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Thank you for purchasing the online course on essential financial planning actions to take when you have a child.

 

During this course you will learn:

  • Strategies to combat the overwhelming thoughts of the cost of college tuition for your family when you have multiple children.
  • Tools so your child is identifiable in the event of a car accident in which you are not able to communicate.
  • How to implement gifting strategies to save for college and save on taxes today!
  • How to protect your assets using a trust and funding it with with pennies on the dollar for a surviving spouse or orphaned child in the unimaginable event of premature death of a parent.
  • And much more...

You should be receiving a password to the online course in the email you provided email. If you have any questions about any concepts we cover or how it might apply to your unique situation, please know we are here to help. You can book an introductory call by clicking here

Thank you and congratulations on making a small investment in protecting your family and learning how planning can help create a brighter future for your family!

Enjoy the course:





 

(650) 617-3402