Personal Wealth for Corporate Executives Peer Breakfast

 

Please join us for "Personal Wealth for Corporate Executives," an educational breakfast with FEI Arizona sponsor Morgan Stanley Private Wealth Management. Topics will include:

  • Asset Allocation & Asset Classes
  • Investing in Public and Private Markets
  • Strategic Use of Credit
  • Transactions & Liquidity Events
  • How to evaluate a Financial Provider

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) 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 the 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. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.