CLASS COMING SPRING OF 2023 IN CALIFORNIA!
3-DAY FINANCIAL COURSE FOR SUDDEN WEALTH
MORE INFO COMING SOON!
MORE INFO COMING SOON!
APPLY TO REGISTER HERE FOR THE NEXT IN PERSON FINANCIAL CLASS
FORMERLY TAUGHT AT MANY UNIVERSITIES OVER THE LAST 22 YEARS!
*For purposes of this course, “high-net-worth” is defined as an individual having $5 million or more in net worth.
*For purposes of this course, “high-net-worth” is defined as an individual having $5 million or more in net worth.
WHAT YOU CAN LEARN
- Learn about the potential dangers that lurk prior to any market adjustment or correction.
- Understand ways in which wealth can evaporate very quickly and the main causes.
- Address key risks, both known and unknown, to business owners, aspiring entrepreneurs, and wealthy families.
- Study the methods investors can use to insulate themselves from impossible-to-predict market collapses, changes in the tax climate, and disruptive geopolitical and social influences.
ABOUT THIS COURSE
This course addresses key risks—both known and unknown—to business owners, aspiring entrepreneurs, and wealthy families that find themselves in the position of having to manage large sums of wealth. Participants learn the different skill sets required for both creating wealth and ultimately maintaining wealth--skill sets that are actually quite different. By covering the ‘path of risk management in a very different way, this course emphasizes the potential dangers that lurk prior to any market adjustment or correction. Class instruction includes numerous case studies where participants learn the way in which wealth can evaporate very quickly and the main causes therein. However, with proper planning, preparation, and mindset, business owners and investors can insulate themselves from impossible-to-predict market collapses, changes in the tax climate, and disruptive geopolitical and social influences. Upon completion of the course, participants should feel greater confidence in approaching their financial circumstances and have several actionable steps to take toward improving their risk profile, investment portfolio, and financial trajectory.
APPLY TO REGISTER HERE FOR THE NEXT IN PERSON FINANCIAL CLASS
FORMERLY TAUGHT AT MANY UNIVERSITIES OVER THE LAST 22 YEARS!
*For purposes of this course, “high-net-worth” is defined as an individual having $5 million or more in net worth.
*For purposes of this course, “high-net-worth” is defined as an individual having $5 million or more in net worth.
WHY YOU SHOULD ATTEND
- Your financial picture is complex and you want greater understanding and control.
- You feel at a disadvantage when dealing with financial professionals managing your wealth.
- Your wealth is transitioning from one generation to the next.
- You have inherited or are about to inherit a large sum of family wealth.
- You want to involve your spouse and/or other family members in managing your wealth.
- You have achieved financial success through business.
- You have experienced a liquidity event such as inheritance, divorce, stock options, lottery winner, or a business sale.
- As an Agent, Manager, Attorney, Forensic Accountant, or CPA; You have a client experiencing ANY of these events.
ONLINE APPOINTMENTS
Complimentary 1-on-1 Call with Course Instructor
30 min | Free
Please schedule a zoom call with Walter to go over any immediate questions or concerns before, during, and after you attend the course.
FAQ'S OF THE AFFLUENT:
IF YOU HAVE ANY OF THESE QUESTIONS, REACH OUT FOR A FREE 1-ON-1 CALL.
- What questions should I ask before making ANY investment?
- What is my actual net worth?
- What are my retirement needs?
- How do I manage agents, managers, advisors, and their fees?
- How do I transfer wealth to generations?
- Will my estate have to pay taxes after I die?
- What are the elements of a sound estate plan strategy?
- How do I manage sudden money and properly diversify?
- How do I determine my long-term financial goals?
- When should I start saving for my child's college education?
- How can I ensure that my business will survive the transition into the next generation?
- How should I take distributions from my retirement plan?
- How can I maximize my tax benefit from charitable contributions?
- How can I prepare my heirs for inheriting wealth?
