(AVOIDING) MISTAKES

MILLIONAIRES MAKE

AVOIDING MISTAKES MILLIONAIRES MAKE

(AVOIDING) MISTAKES MILLIONAIRES MAKE

 
The most important thing I could have ever done for my financial future. I found the material very set forth, understandable and very useful.

Hugh Downs

Broadcaster

LEARN THE KEY PRINCIPLES & STRATEGIES FOR LASTING WEALTH

This six week course includes:

Risk Management, Diversification & Correlation

Probability Analysis

Wills, Trusts & Probate

Family Limited Partnerships

FOR TRUE FINANCIAL FREEDOM, YOU WILL:

DETERMINE PASSIVE
INCOME NEEDS

Precisely estimate the amount of income needed to maintain your desired lifestyle during retirement. 

Understand how the movement of rates of inflation, taxes, investment expenses, and longer lifespans affect your estimations.

MASTER ASSET
ALLOCATION

Learn investment allocation and use diversification to reduce risk, increase returns & achieve success over time.

Use the proven method that estimates the performance likelihood of various portfolio structures.
DATES & COST

DEVELOP CONFIDENCE

Confused and intimidated by financial jargon?

The process of de-mystifying the investment landscape will give you the confidence and peace of mind you desire.

Learn how to position yourself with a massive advantage by understanding how to communicate effectively with your advisors.

NOTEWORTHY INSIGHTS INCLUDE:

RELATABLE 
CASE
STUDIES

Use real world examples to bring theories to life through interactive exchanges.

Identify conflicts and weaknesses in a variety of case studies and grasp how to overcome the challenges.

ALTERNATIVE
STRATEGIES

Find out which alternative growth and conservation strategies work best for you. 

Explore the intricacies of the structures and fees associated with Hedge Funds, private equity and real estate.

ESTATE PLANNING & WEALTH TRANSFER STRATEGIES

Learn how to avoid excessive taxes in the thousands or even the millions and maintain your family’s wealth.

Anticipate significant liquidity events, wether through the sale of a company, inheritance or other major transition.
DATES & COST

DEEP DIVES INCLUDE:

FIXED INCOME
MARKETS

Understand how to manage the unique risks of fixed income markets and low interest rate environments.

Develop a strategy that works both in times of inflation and deflation.

VOLATILE
MARKETS

Find out how different investments are correlated.

Learn how this information can cushion the effects of future stock market declines and help you invest defensively.

FINANCIAL ADVISORS

& what responsibilities you should retain

Discover how to find the right professional, one whose focus and judgement reflect your own investment objectives.

ADDITIONAL INSTRUCTOR:

Adam Harding, CFPⓇ

Adam Harding, CFP Ⓡ is a master at navigating complex tax, legal, insurance, and investment structures in a thoughtful and harmonizing manner. 

He specializes in providing fiduciary guidance to clients in the structure of an Independent Registered Agent Adviser (RIA) firm. Prior to starting his own firm, he’d been an adviser at a major Phoenix-area practice where he managed 50 clients and 75 million in total assets.

He also acted as a trader in charge of implementing investment recomendations accross more than 200 households and $700m in client assets.

His notable finance and investing contributions to featured articles by Forbes, USA Today, Nasdaq and hundreds of other publications have displayed his expertise at a national level.

Education: 

Economics - Bachelor of Science, Arizona State University

The CFPⓇ Curriculumn (The American College) which includes courses in Investments, Estate Planning, Income & Tax Planning, Insurance, Retirement Planning, and Life-Cycle Financial Planning.

DATES & PRICE

SIX WEDNESDAY EVENINGS

Price: $895
Weeks of: October 2nd - November 6th
Time: 6pm - 8:30pm
Location: UCLA Extension Lindbrook Center

If, for any reason, you’re not completely satisfied with the class, you have a 100% money back guarantee.
*For individuals with 5 Million or more in Net Worth. Also, not for Investment Advisors*