CORE CURRICULUM

At Integrated Financial, our commitment is to client education.  Below are various forms of educational content highlighted here for brevity.  Scores of additional educational articles, E-Seminars and Videos may be found in the IFSG University Website.

E-Seminars

Our 2011 Client Appreciation Dinner, held at Southfork Ranch during the filming of "Dallas-The Next Generation", featured Keynote Speaker Jason Vanclef, author of "The Wealth Code - How the Rich Stay Rich in Good Times and Bad".  The presentation is featured here for a further understanding of the concepts and strategies that have been in use by our form for many years now:

E-Seminar Series: February 2011 "Stop the Wealth LeakageTM" Dinner Workshop, this E-Seminar Series should be reviewed prior to an initial "Financial Physical" Consultation in our office:.  

  • Segment A
INTEGRATED FINANCIAL SOLUTIONS GROUP & "WEALTH CODE" INTRODUCTION

 

  • Segment B
WEALTH LEAK #1 - FAILING TO FOLLOW A PRIMARY FINANCIAL GOAL / WEALTH LEAK #2 - TAXES, TAXES, TAXES

 

  • Segment C 
 WEALTH LEAK #6 - FAILING TO USE ACTIVE MANAGEMENT OF EQUITIES AND BOND RISK

 

  • Segment D
WEALTH LEAK #7 - FAILING TO USE INFLATION HEDGED INCOME PRODUCING ASSETS (ENDOWMENT STYLE OVERVIEW)

 

  • Segment E
WEALTH LEAK #8 - FAILING TO LEARN FROM THE LESSONS OF HISTORY / WEALTH LEAK #9 - PRACTICING THE MODERN DAY DEFINITION OF INSANITY / WEALTH LEAK #10 - PROCRASTINATION

 

Provided you HAVE NOT attended a dinner workshop, at the conclusion of our initial meeting, you will be given a restaurant gift certificate for either $50 or $100.  Full details, restrictions and requirements may be reviewed at "Dinner Gift Certificate Details". :::  .

The following are general E-Seminars on a variety of topics, and should be reviewed based upon "homework" assignments tasked to prospective clients:

ESTATE PLANNING - While there is a great deal of planning uncertainty for larger estates, making sure the basics are covered is critically important, regardless of the size of your estate.  The following E-Seminars are presented as "recommended viewing" prior to meeting with ANY Estate Planning Attorney.  Your education - in advance - will save you time and money:

Recommended Reading

1.  "The Wealth Code - How the Rich Stay Rich in Good Times and Bad"

This powerful book is at the heart of what drives our practice - a "True Asset Class" diversification approach that is a refreshing change to the Wall Street Drumbeat that most investors have had to tolerate through twelve years of a Secular Bear Market.  Our clients have been treated to two economic updates and book signings by the author, Jason Vanclef, founder of VFG Securities.

Required reading before, during or after the beginning of our working relationships with clients!

Must Read Topics Include:

  1. Why 2011-2012 will be a bloodbath for the "REAL" economy and what you must know to not be suckered into a false sense of security by misleading Government economic reports and Wall Street hype; 
  2. The keys to taking control of your investment outlook and building your own strong financial table to withstand any economic head wind;
  3. How to diversify into oil/gas, equipment, real estate, bullion and rare coins the way the super rich do and why Wall Street does not want you to know;
  4. Insight to avoid the next Maddoff fraud;
  5. Why/why not pay off your home or pay cash for a car and learn to build your wealth more efficiently;
  6. Insurance and Variable/Fixed/Index Fixed annuity pitfalls not discussed by the agents selling them.

For "Wealth Code" Updates and presentations by the Author, Jason Vanclef, please visit the "Core Concepts" section of our website.

2.   "America's Financial Demise - Approaching the Point of No Return"

According to Ethan Pope, the mismanagement of our nation's abundance of wealth is incomprehensible, intolerable, imprudent, reckless, corrupt, foolish, destructive, destabilizing, and unacceptable. And unless our Congressional leaders make radical changes to bring federal spending under control, it will soon become mathematically impossible for our nation to avoid bankruptcy. In this latest book by Ethan, the author encourages us to wake up and rise as a new generation of patriots - financial patriots.

Ethan Pope is a nationally known financial author, speaker, radio commentator, and founder of the Financial Patriots movement.      Following the seventeen exhibits of the current and projected fiscal condition of the United States, eight potential conclusions / consequences are highlighted:

  1. Excessive Increases in taxes for all Americans and businesses.
  2. Radical changes in Social Security and Medicare.
  3. Unprecedented unemployment and economic depression
  4. Riots on a national scale
  5. Financial Armageddon when China, other nations and investors stop buying our debt
  6. Hyperinflation 
  7. The dollar crashes and a financial tsunami comes ashore
  8. America goes bankrupt

 

  

 Continue your education by visiting IFSG University!