- Does a trust protect property from creditors?
- How can I avoid the most-frequent money-losing mistakes?
The answers to these questions vary from case to case. If you would like to set up a 1-on-1 call with the instructor, please e-mail info@familycfo.net to set up a time to get your questions answered before, during, and after the course.
WALTER CLARKE- LEAD COURSE INSTRUCTOR
CFO FOR FAMILY OFFICES
EDUCATOR, SPEAKER & AUTHOR
CRISIS COACH & NEGOTIATOR
BUSINESS OWNER & INVESTOR
FORMER FINANCIAL ADVISOR
Walter Clarke brings a unique skill set as the host and lead instructor of this class. Walter spent 18 years as a financial educator teaching at many prestigious universities, including UC Berkeley, UCLA, ASU, DePaul, TCU, UNLV, University of San Diego, UC Santa Cruz, UC Davis, and Tecnológico de Monterrey. He has spent most of his career researching and studying the keys to a sound investment process. He is also the author of the upcoming book Overcoming The Big Mistake.
This class will deliver the key elements that affluent families need to know and will be shared in a way anyone can understand and follow. Walter started his own investment firm in 2003. He has learned valuable information from guiding others as well as from his own first-hand experience.
He learned that even he could be a victim of “The Dumb Tax”. In 2013, he paid a $10,000,000 Dumb Tax and lost his firm—the consequence of reliance on others without a full understanding of the issues and risks associated with a transaction.
He is committed to communicating and teaching the many lessons he and others have learned in the quest for happiness—keeping wealth without losing oneself or the people they care about.
The "7 Mistakes Millionaires Make" course is the most transparent of its kind anywhere in the world. It is hosted by Walter Clarke, who sets out to personally educate you. To help you become confident in knowing your financial situation so you can confidently navigate ANY financial scenario.
APPLY TO REGISTER HERE FOR THE NEXT IN PERSON FINANCIAL CLASS
FORMERLY TAUGHT AT MANY UNIVERSITIES OVER THE LAST 22 YEARS!
*For purposes of this course, “high-net-worth” is defined as an individual having $5 million or more in net worth.
*For purposes of this course, “high-net-worth” is defined as an individual having $5 million or more in net worth.
TESTIMONIALS FROM FORMER STUDENTS
Mia Wallace
CMO - Fou's Shoes
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“My career took off and I discovered more and more hands in my pockets. Getting educated about the key areas was critical to controlling my financial outcome. This program provided that solution."
Mia Wallace
CMO - Fou's Shoes
arrow_drop_down_circle
Divider Text
“My career took off and I discovered more and more hands in my pockets. Getting educated about the key areas was critical to controlling my financial outcome. This program provided that solution."
Mia Wallace
CMO - Fou's Shoes
arrow_drop_down_circle
Divider Text
“My career took off and I discovered more and more hands in my pockets. Getting educated about the key areas was critical to controlling my financial outcome. This program provided that solution."
Mia Wallace
CMO - Fou's Shoes
arrow_drop_down_circle
Divider Text
“My career took off and I discovered more and more hands in my pockets. Getting educated about the key areas was critical to controlling my financial outcome. This program provided that solution."
Mia Wallace
CMO - Fou's Shoes
arrow_drop_down_circle
Divider Text
“My career took off and I discovered more and more hands in my pockets. Getting educated about the key areas was critical to controlling my financial outcome. This program provided that solution."
Mia Wallace
CMO - Fou's Shoes
arrow_drop_down_circle
Divider Text
“My career took off and I discovered more and more hands in my pockets. Getting educated about the key areas was critical to controlling my financial outcome. This program provided that solution."
Mia Wallace
CMO - Fou's Shoes
arrow_drop_down_circle
Divider Text
“My career took off and I discovered more and more hands in my pockets. Getting educated about the key areas was critical to controlling my financial outcome. This program provided that solution."
