Finding Financial Balance

A PERSONAL MONEY MANAGEMENT WORKSHOP

ffb01

 

What You Will Learn:

Merging strategies of asset allocation with tax-diversity. The MAP program (Macro Asset Perspective®) provides a balanced accumulation strategy focusing not just on the customary practice of risk diversification, but also incorporating the concept of tax diversification between pre-tax and after-tax investment choices.

 

ffb02
TOPICS INCLUDE:

  • A FINANCIAL EKG

  • THE FINANCIAL FOUNDATION

  • MACRO ASSET PERSPECTIVE┬«

  • VARIABLE ASSET REALLOCATION

Get your free seminar
Call Now