This training intends to help you take control of your wealth management and be proactive in creating a plan to grow and protect your business to achieve your life goals. By attending this training, you will be educated on the essential concepts of asset protection and tax relief to help you save your precious resources of time and money.
After this 1-day training, you will better be able to:
- Create a plan to grow your wealth and increase your resources
- Identify issues that may affect your wealth along the way
- Determine when you need professional advice to assist you
- Find and manage the relevant professionals who can help you realize your goals
- Protect your wealth from various liabilities through isolation of your assets
- Maximize your wealth through taxation relief
As with other plans, periodically review and adapt your wealth growth and management plan as your circumstances change. Although the training will act as the model for your initial plan, you may find that you want to review the strategies again in the future to assess whether your circumstances dictate that you make changes to your plan to account for growth, diversification, succession, or some other goal you may have at that time.