Sat, Mar 18
|Champions Club Southlake
The Secret Wealth Advantage
Working with money is not an easy task, if it were everyone would be wealthy. This workshop is focused on how to think through your financial structure and implement money strategies to maximize your wealth potential over your lifetime. To find out more, click on More Info. Limited to 20 guests.
Time & Location
Mar 18, 2023, 9:00 AM – Mar 19, 2023, 10:30 AM
Champions Club Southlake, 285 Shady Oaks Dr, Southlake, TX 76092, USA
About the event
This event is limited to the first 20 guests. Once we reach the limit, we will put you on a waitlist for this or future event.
Learn strategies to engineer a financial plan to work under a variety of economic conditions, rather than the conventional "planning a plan" to work under the best case scenarios.
What you will discover:
· Saving and Investing
- Why the conventional financial planning methods of saving and investing for retirement may produce mediocre results
- Why following our Strategic Asset Allocation Model can produce the result you're looking for, potentially millions of dollars more than using other types of planning techniques or methodologies
- The importance of having a Financial Model to test, measure and verify every product and strategies advantages and disadvantages
- Tax Strategies. Its never too early to prepare to minimize the impact of taxes on your retirement income
- Best ways to save for retirement
Education funding
Strategies to fund your childrens college education. Is the 529 plan the best tool or are there more effective ways to fund college. Can you fund college education and recover the cost, can it be done? Find out how!
Commonly used Strategies
Why the following strategies, commonly used by the public, may not produce the intended results. If you're using any of the following strategies below you owe it to yourself to see if they produce the wealth you seek in the long run.
- Compounding Taxable Interest
- Reinvesting Dividends and Capital gains
- Maxing out 401k/IRA contributions
- Tax Deferral Strategies
- 529 Plans for college education
- 15 year mortgages or prepayment of mortgages
The Eroding Factors
The Eroding Factors will have a negative effect on your ability to build wealth. Discover how to minimize or eliminate their impact.
o Taxes
o Inflation
o Planned Obsolescence
o Technological Change
o Fees
o Costs
o others...
There is no cost to attend, no products (investment or insurance) will be sold at this event.
Due to the nature of the content and everyone's specific situation being different, the topics around investment strategies will be discussed with a broad brush and no specific investments will be discussed in the workshops. All examples, interest rates, earnings rates, tax rates are hypothetical. Nothing should be taken as specific investment or planning advice for their own personal situation.