Building a Confident Future with a Holistic Approach

Business owners may need to think differently about building wealth. The past 12 months have reminded us that there are many outside influences that can affect our ability to achieve our financial goals. Financial risk management is just as important as financial returns. Achieving your financial goals requires a diversified investment strategy that isn't solely focused on your business. A holistic approach—anchored in pursuit of your values—can leverage dual mindedness and planning, which starts with the end in mind. In this webinar we'll look deeper into these concepts and share best practices for successful business owners and families.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Explain foundational business owner principles, such as risk versus return and shifts in thinking about time and resource investment
  • Define dual mindedness as it relates to values and building wealth
  • Identify necessary steps business owners should take in pursuit of their goals
  • Discuss insights learned from business owners who have achieved their goals


If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at or 800.472.2745.  Due to the large volume of certificates of completion issued, requests to reissue lost or misplaced certificates will be honored up to 60 days following the webinar.​ Click here to read the CPE FAQ.

CPE NASBA LogoBKD, LLP 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 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:

CPE Information

CPE Credit
One CPE credit in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.
Fields of Study
Program Level
Advance Preparation
Business owners, family-owned businesses, CEOs, founders, and entrepreneurs
Delivery Method
Group internet-based
Refund Policy
There is no fee associated with this webinar.
Can't attend live? Register and we will send you the archived version.
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