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  The first way to get started is by attending our workshop, The Protected Advisor Advantage Workshop™. During the workshop, you will complete your Protection Zone™. In this exercise you will determine which of your assets are already protected. Then you will identify assets that are at risk and discuss strategies to protect them. You will create a plan to proactively remove your assets from a creditor’s reach. You will identify what actions you are currently doing that are outside of your Protection Zone™ and create an immediate action list to improve your level of protection. The workshop also includes an in-depth review of legal protection techniques. Nationally recognized speaker and attorney, Steve Riley, will teach our next two workshops. Friday,
September 30th in Chicago, Illinois To learn
more about our workshop
click here for downloadable
brochure. To register for the workshop, complete the attached
registration
form (PDF)
The second way to get started, for those who need to get to work immediately, is to schedule a one-on-one teleconference with attorney Steve Riley. During this teleconference you will complete The Protection Zone™ exercise described above. The fee for this teleconference is $2,500. After completing The Protection Zone™ exercise, 75% of the advisors we work with are completed with their planning process. They simply need to complete the action list they created during the exercise. To schedule your one-on-one teleconference with attorney Steve Riley, please contact Laney Chavis at (813) 286-1700 or laney@thestrategiccounsel.net. |
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