Listen To My Latest Podcast Episode:

How To Have A Bulletproof Financial Plan

Listen To My Latest Podcast Episode:How To Have A Bulletproof Financial Plan

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Fleming’s Steak House – December 4th from 6:30-8:30 pm

Event topics:

  • The importance of tax diversification – having taxable and tax free sources of income and the use of life insurance to create tax free income streams.
  • An in-depth analysis of index life policy growth strategies and costs
  • How to protect yourself from negative stock market results without sitting on the sidelines.
  • The importance of liquidity and access to capital going forward.
  • New innovations in financial products – uncapped potential with downside protection.

Who should attend:

Existing clients are always welcome. This a great way to stay informed on the strategies we are implementing.

Potential clients: Our dinner events are designed to introduce our strategies to people who would like to investigate the possibility of becoming a client.  We hope you will see value and give us the opportunity to help you create wealth for life.

Click on the link below to see upcoming dates and availability.

Click Here to Register