Generational Wealth Master Class | Build • Protect • Pass It On

A practical, no-fluff workshop to help you create a clear path to generational wealth—covering income strategy, tax optimization, credit positioning, protection planning, and legacy transfer. Leave with a step-by-step action plan and ready-to-use templates.

If you want your money to work harder than you do—and keep working for your children—this session is for you. In 2.5 hours, ALCC’s wealth and tax pros will walk you through a proven playbook for building, protecting, and passing on wealth with confidence. We’ll connect strategy to action so you leave knowing exactly what to do next.

Topics We will Cover

• Income & Cashflow: Set up a simple, sustainable cashflow system (Zero-Based + “Pay Yourself First”).
• Credit as a Tool: Structure personal & business credit to lower costs and unlock growth.
• Tax Advantage Moves: The Importance of practical deductions, entity basics, and year-round tax planning that keeps more in your pocket.
• Protection First: Insurance, emergency funds, and risk shields so one event doesn’t derail your plan.
• Investing 101 → 401: Align investment choices with timeline, risk, and goals (no hype, just frameworks).
• Legacy & Transfer: Wills, trusts, beneficiaries, and a simple “Family Wealth SOP” your loved ones can follow.

Who Should Attend

Families, solopreneurs, small-business owners, first-time homebuyers, community leaders, and anyone serious about building a repeatable, teachable wealth system.

You’ll Walk Away With

• Newfound knowledge that empowers you to make confident financial decisions
• Real-life strategies and advice you can apply immediately to build and protect your wealth
• Exclusive discounts on select ALCC products and services to help you keep growing beyond the class
• The beginning of a personalized game plan for your family’s financial future and generational legacy