Strategy Retreat

Both attitudes are wrong. To say that money is not important is pretentious. In areas where money counts, nothing can take its place.

MONEY -- HOW MUCH DO YOU NEED? HOW MUCH CAN YOU MAKE?

Answering these two questions is why MasterPlan Alliance members are so successful. Suzanne takes you step-by-step through determining how much money you really need. Jim then walks you through the practice strategies to generate the wealth you require.

THE ANATOMY OF A PERFECT FINANCIAL PLAN ... Suzanne will guide you through building the perfect financial plan:

	savings requirements
	inflation protection
	insurance coverage
	children’s education costs

	retirement planning
	portfolio diversification
	pension planning
	essential estate planning techniques

	How to define the goals and values that are most important to you, and create a life enriched with meaning.
	A system to dramatically increase your personal income.
	How much money you need to live the lifestyle you desire in retirement.
	Why investing heavily in bonds will likely lower your lifestyle in retirement and leave you short of cash.
	Why computer-generated life insurance proposals are pure GIGO - garbage in, garbage out.
	How to realize the dream of passive income.

	Retire 5 to 10 years earlier with all the money you need for personal financial independence.
	Beat inflation and maximize your real return after tax.
	Determine whether it is better to take the money currently vs. investing in your retirement plan.
	How to get maximum value from your practice investment.
	The six key advantages of using a Living Trust and the three circumstances when not to.