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The ChWETM Institute Curriculum & Agenda
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Welcoming Reception (Tuesday Evening) |
7:00 pm |
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Day One - Wednesday |
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Breakfast |
8:00 - 8:30 am |
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Wealth Engineering for the Affluent - The Process Dealing effectively with the financial life support systemsTM of successful individuals and families: Income Tax Dynamics • Risk Management • Estate Preservation Retirement Planning • Long Term Care • Cash Management • Asset Protection |
8:30 -12:00 am
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Lunch |
12:00 - 1:00 pm |
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The Financial Blueprint ~ The linkage: Marketing-Planning-Technical Knowledge Sales — Marketing — Planning Techniques — Case Studies |
1:00 - 5:00 pm |
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Case Studies - Coping with financial blind spots & supervised neglect of other advisors Providing clients with flex & balance so they don't give up future choices of options |
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Reception & Dinner |
6:00 pm |
| DAY TWO - THURSDAY | |
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Breakfast |
8:00 - 8:30 am |
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The Engineered InvestingTM Program Emotional InvestingTM~ Guaranteed to Fail Using The Investment Quadrants Effectively Stable Value Investing ~ Retirement Income Planning Dealing with your client’s investment desires: Case Studies Liquidity, Income, Growth and Tax Advantage ~ The Investment LIGSProfileTM |
8:30 - 10:00 am
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Tax Dynamics: Strategies & Tactics: Defer - Divert - Convert - Deduct |
10:00 am - 12:00 pm |
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Lunch |
12:00 - 1:00 pm |
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Dynamic Asset Protection Strategies |
1:00 - 3:00 pm |
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Advanced Life Insurance Strategies & Tactics |
3:00 - 4:00 pm |
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Marketing - Planning Techniques - Case Studies |
4:00 - 5:00 pm |
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Reception & Dinner |
6:00 pm |
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Day THREE - Friday |
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Breakfast |
8:00 - 8:30 am |
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Wealth Engineering for Business Owners - The Process Income Tax Dynamics•Risk Management•Estate Preservation• Retirement Planning Cash Management • Asset Protection • Business Succession • Compensation Design The linkage: Marketing - Planning - Technical Knowledge Sales — Marketing — Planning Techniques — Case Studies |
8:30 - 12:00 am |
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Lunch |
12:00 - 1:00 pm |
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Planned Giving — A New Frontier CharitableCapitalTMPlanning - the conversion of taxable capital into charitable capital Increase cash flow, reduce taxation, more effectively achieve overall financial needs and objectives CharitableCapitalTM Planning Tools: CGAs, CRTs, NIMCRUTs, CLTs, PIFs Private Foundations, Donor Advised Funds, Endowments, etc. |
1:00 - 3:30 pm |
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Tying it all together through marketing - Providing clients more flex & balance Differentiating yourself - Branding- The Process! Becoming a wealth solutions provider. |
3:30 - 4:00 pm |
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Comprehensive Exam - Twenty Essay Questions |
4:00 - 5:30 pm |
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