)
2 PL Credit of Finance for Chartered Financial Analyst (CFA)

Additional details

Course Level :

Basic
Credits :

2
Instructional Method :

QAS Self Study
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

Marketing Director, World Financial Group

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

World Financial Group

www.worldfinancialgroup.com/

Our Vision

To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future.

Our Mission

To empower financial services entrepreneurs with the tools they need to help families have better futures.

Faq

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