Jay is personally committed to ensuring that each of his clients has a 10-year Net Worth plan. This will help you wad off complacency and avoid the self-sabotaging urge to make terrible financial decisions, both personally and for the Practice.
This is a three-day event where you will learn about building your own real estate portfolio, tax planning and forecasting, and creating your own personalized 10-year plan.
All of these tactics are designed to grow your Net Worth.
3 Jam-Packed CONTENT-DRIVEN Days of Building Your Personal Wealth
REAL ESTATE PORTFOLIO
How can you, a Practice Owner, build wealth through real estate? Find out how the right investments will allow you to accumulate long-term wealth and build your Net Worth.
TAX PLANNING AND FORECASTING
As a business owner you have several money-saving strategies to consider and tax is one of your greatest income suppressors. It's time you avoid the most common tax planning mistakes by business owners.
YOUR PERSONALIZED 10-YEAR PLAN
Develop a clear 10-Year target of what you want in your life financially that will excite you about your future. This will allow you to implement strategies for sustained growth.
WHO YOU SHOULD BRING
If you personally handle the business and personal financial planning you can come alone to this event. If you have someone else involved in this (i.e. your spouse) you should bring that person with you. We will be discussing both personal and business Net Worth Strategies.
Check-in: 8:00 - 9:30am
Session begins: 9:30am
Saturday, November 9th
Session ends: 3:00pm
*Full schedule released closer to event
"First of all, it's created an awareness; an understanding of what's going on in the economy and how you can apply that to your business. If you're thinking of taking chances or you want to know what to do to take risk… to take on credit and not be thinking about credit or debt as: "This is bad debt." To instead think of it as an investment… to think of it as an opportunity to make more money because of your business. Think of your Practice as a golden goose, a printing machine… that was really important to me. Like (my Practice is) my central bank where I can actually print money, but I'm not causing inflation or deflation. That was one big takeaway. That's awareness to be able to know when to act, when to save, what to spend money on things." - Dr. Virginia Ellis