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June 10 - 12, 2021|Orlando, Florida
Questions? Call: 1-800-970-4355

MoneyMasters Course Details

Fri., Jun. 11, 10:00 AM - 12:00 PM EDT
Friday

Prospering in Times of Uncertainty and Change*

Join David Phillips, best-selling author of Estate Planning Made Easy, attorney Richard Durfee, author of the forthcoming book Trust Issues, and Melodie Durfee, CEO of Legacy Global Charities, an open platform consortium of worldwide charities that give life to your philanthropic vision for this class on effective financial, legal, tax, and charitable planning strategies for today's volatile economic and political world that will empower you to "Live Well and Leave a Legacy"TM.

During This Exclusive Event You Will Learn:

Part 1: Rules of the Road

  • New Retirement Rules: Pitfalls and Opportunities
  • Navigating the Double Hazards of Taxation and Inflation
  • How to Benefit From the New Tax and Retirement Incentives

Part 2: Live Well

  • Chart a Course for the Next Five Years. Where Will You Be?
  • Optimizing Your Retirement Benefits: When and How to Cash Out and Cash In
  • Asset Protection: The Top Wealth Five Destroyers and How to Avoid Them
  • Capital Gains Secrets: Reduce Taxes, Increase Income, Provide for Heirs, and Make the World A Better Place

Part 3: Leave a Legacy

  • Impact Investing: Self Interest That Saves the Planet
  • Tax Free vs. Tax Deferred Alternatives
  • Wealth Health: Next Generation Producers vs. Consumers
  • The "Dynasty" Family Office and Family Bank Model of Multi-Generation Wealth Preservation
  • Using Social Capital in a Family Foundation as a Next Gen Resource

Come join a lively and dynamic discussion and learn firsthand how to survive and thrive during these tumultuous times.

$139 per person if purchased by May 20; $159 per person if purchased after May 20.
Melodie Durfee
President & COO
Legacy Global Foundation
Rick Durfee
Principal and Founder
Durfee Law Group, PLLC
David Phillips
CEO
Estate Planning Specialists, Inc.

Ready to #InvestSmarter?

We’ve limited attendance at The MoneyShow Orlando in order to allow you to stay at a safe social distance from your peers. However, your paid attendance now packs much more value into your conference experience with classroom seating, and more!

Register Now