Take a Business Break: How Do You Know When You Have Enough Money (Zoom)

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Description: Saving and investing are virtues, but some people take risks greater than they should and accumulate more than they need, while others try to avoid all risks and end up not attaining what they need.  “Having enough” is different for each person and this program will help you define what “enough” is for you. While there is no recipe that should be followed by everyone, there are some basic rules that should be understood and considered by everyone no matter how risk-averse or aware they are.  This program will have a self-test of susceptibility to investment risk and “prove” how most risk-averse people make substantial bets against themselves.Saving and investing are virtues, but some people take risks greater than they should and accumulate more than they need, while others try to avoid all risks and end up not attaining what they need.  “Having enough” is different for each person and this program will help you define what “enough” is for you. While there is no recipe that should be followed by everyone, there are some basic rules that should be understood and considered by everyone no matter how risk-averse or aware they are.  This program will have a self-test of susceptibility to investment risk and “prove” how most risk-averse people make substantial bets against themselves.

Presenter: Edward Mendlowitz, CPA, is emeritus partner at WithumSmith+Brown, PC and is one of Accounting Today’s 100 Most Influential People. Ed is the author of 29 books and has written over 1500 articles and blogs and developed and presented over 350 speeches to accountants and general audiences. He is a licensed certified public accountant and is accredited by the American Institute of Certified Public Accountants (AICPA) in business valuation and as a personal financial specialist (PFS). He teaches courses on financial analysis and managerial accounting in the MBA program at Fairleigh Dickinson University.  

This event will be held on the Zoom platform.  Please make sure you have the application installed on your computer, iOS, or Android device.