Portsmouth Page

Agenda for: Personal and Business Financial Certainty
Portsmouth, New Hampshire

8:30 – 9:00 

Registration and coffee.

9:00 – 10:30

Business owners are great at what they do. They are terrible business owners. The importance of a business plan is often lost and never used as a valuable tool. A succession plan is JUST as valuable as a business plan. The more planning and strategy of that exit, the better it WILL be. We will provide the guidelines as to how to define, build and implement those plans.



10:45 – 12:00

Bezos, Musk, Buffet don’t have an IRA, 401(k), SEP. They have implemented and mastered the use of collateral. We can show you how build an account that you’ll be able to access and leverage, for ANY situation you, as a business owner, may need and encounter.

12:00 – 12:45
12:45 – 1:30
What is a Fractional CFO, will it work for you – Mark White
1:45 – 3:00

There are parts of the IRC that allow you to do build wealth and attain financial freedom. We will go through those areas and explain why you may haven’t heard about these strategies before. They can substantially build personal wealth for you. These strategies will be endorsed by your tax advisor and attorney.

Business Owners are great at their profession.

Business Owners are great at their profession. Whether they are a doctor, contractor, attorney, or restauranteur, you are great at being who you chose to be. Your schooling made you good at your specific career path. Your PRIMARY focus was on your education to be good at your profession. Being a Business OWNER adds an entire level of complexity to your life. We have found that very often Business Owners are great at what they do but FAIL to focus and work on their true title: Business Owner. We believe that when a business owner shifts their mindset to strategic long-term planning as opposed to day-to-day operations, it enables them to maximize and capture their best financial position.

Our tax system is BROKEN

Our tax system is BROKEN. Our country (as of Tuesday, October 19, 2023) is $32T in debt and we are running a $2T/year deficit annually. Taxes WILL be going up. Financial advisors and tax professionals that suggest traditional wealth accumulation techniques put you in harm’s way for paying taxes for as long as you live. There are strategies that the wealthy use that avoid that. And you have never heard of these strategies. Until now.

Collateral and Leverage

The use of collateral and leverage are business and financial strategies that allows one to be able to do whatever you want to do, without any interference from the government or permission from banks. Elon Musk purchased ‘X’, for $1 Billion, utilizing these strategies and NOT 1 penny was paid in taxes. Learn how to do this for yourself.

October 27th

Everything you will learn from our seminar is 100% legal. The government knows about these strategies because they have endorsed and approved them. You just have never heard about them. And we can prove it. Because if you knew about them, you’d be using them.

October 27 will be one of the best meetings that you will have attended. We look forward to seeing you there.

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