WORKSHOPS
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WORKSHOPS
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THINK FINANCIAL EFFICIENCY
Monica educates professionals on efficient strategies to create long-term wealth, in a tax tree environment, while paying for lifestyle expenses. These strategies maximize future wealth in retirement.
WEALTH BEYOND TAXES
Tax is the biggest threat to future wealth and retirement. Today, we have out of control government spending, high inflation (hidden tax), and ballooning entitlement programs. Who pays for all this? YOU DO, WE DO! The government does not make money, they TAX and they TAX the people with the money…You and Me! Taxes will be higher in the future.
WEALTH BEYOND TAXES
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Do you have wealth that is free from government taxation?
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Do have access to your money? I call this Access: liquidity, use and control or your own money?
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Do you want to stop the grind and get to financial freedom quicker?
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Learn how professionals are using the tax code to create future income and wealth beyond taxes
INTERVIEW WITH MONICA ABOUT HER WHY
LEARN TO RECAPTURE INTEREST ON YOUR MONEY
ARE YOU READY TO CREATE WEALTH BEYOND TAXES?
INFINITE BANKING CONCEPT
The Infinite Banking Concept - IBC is a cash flow strategy. IBC is not about investments of any kind. IBC shows one how to recapture the interest that one is paying to banks and finance institutions for the major items they need during their lifetime; cars, appliances, education, homes, businesses, and can include investments. The concept was authored by Nelson Nash and has been proven for over 40 years.
Major corporations and banks use this concept to create wealth while paying for capital expenses. Understanding how to implement an Infinite Bank into your financial system to pay for lifestyle expenses, will create significant wealth.
INTRODUCTION TO INFINITE BANKING
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We finance everything we buy
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Money is always compounding
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The true cost of debt; it’s not the interest rate
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Creating a pool of capital that one owns and controls
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Properly structure, dividend paying, whole life
COLLEGE PLANNING
College planning services have quickly become a significant advantage for families by reducing the threat to their lifestyle and retirement dreams.
Today, families are spending $100,000, $200,000, and $300,000 to provide just one child with a college degree. How you choose to pay for this expense will have a significant impact on your financial future.
THE FINANCIAL ROAD-MAP TO COLLEGE PLANNING
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What is the cost of attendance
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Is public cheaper than private college
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What will college cost you - How to calculate your EFC
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Understand the formulas used to determine need based financial aid
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College planning is financial planning
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A more efficient way to pay for college
COLLEGE PLANNING
College planning services have quickly become a significant advantage for families by reducing the threat to their lifestyle and retirement dreams.
Today, families are spending $100,000, $200,000, and $300,000 to provide just one child with a college degree. How you choose to pay for this expense will have a significant impact on your financial future.
THE FINANCIAL ROAD-MAP TO COLLEGE PLANNING
-
What is the cost of attendance
-
Is public cheaper than private college
-
What will college cost you - How to calculate your EFC
-
Understand the formulas used to determine need based financial aid
-
College planning is financial planning
-
A more efficient way to pay for college