May 7

Financial Planning 101 Masterclass

Quote of the Day
Skill and confidence are an unconquered army.  George Herbert
 
Today’s Prosperity Report Interview is with Don Pendleton, co-owner of Protect Wealth Academy.  They conduct 3 Day Summits for their high net worth investors around the country. It is the longest running event of its kind.
 
Let me tell you a little bit about Don.  I’ve know Don for close to 20 years now.  
 
Don is an expert in the areas of lawsuit protection, tax reduction and estate planning for over 20 years.
He is a contributing author to the best selling books, “7 Legal Tools Made Easy,” “America’s Greatest Tax Secrets Revealed,” “The Asset Protection Handbook” and a few others…
He has personally coaching and assisting thousands of professionals in implementing an asset protection strategy.
Helping thousands of professionals save millions of dollars. 
 
I’ve know Don for 20+ years.
 
Don, thanks for taking time to talk with us today…
 
I want to cover a couple key questions with the time we have today if that’s ok?
 
1-Do you need to have “wealth” to benefit from Asset, Tax and Estate Planning?
 
2-Why do you start with Estate Planning when creating a Blueprint for wealth?
 
3-Can you help us identify a couple key Estate Planning Points to consider?
 
4-How about the biggest Key Areas to consider with Tax Planning?
 
5-What is the biggest mistakes you feel people make with wealth planning?
 
Don, thank you so much for your time today.  I know we are all interested in creating wealth, but sometimes we don’t spend the time to truly identify and outline the most important things…like structure and planning.  I hope by listening to this episode people will begin to truly apply these principles.
 
Also, we have a special gift for people that listen to this episode.  It is the Asset protection eBook that covers this topic from a  different angle.  The Asset Protection eBook covers these concepts by looking at your Assets rather than from the categories of planning…Personal Residence, Brokerage Account, Small Business, etc.
 
Click here for Instant Download…
 
 
I hope you will take a minute and get this valuable and amazing resource for FREE.
 
George Wright III
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