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

REGISTER FOR THIS WEBINAR

DON'T MISS THIS WEBINAR!