Cannon Financial Institute

Affluent for Life

Affluent for Life

SKU: #1-210-3570-000

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

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.

Want to Talk? Let’s Chat.

Press Launch Live Chat to chat online or give us a call at 706.353.3346.

Launch live chat