Workshop and Seminar Topics
Demographics - The Changing Financial Landscape
Your financial situation is a matter of choice, not a matter of chance. Misguided
and self-inflicted, it is centered on the lack of knowledge. Learn about the
effect on your wealth caused by the dramatic changes in the country's demographics.
This will affect everyone financially.
Taxes - The Largest Transfer of Your Wealth
A unique look at how we have become captive to a system of taxation that is
out of control. This is the largest transfer of your wealth. Taxes are a serious
threat to your future. Find out why.
The Thought Process - Changing Traditional Financial Thinking
It is difficult to get the right solution when you start out with the wrong
premise. If you center yourself in a false belief system financially, the reality
is you may fail. Take a good look. What you thought to be true, financially,
is about to be tested.
Misguided Wisdom - Thinking Minus Logic
Conventional financial approach can lead you down a narrow path. If something
you thought to be true wasn't true, when would you want to know about it? From
the banks, the government and financial institutions, the misinformation is
staggering. It could cost you a fortune!
Owning A Home - The Misunderstood American Dream
This is a must read. Open your mind and your eyes to a different thought process.
The average American is so misinformed, sometimes intentionally, when it comes
to purchasing or owning a home. Learning and understanding this could change
Qualified Plans - Financing Your Future or the Government’s?
Are your retirement plans designed to benefit you or will it create unintended
consequences, financially, for you in the future? Remember the government created
these programs, they control the outcomes and most likely will profit from
them. These programs could be the largest windfall for the government and your
Insurance - Understand Policy Secrets
A candid approach to life insurance. When properly used it is a powerful financial
tool. Discover what policies insurance companies want you to buy and why. The
government recognizes life insurance policies financial strengths and you should