Mia Wallace
CMO - Fou's Shoes
arrow_drop_down_circle
Divider Text
“My career took off and I discovered more and more hands in my pockets. Getting educated about the key areas was critical to controlling my financial outcome. This program provided that solution."
APPLY TO REGISTER HERE FOR THE NEXT IN PERSON FINANCIAL CLASS
FORMERLY TAUGHT AT MANY UNIVERSITIES OVER THE LAST 22 YEARS!
*For purposes of this course, “high-net-worth” is defined as an individual having $5 million or more in net worth.
*For purposes of this course, “high-net-worth” is defined as an individual having $5 million or more in net worth.
VIEW WALTER'S ONLINE SUSTAINABLE FAMILY SUMMIT
Access previous recordings!
Access previous recordings!
PRIVACY POLICY
This is not a solicitation. "7 Mistakes Millionaires Make" is not a brokerage firm, and we do not sell any investment products. The "7 Mistakes Millionaires Make" course is solely intended to be an educational resource.
The securities/instruments discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. The "7 Mistakes Millionaires Make" team recommends that investors independently evaluate specific investments and strategies and encourages investors to seek the advice of a financial advisor.
"7 Mistakes Millionaires Make" does not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Past performance is no guarantee of future results. Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Re-balancing does not protect against a loss in declining financial markets. There may be a potential tax implication with a re-balancing strategy. Investors should consult with their tax advisor before implementing such a strategy.
Any type of continuous or periodic investment plan does not assure a profit and does not protect against loss in declining markets. Since such a plan involves continuous investment in securities regardless of fluctuating price levels of such securities, the investor should consider his financial ability to continue his purchases through periods of low price levels.
Monte Carlo simulations are used to show how variations in rates of return each year can affect your results. A Monte Carlo simulation calculates the results of an analysis by running it many times, each time using a different sequence of returns. Results generated by a Monte Carlo simulation will vary with each use and over time because each portfolio simulation is randomly generated. Some sequences of returns will give you better results, and some will give you worse results. These multiple trials provide a range of possible results, some successful (you would have met all your goals) and some unsuccessful (you would not have met all your goals). The percentage of trials that were successful is shown as the probability that the analysis, with all its underlying assumptions, could be successful. Results using Monte Carlo simulations indicate the likelihood that an event may occur as well as the likelihood that it may not occur. In analyzing this information, the analysis does not take into account actual market conditions, which may severely affect the outcome of your goals over the long term. The projections or other information generated by a Monte Carlo simulation regarding the likelihood of various investment outcomes (including any assumed rates of return) are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results."7 Mistakes Millionaires Make" cannot give any assurances that any estimates, assumptions or other information generated by a Monte Carlo simulation will prove correct. They are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those shown.
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. The principal value and return of an investment will fluctuate with changes in market conditions.
Investors should carefully consider the investment objectives and risks as well as the charges and expenses of a mutual fund before investing. To obtain a prospectus, contact your Financial Advisor or visit the fund company’s website. The prospectus contains this and other important information about the mutual fund. Read the prospectus carefully before investing.
Interest in municipal bonds is generally exempt from federal income tax. However, some bonds may be subject to the alternative minimum tax (AMT). Typically, state tax exemption applies if securities are issued within one’s state of residence and, local tax exemption typically applies if securities are issued within one’s city of residence. Bonds are affected by a number of risks, including fluctuations in interest rates, credit risk, and prepayment risk. In general, as prevailing interest rates rise, fixed-income securities prices will fall. Bonds face credit risk if a decline in an issuer's credit rating, or creditworthiness, causes a bond's price to decline. Finally, bonds can be subject to prepayment risk. When interest rates fall, an issuer may choose to borrow money at a lower interest rate, while paying off its previously issued bonds. As a consequence, underlying bonds will lose the interest payments from the investment and will be forced to reinvest in a market where prevailing interest rates are lower than when the initial investment was made. NOTE: High-yield bonds are subject to additional risks such as the increased risk of default and greater volatility because of the lower credit quality of the issues.
CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA, etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository. For more information visit the FDIC website at www.fdic.gov.
S&P 500 Index is an unmanaged, market value-weighted index of 500 stocks generally representative of the broad stock market. An investment cannot be made directly in a market index.
Information contained herein has been obtained from sources considered to be reliable, but "7 Mistakes Millionaires Make" does not guarantee their accuracy or completeness.
The securities/instruments discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. The "7 Mistakes Millionaires Make" team recommends that investors independently evaluate specific investments and strategies and encourages investors to seek the advice of a financial advisor.
"7 Mistakes Millionaires Make" does not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Past performance is no guarantee of future results. Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.
Re-balancing does not protect against a loss in declining financial markets. There may be a potential tax implication with a re-balancing strategy. Investors should consult with their tax advisor before implementing such a strategy.
Any type of continuous or periodic investment plan does not assure a profit and does not protect against loss in declining markets. Since such a plan involves continuous investment in securities regardless of fluctuating price levels of such securities, the investor should consider his financial ability to continue his purchases through periods of low price levels.
Monte Carlo simulations are used to show how variations in rates of return each year can affect your results. A Monte Carlo simulation calculates the results of an analysis by running it many times, each time using a different sequence of returns. Results generated by a Monte Carlo simulation will vary with each use and over time because each portfolio simulation is randomly generated. Some sequences of returns will give you better results, and some will give you worse results. These multiple trials provide a range of possible results, some successful (you would have met all your goals) and some unsuccessful (you would not have met all your goals). The percentage of trials that were successful is shown as the probability that the analysis, with all its underlying assumptions, could be successful. Results using Monte Carlo simulations indicate the likelihood that an event may occur as well as the likelihood that it may not occur. In analyzing this information, the analysis does not take into account actual market conditions, which may severely affect the outcome of your goals over the long term. The projections or other information generated by a Monte Carlo simulation regarding the likelihood of various investment outcomes (including any assumed rates of return) are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results."7 Mistakes Millionaires Make" cannot give any assurances that any estimates, assumptions or other information generated by a Monte Carlo simulation will prove correct. They are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those shown.
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. The principal value and return of an investment will fluctuate with changes in market conditions.
Investors should carefully consider the investment objectives and risks as well as the charges and expenses of a mutual fund before investing. To obtain a prospectus, contact your Financial Advisor or visit the fund company’s website. The prospectus contains this and other important information about the mutual fund. Read the prospectus carefully before investing.
Interest in municipal bonds is generally exempt from federal income tax. However, some bonds may be subject to the alternative minimum tax (AMT). Typically, state tax exemption applies if securities are issued within one’s state of residence and, local tax exemption typically applies if securities are issued within one’s city of residence. Bonds are affected by a number of risks, including fluctuations in interest rates, credit risk, and prepayment risk. In general, as prevailing interest rates rise, fixed-income securities prices will fall. Bonds face credit risk if a decline in an issuer's credit rating, or creditworthiness, causes a bond's price to decline. Finally, bonds can be subject to prepayment risk. When interest rates fall, an issuer may choose to borrow money at a lower interest rate, while paying off its previously issued bonds. As a consequence, underlying bonds will lose the interest payments from the investment and will be forced to reinvest in a market where prevailing interest rates are lower than when the initial investment was made. NOTE: High-yield bonds are subject to additional risks such as the increased risk of default and greater volatility because of the lower credit quality of the issues.
CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA, etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository. For more information visit the FDIC website at www.fdic.gov.
S&P 500 Index is an unmanaged, market value-weighted index of 500 stocks generally representative of the broad stock market. An investment cannot be made directly in a market index.
Information contained herein has been obtained from sources considered to be reliable, but "7 Mistakes Millionaires Make" does not guarantee their accuracy or completeness.
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