We tend to have specific business financial goals that require capital, such as building new facilities, training employees, and investing in technology. We also have specific personal goals to achieve security and success. Accumulating assets and building capital through investing is the key to achieving these goals.
While you may hear the two terms used interchangeably, saving and investing are overlapping yet distinct concepts that involve different processes. Stated most simply, savings is the act of putting aside for the future cash on hand, while investing is the act of choosing products and strategies to make your cash grow. In this practical webinar, you will receive a detail overview of a comprehensive approach to saving and investing that will meet your needs.
Upon course completion, you will be able to:
- Identify different investment products available
- Develop growth through investing
- Set investment goals
- Compare and contrast your short term and long term investment goals
- Consider risk levels versus desired return rates
- Practice good habits
- Keep an eye on the “big picture”
Field of Study: Accounting, Finance
Program Level: Intermediate
Credit Type: Group Internet-Based for the Live Program.
Athena Finance Group
Candace Curry, CPA, is the President of Athena Finance Group and a member of the AICPA. Ms. Curry is also a lecturer at Clemson University’s School of Accountancy and Legal Studies. Ms. Curry earned her Master of Professional Accountancy (Audit Emphasis) from Clemson University.
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