Cannon Financial Institute

Affluent for Life

Affluent for Life

Price: $20.00 SKU: #1-210-3570-000

Alaska, Hawaii, and International orders will have an additional shipping charge. Please order by phone at 706-353-3346 to assure the correct charge.

Affluent for Life is a straightforward resource to provide you with essential strategies to expand and protect your net worth.  Limited copies available; be sure to purchase yours today!

Topics

  • How to gift assets tax-efficiently to children and descendents during your lifetime.
  • How to maximize your investment potential by allocating and rebalancing your portfolio.
  • Which insurance policies best protect wealth against life's "what if" events.
  • When to borrow from banks and other firms and how to use the loans to expand your wealth.
  • How to prevent IRA and 401(k) assets from passing mistakenly to the IRS.
  • Best times to exercise and sell stock options and restricted stock.
  • How to pass a family-owned business to heirs without friction or costly feuds.
  • How to leave your family a valuable legacy by setting up a charitable gifting program.

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