February 27, 2023

Webinar

1.5 Total CPE Credits

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Webinar (AICPA): The Prosperity Playbook: A Business Owner’s Journey to Time, Mind and Money Freedom

  • Instructor

    Mackey McNeill

Build your prosperity playbook to decrease stress, boost profits and increase available time.

Learning Objectives

*Identify ideas to create time, mind and money freedom in your business and that of your business owner clients *Determine your next one step on your path to prosperity.

Major Topics

• Discover how to go from high stress and no time to profits, less stress and more time
• Learn how others have transformed their businesses and their lives with the “prosperity playbook” approach

CPE Credits Available

1.5
Total CPE
1.5
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, tax planning and investment planning

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

*business owners *professionals who serve business owner clients

Provider

AICPA – Durham

This event has ended.