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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Tax Deferred Annuities

$54.95 Add To Cart

Many estates fall into tax traps. This means that where an estate could have taken advantage of laws and tax codes, it falls short, paying more than the due share of taxes. This course teaches the technical side of annuities as a practical tool for investment. Details>

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Wealth Preservation

JAN 01

Asset Protection Risk Analysis

Online

Take the risk analysis to find out your exposure to creditors and litigators. Isn't it worth 5 minutes to find out how much risk you really safe?

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Best-Selling Strategy Guide

The Doctor's Guide to Wealth Preservation

$49.95

One attitude that cannot be tolerated in medicine is a lack of care or apathy. We feel physicians should exercise the same standard of care toward their accumulation of assets, property and wealth.

Written by the foremost expert in the country!

Physicians and their Advisors Will Gain a Practical Guide in the Following Subject Areas

►Asset Protection

►Estate Planning

►Income Tax Reduction

►Financial Planning

►Office Management

►Corporate Structure and Protection Structures

Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.

Estate Planning - Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 - $3,000,000 or more and learn how to avoid the 70-83% tax trap.

Income Tax Reduction - Learn how to reduce your income taxes by $25,000 - $200,000 annually while avoiding the tax avoidance shams in the marketplace.

Financial Planning - Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.

Office Management - Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.

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Popular Courses Modules

Asset Protection Planning I

downloadable PDF Course

Asset Protection Planning Part 3 concentrates on the protection of personal residence, business acco ...

Course Details

Captive Insurance Companies

3 Weeks Course

Would you like to remove a dollar from your company, and even better, a tax deductable dollar and pu ...