Intro to Asset Protection

Your Gateway to Affluent Clients

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To watch the webinar, click on the link below!

This introduction to asset protection is a webinar meant to provide advisors with the basic issues and solutions when it comes to protecting a client’s wealth from “all” creditors. Advisors who attend will understand how important this subject matter is and why it can be your #1 affluent client gathering tool.

You will learn:

✅ What assets need to be protected.

✅ What entities should and shouldn't be used to provide protection.

✅ What other dangers besides negligence need to be protected from.

✅ How simple it can be to put together a solid/reliable AP plan.

Your host for this webinar is:

Roccy DeFrancesco, JD, CWPP, CMP

269-216-9978 (direct)
roccy@thewpi.org