My goal with this website isn’t to go into great detail on each module of the 10-module financial literacy course.
For a detailed outline of what is covered in the course, click here to download the FULL Table of Contents.
Four Key Components to EVERY Financial plan
-Stock Market Risk Mitigation
-Long-Term Care Planning
Reducing taxes (income, capital gains, estate) is a topic that is popular with everyone.
While no one likes to pay more taxes than they have to, the fact of the matter is that most people do NOT have tax-efficient financial plans.
In different parts of the educational course, I explain the “real world math” behind using tax-deferred IRAs/401(k)s or other pension plans. Only when you understand the math and other alternative tax-favorable tools will you be in a position to make an “informed decision” about which tools you should be using.
You may have heard the saying that paying taxes is voluntary? That’s not entirely accurate, but allowing yourself to pay more in taxes because you are NOT fully educated on your options is a choice (one that can be rectified by taking this financial literacy course).
Roccy DeFrancesco, JD, CAPP, CMP
Founder, The Wealth Preservation Institute
Co-Founder, The Asset Protection Society