The Wealth Fortress: How to Bulletproof Your Assets

The Wealth Fortress: How to Bulletproof Your Assets

By Money Experts
Multiple dates

Overview

Stop playing offense with a glass jaw. Learn the defensive strategies of the top 1%.

⚠️ STRICTLY LIMITED TO 18 SEATS This event is held in our Private Executive Boardroom. Once the 18 seats are reserved, we cannot accept walk-ins.

You spent decades building your lifestyle. It takes one lawsuit, one market crash, or one medical event to wipe it out.

This is not a life insurance seminar. This is a masterclass on "Asset Immunity."

We will cover:

  • The "Volatility Shield": How to ensure your portfolio never loses value when the stock market dips.
  • Living Benefits: How to access your death benefit while you are alive to pay for long-term care or critical illness (without draining your 401k).
  • The "Private Reserve": Structuring your protection so it doubles as a tax-free bank.
Category: Business, Finance

Good to know

Highlights

  • 1 hour 30 minutes
  • In person
  • Free parking

Location

Mortgage Experts

9500 Medical Center Drive

##102 Upper Marlboro, MD 20774

How do you want to get there?

Frequently asked questions

Organized by

Money Experts

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Free
Multiple dates