Presentation Highlights

The goal of the presentations is to transfer foundational information and resources as a precursor to a one-on-one session.

Attendees will learn how the affluent:

• Create endowments on the back of expenses
• Convert liabilities into assets
• Generate a rate of return on expenses
• Obtain “zero-net-cost-insurance”
• Create a personal line of credit
• Drive rate of return
• Utilize tax-free accounts for funding college education
• Manage a liquid retirement fund with tax-free distribution

The principles taught in the class are offered in an educational venue. Applicability should be determined on a case-by-case basis through comprehensive conversations.