Developing Financial Intelligence

Developing Financial Intelligence Will teach you and your family: q How to implement modern portfolio theory q Build effective wills and trusts for your family q Create or expand your business model How to create an effective financial plan: -Utilizing the assets you already have -Creating Effective Income Plans -Offensive and Defensive Tax Reduction -Transforming Income into Wealth -Minimizing Estate Taxes The kind of straight forward no fluff education you would expect of Creative Wealth Strategies Paul Maxa President & CEO Workman Securities Brook teaches the same way he practices his craft Get ready for significant input Tony Brozek President & CEO United Windows and Siding Brook brings together a series of tools that everyone can use but very few have access to Paul Wax President & CEO Kinetic Solutions