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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
Select the topics of your interest to receive Webinars/Virtual Events/E-Books/Podcasts of your interest.
Reviewed
When investors seek to return, most consider stocks.
However, there is a wealth of opportunities to invest in other items besides stocks and not just bonds, mutual funds, or foreign exchange. They're a fairly new dynamic asset class, alternatives cover a wide range of investments with unique characteristics. Alternative asset classes are fairly new, and create some levels of liquidity but provide attractive alternative means than stocks or mutual funds.
Most alternative investment assets are held by institutional investors or accredited, high-net-worth individuals because of their complex nature, lack of regulation, and degree of risk. Many alternative investments have high minimum investments and fee structures, especially when compared to mutual funds and exchange-traded funds (ETFs). These investments also have less opportunity to publish verifiable performance data and advertise to potential investors.
This Online CPE finance webinar aims to provide you with what alternative asset classes exist so that you are more informed for clients and can provide alternatives not previously considered.
Alternative investments like cryptocurrency, real estate, and opportunity zones offer greater portfolio diversification and lower overall risk with the potential for higher returns. As alternative investments become a larger part of the investing landscape and more available to different types of investors, they're increasingly important to know about for both investors and current or aspiring investment professionals hoping to accelerate their careers.
Major topics included:
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.
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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.
198 Ratings
Excellent
112
Very Good
64
Average
17
Poor
3
Terrible
1
AG
Dec 27th, 2023
This gave a good overview of different types of financial instruments and how to choose the right ones depending on a persons interest and tolerance for risk.
JC
Nov 22nd, 2023
Great course. Its an up to date look on the economic markets. I had to watch it twice.
TH
Dec 17th, 2023
Interesting way to present this information. Enjoyed it.
PA
Mar 30th, 2022
Webinar was great.
JR
Dec 28th, 2022
Great Info
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