Transformational Finance - Cash Flow University
Name:
Transformational Finance - Cash Flow University
Date:
March 18, 2017
Time:
8:00 AM - 1:30 PM PDT
Website:
More Info about TF
Event Description:
To our friends,
I was introduced to a song recently, and one line especially stands out: "This is your life, are you who you want to be?” This song is called "This is Your Life," from the group Switchfoot.
Where you are right now in your finances, is that where you want to be?
What would you need to do to get to where you want to be?
From a survey done by Robert Kiyosaki, author of Rich Dad, Poor Dad, it was determined that only 4% had the knowledge necessary to multiply their monies.
Why do only 4% have this wisdom?
Most people have only been taught through the world’s financial system.
We are holding a free, all-day, comprehensive symposium to share the 5 wealth secrets that most people need to know but have never been taught, as well as how to apply business methods to personal finances.
(Think like a business, and act like a bank.)
Here is a 60 sec video testimony from a prior attendee!
Here is a 2 min video clip on an overview of what we will be teaching
We are also bringing in Dave Hewett & Jason White of Hartman Wright to talk about real estate investing; Doug Doty, CPA to talk about how to reduce your taxes; and Erik Bloomfield, RIA to talk about investing and economic cycles.
Download the Flyer
Full Schedule
8:00 – 8:30 am: Coffee and snacks
8:30 – 9:20 am:
Series 100 “Think Like a Business, Act Like a Bank” (Stuart Funke)
101 – 5 Wealth Secrets 96% don’t know
102 - Personal Profit and Loss Statement
103 – Introduction to Peer-to-Peer (Cash Flow Acceleration)
9:30-10:20 am: Series 200 “The Disappearing and Reappearing Dollar” (Stuart Funke)
201: How to reduce spending on things you don’t want anyway
202: Tax reductions. Pay Caesar, what is Caesar’s and not a penny more. (Doug Doty, CPA)
203: Risk Management (reducing Insurance Costs such as Auto, life, health…)
10:30-11:20 am: Series 300 Which comes first…cash flow or accumulation? (Stuart)
301: The base foundation including protection and short term savings (IRS code 7702) (Erik and Bob Lumm)
302: Retirement $: IRA’s, 401K’s (Wealth Secret #4 and the economic cycles) (Erik Bloomfeldt, RIAA)
303: Cash Flow Real Estate: Think and act more like a bank. (NOI, CAP rates) (Dave Hewett, BOMA Fellow)
11:30-1:20 pm: Lunch, Hartman Wright Cash Flow Real Estate
1:30-2:20 pm Doug Doty – Tax Entity Structuring
2:30-3:30 pm Hartman Wright (Accredited Investors Only)
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