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Quarterly seminars are provided that cover a range of topics and feature guest speakers.
As a client of Taylor Made Wealth Coaching you will be offered a personal invitation.

Topics covered in the seminars

  • Moving from Expenses to Assets – how to guarantee your financial freedom
  • The Life plan and coaching – keeping you on the new path and away from the old.
  • Tax cutting – Understand tax structure and how to work within it to cut taxes “BIG TIME”
  • Passive income – Learn how passive income defines your financial future
  • Credit reporting – understand scoring and how to optimize or improve yours
  • Savings plans – college savings, SEP IRA's, Roth IRA's , self directed IRAs and how & when to fund each

As seminars are constructed and topics of interest are discovered and as significant changes occur in the market place, Taylor Made Wealth Coaching will provide group opportunities for specific learning experiences. These are generally held on Saturday mornings as they are longer in duration than the round table discussions. Sundays are reserved for family and personal time and many of our investors do have commitments during the week to their “other" jobs.

Click HERE for more information

 

 

 
 
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