25
Feb
For years, 529 college savings plans have been one of the best tools for saving for education expenses, offering tax-free growth and withdrawals when used for qualified educational expenses. However, many people are unaware of how flexible these accounts have…
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🟢 Phase I
Establishing financial principles and key wealth-building fundamentals.
🟡 Phase II
Growing and managing wealth effectively with tax efficiency and disciplined investing.
🔵 Phase III
Generating income, preserving wealth, and preparing for legacy & generational impact.
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🔵 Phase III
301 - Retirement Planning & Income Distribution (Basic Level)
Core retirement planning principles, Social Security strategies, and tax-efficient withdrawal plans.
302 - Advanced Strategies in Retirement & Generational Wealth (Advanced Level)
Estate planning, charitable giving, Roth conversions, and sustainable retirement income planning.
303 - High-Level Legacy, Business Succession & Tax Optimization (Pro Level)
Ultra-high-net-worth legacy structuring, business exits, dynasty trusts, and tax minimization strategies.
🟡 Phase II
201 - Introduction to Investing & Wealth Growth (Basic Level)
Understanding investment vehicles, diversification, risk management, and setting long-term financial goals.
202 - Optimizing Wealth Through Smart Investing (Advanced Level)
Portfolio optimization, tax-efficient investing, passive income strategies, and private investment fundamentals.
203 - Maximizing Returns & Private Market Strategies (Pro Level)
High-net-worth investing strategies, hedge funds, private equity, and venture capital opportunities.
🟢 Phase I
101 - Financial Stewardship & Money Management (Basic Level)
Fundamental financial principles, budgeting, debt elimination, and the mindset of stewardship.
102 - Building a Strong Financial Foundation (Advanced Level)
Expands on core financial principles with cash flow planning, emergency fund structuring, and insurance basics.
103 - High-Level Financial Structuring & Risk Management (Pro Level)
Advanced risk management strategies, foundational estate planning, and long-term wealth preservation fundamentals.
I will help save and make my clients money today than they had yesterday.
Label
| Quarter | Media | Author | Report |
|---|---|---|---|
| Q1 |  | Keri Alcos | Report Name / Date |
| Q2 | | Michael Gauthier | Report Name / Date |
| Q3 | | Keri Alcos | Report Name / Date |
| Q4 | | Michael Gauthier | Report Name / Date |
Schedule a call with one of our financial planners to learn more.
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