Optimizing Your Transition Wealth Event - For those receiving $1 million+ lump sums
When: Wednesday, May 23, 2012 @ 6:00 PM Mountain Time (5PM Pacific, 7PM Central, 8PM Eastern)
Are you in the fortunate position of substantially increasing your liquid investment assets and/or net worth? Whether you are selling a business or some highly appreciated asset, inheriting a large sum, exercising stock options, receiving a legal settlement or simply have a vast increase in income or assets, this 1-hour webinar will help you take full advantage of the opportunity at hand. Joseph J. Janiczek shares decades of experience in helping people in the three stages of transition wealth planning (before the event, during the event and after the event). You’ll learn:
- Joseph Janiczek's top tips for maximizing the net impact and longevity of your transition wealth event.
- Why upgrading your support and systems are essential, and the dire consequences when this is not done properly.
- The three stages of transition wealth planning - Before, During and After - and how to master each stage.
- Seven Advantages out of the gate and a primer on the SAFE Retirement Plan (allocating your lump-sum proceeds for maximum strength, agility, flexibility and endurance).
- Plus, you’ll receive three special reports packed with powerful transition wealth event optimization techniques and a complimentary copy of Joseph Janiczek’s award-winning book How to Achieve Absolute Financial Freedom (a $29.95 value).