Overview
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The gap between Rich & Poor is getting wider
6 mins
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Ontario premier doug ford
18 mins
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Which Generation?
31 mins
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Retirement income transferring risk techniques
52 mins
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Overfund life insurance policy
71 mins
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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