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Mar 7, 2019

Get Your Exclusive Access To Our Live Forums

I have some very interesting updates to pass along to you. My colleague Brad Barth and I have been getting a ton of positive feedback on our live webinar planning forums that always get booked to capacity.

So what we have decided to do is offer more live forums on a set schedule. It’s a way for us to give back serious value to our clients, friends and colleagues.

On March 26th from 9:00am to 9:45am PST we will be starting our series of live planning forums. Every two weeks we will offer a new live forum. These forums provide you the opportunity to interact with us on a real time basis and fire away with any and all planning questions that are important to you.

We will answer your questions right on the spot and will cover such areas as asset protection, estate planning, business planning and more. No planning issue is too small or too big for you to get input.

Brad is in huge demand across the country for speaking engagements and now you can get an exclusive one-on-one with him through our live forums.

These forums are great for:

  • Rental income property owners
  • Business owners
  • Families with assets to protect (home, stocks/bonds/cash, inheritance)
  • Advisors to other people (CPA, Wealth Manager, Attorney)
  • People with big assets in IRA’s
  • Doctors and real estate professionals
  • Family owned business owners
  • Property Managers

To grab your spot for our next LIVE FORUM click below. We only have 100 spots for each forum and it is on a first come, first served basis.

We had a fantastic audience for our last forum with many thoughtful questions. One very hot topic had to do with integrating a Limited Liability Company with a Revocable Living Trust. We carved out Brad’s answer to that question and you can check it out below.

Lastly, I want to tell you about a very special event we put on with Vistage Chair Tri Nguyen. Vistage is a leading executive coaching organization. We worked together with Tri to organize a new member event and it was a massive success. Our founder, Harry Barth presented an eye-opening talk on the core asset protection strategies every successful business needs to have in place. Tri opened the event with an overview of her work with Vistage and the value Vistage brings to the table for successful entrepreneurs. Our great sponsors for the event were Insperity and CalPrivate Bank and both were active participants in the event. I sat down with Tri for a few minutes to get her thoughts on the event and you can watch that interview below.

If you have any questions about your own planning that you would like to get answered right away, then we encourage you to take advantage of our complimentary planning assessment. The whole idea behind the assessment is to help you to get organized, updated and protected. Sign up to discover how the assessment works by clicking below:

Thank you and we hope to see you on the live forum!



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