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Wealth Preservation Planner Individual Course Modules

Global Stratecgic Advisors combines the expertise of speciality practicioners to give our clients, businesses and families the benefits and advantages of legal and tax compliance.  It is always with best intention to informif a client and armed with comprehension in the multiple disciplines in today's volitile market and the variety of options for which they have to choose.

For this reason SA has created a vast arena of educational products with and without certifications.  These courses are on subject topics that top-notch financial planners face daily, while written in understandable plain language, so that all clients, investors and advisors can benefit.

Our certifications partition into individual courses, with target topics focusing on specific issues.  These courses make no limits with regards to teaching the tricks of the trade that may be unavailable due to industry secrets.  SA provides the benefits and the pitfalls in all of these courses to make our clients and advisors intelligent and informed.

We encourage you to browse the subject matter of the individual courses and invite you to browse our credited certifications.

Our guarantee is your satisfaction!

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Advanced Estate Planning, Part 1 and Part 2
$54.95 Add To Cart
 
A dynamite course! No one in the industry should consider Estate Planning without this valuable information. Learn how to move assets from your client's estate at a very affective rate of a 90% discount through Freeze Partnerships or Preferred LLC Structures and much more!  Details>
 
 
Asset Protection Planning I
$26.95 Add To Cart
 
Asset Protection Planning Part 3 concentrates on the protection of personal residence, business accounts receivable and emphasizes the education of offshore LLCs, trusts and Captive Insurance Companies. This course provides valuable tools and insight beyone basic Asset Protection.  Details>
 
 
Asset Protection Planning II
$26.95 Add To Cart
 
Asset Protection Planning teaches compliance and safety within the provisions of law, accounting and business that protect a person's personal and corporate wealth. The best Asset Protection structures avoid the loopholes that render them ineffective when critically challenged. This course, continuing from Part 1 emphasizes “what to avoid.”  Details>
 
 
Asset Protection Planning III
$26.95 Add To Cart
 
Asset Protection Planning Part 1 is the introduction to the provisions in law, accounting and business that protect a person's personal and corporate wealth. You will learn if your assets are safe including your residence, your portfolio and your pensions. Don't miss the opportunity to obtain state-of-the-art information in this valuable course.  Details>
 
 
Asset Protection Strategies
$149.95 Add To Cart
 
This informative course covers traditional planning tools and their utilization to protect assets  Details>
 
 
Basic Estate Planning
$26.95 Add To Cart
 
Basic Estate Planning is more than just knowing about wills and trusts. A plan is a comprehensive, tax compliant financial diagram and life-design of what a person desires upon their living, their dying and their succession. Planners will benefit from the topics in this course.  Details>
 
 
Captive Insurance Companies
$26.95 Add To Cart
 
Would you like to remove a dollar from your company, and even better, a tax deductable dollar and put that dollar into a company called a CAPTIVE Insurance Company that is owned by your or by an Irrevocable Trust to the benefit of your children? Your answer should be yes. Find out how small and medium size business owners can benefit from this course.  Details>
 
 
Charitable Planning
$26.95 Add To Cart
 
This course focuses on client based Charitable Planning; this means that the client will benefit and so will the charity in a win-win situation. Reduce capital gains, income tax, while receiving a lifetime income stream to the benefit of the family charity.  Details>
 
 
College Planning
$26.95 Add To Cart
 
This course is about saving for college and paying for college. However, not all methods are as advantageous to a family. Use OPM - Other People's Money - to pay for college. Learn about “The Safe College Plan.”  Details>
 
 
College Planning
$26.95 Add To Cart
 
This course is about saving for college and paying for college. However, not all methods are as advantageous to a family. Use OPM - Other People's Money - to pay for college. Learn about The Safe College Plan.  Details>
 
 

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