Chapter

How to Build Generational Wealth and Become Your Own Bank (Webcast)

Registration for this event is not available on the FEI website.  Click the link below to register in Zoom:


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Please join us, as Scott Kliewer, Marketing Director and Co-Owner of PHP Agency, shares insights on generational wealth building and becoming your own bank.

Scott is a former educator of 15 years in both elementary and high school as a teacher as well as a school principal in the New York and California areas. He then transitioned into the financial services world to build his own agency through PHP Agency. PHP agency is currently the fastest growing Financial Marketing Organization in the country.

Scott led the east coast expansion of PHP Agency beginning with New York and currently has agents in NY, PA, NJ, Conn, MD, and VA.

Scott has educated hundreds of business owners, CEOs, CFOs, and families on creating their own tax-free banking system and building generational wealth by protecting their assets from market losses and creating a liquidable avenue to access their investments without the typical restrictions of an IRA or 401k.

Learning Objectives:
  • Learn the 3 ways money grows
  • Explore the 5 homes of money
  • Understand growing wealth tax free
  • Learn how to protect your money from market losses

Date:  Wednesday, May 19, 2021

Time:  11:30 AM - 12:30 PM

Registration Fee:  Complimentary to members, sponsors and non-members.

CPE:  This event qualifies for one (1.0) CPE credit for participants who join online and respond to the polling questions.

Have questions or need registration support?  Contact Denise Parker, Chapter Administrator, at 813.494.9551 or [email protected].
 

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Personal Development, Non-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.