Five Pieces of Conventional Financial Advice Worth Rethinking
A deep dive into 5 widely accepted personal financial rules of thumb and why they deserve more scrutiny.
Eric Presogna, CPA, CFP, Managing Partner, One-Up Financial
Learning Objectives: By attending this session, you will understand what separates successful long-term investors from the crowd, and why some of the most repeated financial advice deserves a second look.
SCHEDULE
3:45-4:00 p.m. Gathering & Networking
4:00-4:50 p.m. Program (1 CPE)
4:50-5:00 p.m. Chapter Business
5;00-6:00 p.m. Social Networking
LOCATION
Erie Club
524 Peach Street
Erie, PA 16501
REGISTRATION - Registration deadline | Tuesday, Nov. 10
Open to FEI Chapter members, Sponsors and their guests
(Non-member guests who qualify for FEI membership are complimentary, see instructions below to register a prospective member guest)
FEI Chapter Members and non-member guests only register on this page – $40
*Chapter Sponsors - One Complimentary Sponsor Registration | Additional Sponsors - $40
*Prospective member guests – Please check that you meet FEI membership qualifications before requesting registration. Pre-approval and pre-registration is required.
*Sponsors and non-members: To request registration, contact Nancy Ehlers at fei.ad.nwpa@gmail.com with the following information by the registration deadline.
Name
Company name
Job title
Address, City, State, ZIP
Email
Phone
Mobile phone (if different)
LinkedIn address
CPE CREDIT
This event offers 1.0 CPE credit via FEI’s CPE Center to attendees who complete pre-registration and sign in/out at the meeting.
Financial Executives International 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.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some States boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
Instructional method: Group-Live
Recommended CPE Credits: 1.00 credit
Experience Level: Basic
Prerequisites/advance preparation: None
CONTACT
Nancy Ehlers
Chapter Manager
fei.ad.nwpa@gmail.com
C: 973-903-5068