[leadinjection_heading secondary_text_weight=”fw-normal” heading_text=”Contents and Modules of the Course” secondary_text=”You get access to all the modules and content of our Financial Course.” secondary_text_color=”#575756″]

[leadinjection_textblock]My goal with this website isn’t to go into great detail on each module of the 10-module financial literacy course.

For a detailed outline of what is covered in the course, click here to download the FULL Table of Contents.

Four Key Components to EVERY Financial plan

-Asset Protection
-Tax-Reduction
-Stock Market Risk Mitigation
-Long-Term Care Planning[/leadinjection_textblock]

[leadinjection_textblock]Reducing taxes (income, capital gains, estate) is a topic that is popular with everyone. While no one likes to pay more taxes than they have to, the fact of the matter is that most people do NOT have tax-efficient financial plans.

In different parts of the educational course, I explain the “real world math” behind using tax-deferred IRAs/401(k)s or other pension plans. Only when you understand the math and other alternative tax-favorable tools will you be in a position to make an “informed decision” about which tools you should be using.[/leadinjection_textblock]

[leadinjection_side_icon_text icon_fontawesome=”” title=”Asset Protection” animation=”none” css=”.vc_custom_1592097671810{margin-bottom: 25px !important;}”]Assets in “your own name” are at risk of loss in a lawsuit! Brokerage accounts; Vacation properties; Rental Properties; Anything else of value.[/leadinjection_side_icon_text][leadinjection_side_icon_text icon_fontawesome=”” title=”Tax Reduction” animation=”none” css=”.vc_custom_1592097697870{margin-bottom: 25px !important;}”]Reducing taxes (income, capital gains, estate) is a topic that is popular with everyone. While no one likes to pay more taxes than they have to, the fact of the matter is that most people do NOT have tax-efficient financial plans.[/leadinjection_side_icon_text][leadinjection_side_icon_text icon_fontawesome=”” title=”Stock Market Risk Mitigation” animation=”none” css=”.vc_custom_1592097746104{margin-bottom: 25px !important;}”]In the Investment Risk Educational Module, you will learn about protective wealth-building products and strategies you can and should be using to “grow your money in the least risky manner possible to reach your financial planning goals.”[/leadinjection_side_icon_text][leadinjection_side_icon_text icon_fontawesome=”” title=”Long-Term Care Planning” animation=”none”]In this course, you will learn about creative and not well-known tools you can use to pay for LTC expenses in retirement (some tools offer the LTC benefit at NO additional cost).[/leadinjection_side_icon_text]

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[leadinjection_modal modal_id=”34;Download Ebook”]