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What is the “Wealth Transformation Workshop”?

It’s not just about saving taxes, asset protection or estate planning, it is learning the bigger picture and understanding how to build wealth. Starving for that information and knowing the tax and legal aspects are a huge part of that process …. BUT THERE’S MORE!!!

“Wealth is financial security that fosters emotional strength, spiritual growth and physical well-being.”

What will you gain from this program:

1. Understanding wealth and the difference between making money and “KEEPING IT.”
2. How to balance the ‘day job’ with building a business
3. How to increase your current business or start a new one
4. Business Plans, Strategic Plans and Marketing Plans
5. Saving money strategies in personal and business life
6. Having an Emergency Fund and its importance
7. Living within our means and building wealth
8. Top 10 Year-end Tax Strategies for real estate professionals
9. Reducing Debt and how to make a ‘Snowball’
10. Paying of real estate debt (mortgages) more rapidly
11. Why and How to buy Rental Property
12. Choosing the right Retirement Plan
13. Secret to Self- Directing
14. Asset Protection Strategy update
15. Privacy Protection Strategies in today’s information age
16. How to coordinate your business and tax plan with your Estate Plan
17. How to build a Legacy with your wealth for generations to come

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