REGISTRATION/CHECK-IN
Authentic Wealth
• Why wealth is more than money
• How to create generational wealth
• Why abundance is more powerful than scarcity
Secrets to a Tax-Free Retirement - Part I
• How to protect yourself from the dangers of increasing taxes and market volatility
• How to diversify and create the foundation for a tax-free retirement
• How you can benefit from tax-free income - examples, case studies and illustrations
Secrets to a Tax-Free Retirement - Part II
• How "zero is the hero" to protect your principal from market loss
• Why a max-funded insurance contract may be right for your situation • How to access a portion of your retirement nest egg tax-free
Lunch or Dinner
Cash Flow Predictability
• How to make your retirement income last as long as you do
• Why 99% of annuities in the marketplace don’t meet our strict requirements
• Discover options that allow you to increase your income during retirement to protect against inflation
Real Estate Optimization
• How to get out of debt the smartest and quickest way
• Why real estate optimization is key to a retirement of abundance
• How sending extra principal payments to the mortgage company may actually be increasing your legal and liquidity risk