Income or Assets Building: A Plan Not a Portfolio

Webinar Qualifies For

• 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
• 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
• 1 CPD Credit of Finance for CPA in Canada
• 1 CE Credit of Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 321331)
• 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
• 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
• 1 CPD Credit of Finance for Accredited in Business Valuation (ABV)
• 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
• 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 1 CE Credit of Finance for Chartered Financial Consultant (ChFC)
• 1 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
• 1 CPD Credit for Chartered Accountant - ICAEW
• 1 CE Credit of Financial Planning and Analysis for Certified Treasury Professional (CTP)
• 1 CE Credit of Finance for Retirement Income Certified Professional (RICP)
• 1 CE Credit of Finance for Financial Services Certified Professional (FSCP)
• 1 CE Credit of Finance for Wealth Management Certified Professional (WMCP)
• 1 CE Credit of Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE021)
• 1 CE Credit of Financial Planning for Chartered Life Underwriter (CLU)
• 1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
• 1 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
• 1 CE Credit of Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE021)
• 1 CPD Credit for Chartered Accountants - Scotland
• 1 CE Credit of Finance for Chartered Advisor in Senior Living (CASL)
• 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
• 1 CPD Credit for Chartered Accountants - Ireland (CAI)
• 1 CPD Credit for CPA - Ireland
• 1 PL Credit of Finance for CIPM
• 1 CE Credit of Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE021)
• 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
• 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)
• 1 CE Credit of Finance for Chartered Special Needs Consultant (ChSNC)

About Instructor

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.

Additional Information

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.