attend a seminar
From afternoon tea parties to weekend spa retreats, each educational seminar combines the feminine urge to getaway with an essential curriculum for each season.
Learn the essential financial and legal curriculum for future grannies: married or not, mother or not, heiress or not, expat or not.
Plan your lifelong income for every season of womanhood, but especially the Winter season of retirement:
spring
learn about custodial investing, guardianship, revocable trusts, special or supplemental needs trusts, life insurance, and fiduciary proxies.
summer
learn about self-directed investing, alternative paths to homeownership, tax advantages for small business ownership, medical travel, and nuptial/couple agreements.
autumn
learn about accredited investing, private banking, venture capital, SEC registration and exemption, real estate syndication, and owning property abroad.
winter
learn about wills, irrevocable trusts, Social Security credits, required minimum distrIbutions, affordable elder care, inheritance tax, and probate.
Make the most of this season in preparation for the next — like deducting this year's travel from next year's tax filing.
I went to business school and law school so you don't have to. (Well, you know what I mean. I'm not your personal lawyer or broker.)
IMPORTANT:
THE CURRENT CURRICULUM IS SPECIFICALLY DESIGNED UNDER NORTH AMERICAN LAW ONLY.
If you do not have a taxpayer identification number (TIN) or assets in USA or Canada, then this seminar might not benefit you.
For non-Americans, please instead join the club for global member benefits or enjoy the show for free education.
If you would like to help develop our legal curriculum for other nationalities (especially Mexico and France), then please schedule a free call to collaborate with our international team.