Strategies for Both Offense and Defense

to Acquire Financial Independence

Tampa, FL  April 13 & 14, 2024

Holiday Inn Westshore Sgle/Dble $ 139
Select your room (ihg.com)

Tactics and Strategies for Wealth-Building Offense and for Wealth-Preserving Defense!

What is best for you and your allies today?

·        Is it time that you stopped dreaming and get started?

·        Getting ready for Inflation or Recession

·        Is now the time to borrow or pay off debt as a Starter, Estate Builder, $pender

·        Financing creatively to guarantee you cash flow

·        Creating income while minimizing taxes

·        Recognizing opportunities today and tomorrow

·        Asking for help and helping

·        How to free up your time

·        Myths and truths about asset protection

·        Why make it so complicated

·        Exit strategy(s)?

·        Cash sale vs a 1031 Exchange vs an installment sale vs trading

·        Investing your retirement plan money and helping others invest theirs

9am-5pm both days
Includes comprehensive workbook
Q & A session Saturday after class