If you have any of these questions, take the course.

—What questions should I ask before making ANY investment?

—What is my actual net-worth?

—What are my retirement needs?

—How do I manager agents, managers, advisors and their fees?

—How do I transfer wealth to generations?

—Will my estate have to pay taxes after I die?

—What are the elements of a sound estate plan strategy?

—How do I manage sudden money and properly diversify?

—How do I determine my long term financial goals?

—When should I start saving for my child's college education?

—How can I ensure that my business will survive the transition into the next generation?

—How should I take distributions from my retirement plan?

—How can I maximize my tax benefit from charitable contributions?

—How can I prepare my heirs for inheriting wealth?

—Does a trust protect property from creditors? 

—How can I avoid the most-frequent money-losing mistakes?

The answers to these questions vary from case to case. If you would like to set up a 1-on-1 call with the Instructor, please e-mail tiffany@familycfo.net to set up a time to get your questions answered before, during and after the course.