Topics Covered
                                                                           

Section 1

Bad Advisors; How to Identify Them, How to Avoid Them

 

Section 2

Debt Management

 

Section 3

Estate Planning

 

Section 4

Traditional Wealth Building (why it hasn’t worked)

 

Section 5

Investment Risk (and ways to avoid it)

 

Section 6

Understanding Life Insurance

 

Section 7

Understanding Annuities

 

Section 8

Asset Protection

 

Section 9

Retirement Life Cycle

 

Section 10

Designing your plan