ADVISORS..
Act Now to Make 2026 YOUR RECORD YEAR?
INTRODUCING THE
SWAG NETWORK & COACHING PROGRAM
WHAT CAN YOU EXPECT TO LEARN...
Investment Track
Defined Outcome Investing
DOI investing is a powerful approach to maximizing returns by adding defense to a portfolio. Learn about the seven key ingredients that are attracting multi-million dollar portfolios!
Tax Track
Proactive Tax Planning Strategies
Most people and even planners are never exposed to truly proactive tax planning. In this module we discuss the most impactful tax strategies that advisors can use to better care for existing clients and to attracct high net worth clients. After all, its about what you make but what you keep that matters!
Estate Planning Track
Family Centered Estate Planning
Estate planning should center on family planning issues; not just basic tax and probate avoidance. Learn what high net worth clients want and need in their estate plans including how to create bloodline protections, remarriage protections, divorce protection for the kids, how to encourage education, entrepreneurship, or investing. Finally learn to protect the children from creditors and even from themselves.
Join the next Network Group today!
ONLY $9,950
