OverviewPlease note your TIME ZONE!
This Course is a Live Webinar and will be live-streamed:
8:00 pm ET, 7:00 pm CT, 6:00 pm MT, 6:00 pm AZ, 5:00 pm PT
- Introduction to Investing
- Types of Investments
- Stock Market Basics
- Valuation Techniques
- Tax Considerations
- Investment Strategies
- And more….
Manny Apolonia, CFP
With a Master’s in Financial Planning from Golden Gate University and a Bachelor’s in International Business from University of San Francisco, Manny translates academic theory into practice. Manny continually learns from industry leaders to stay updated with best practices through continuing education training. Manny has completed positive psychology coach training from Co-Active Training Institute and is in the process of earning his certification. These skills help Manny help move clients from emotional reactivity around their finances to a gratitude mindset. The approach emphasizes recognition of their achievements and leaves them open to new possibilities and perspectives.
Course Contact: Angie.Michlig@smilebrands.com
Course Categories: Personal Money Management (Finances, Investments, Estate Planning, Tax Planning, Personal Profitability)
Provider Approval: (AADH) American Academy of Dental Hygiene, Nationally Recognized (AGD-PACE) Academy of General Dentistry Program approval for Continuing Education
Educational Type: Live
Educational Method: Lecture
Conflict of Interest Disclosure: None
All CE Zoom related support: support.cezoom.com
Date / Time
Tue, Nov 7, 2023: 07:00 PM - 08:30 PM CT