Wealth Leakage - What is it?

Leaky Bucket

Everyone Has It!

 

Most are not aware that WEALTH LEAKAGE even exists.  Many will not do anything about WEALTH LEAKAGE – because it is easier to just keep the status quo, rather than embracing positive change.  Few will truly embark on the path of change necessary to avoid WEALTH LEAKAGE, both now and in the future.  You probably have concerns as well. What you do about them today will determine the outcome of your retirement years. We invite you to contact our office to schedule a visit and see if we can help to alleviate your concerns and answer your questions.

If you want to find out more about different kinds of wealth leakage, which may exist in your finances, we offer several avenues of  learning:

  • Join us at an upcoming educational workshop. With the exception of early summer and the year end holidays, we host one dinner workshop per month at various locations in North Dallas and Collin/Denton Counties. For a current schedule, please visit our "Events & Workshops" page and browse to the "Upcoming Events"
  • Below you will find the the entire workshop content from our February 2011 workshop.  In our "Core Curriculum" page, you will also find additional educational modules are available on a variety of topics from Basic and Advanced Estate Planning, to Investment Basics and Long Term Care Planning. We believe that a well educated client is a good client, and we strive to provide resources such as these for the benefit of our clients, advisors and others just seeking to learn as much as they can about topics important to them. We hope you enjoy and benefit from these resources, and welcome your feedback.
  • Visit IFSG University - Unless you are an IFSG Insider (IFSG Client or family member, selected advisors and others), you will have limited access to selected Articles, E-Seminars and Videos to continue your financial education.  Full access to IFSG University Resources is provided to IFSG Insiders.  To learn more, click the IFSG Insider Logo below:

 

 

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". ::: .