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4.5 (2060)

Barry Brooksby

Focus Wealth Group

Tuesday, November 26, 2019 | 03:00 PM EDT

  • CPA Canada

1 Credit


Subject Area


Upcoming Webinars

Additional Dates

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Course Description

Recommend for Accountant or CPA or Tax Professional or Enrolled Agent who closely work with their clients & 

Every CFO or Director of Finance or Controller who wants to advise management on their personal financial planning.

Infinite Banking is a powerful investment technique that yields positive results through every stock market crash, real estate bubble, and recession known throughout history. And the best part is, this financial asset can be integrated with nearly every business imaginable. Infinite banking is a powerful investment technique in which an individual becomes his or her own banker by means of Whole Life Insurance Policy. Under this setup, you would theoretically never borrow money from a bank again. This free CPE Webinar will help you use this powerful tax-free strategy to enhance your client's retirement planning without market risk and also make it tax-free. With the uncertainty of future tax rates, the tax-free Infinite Banking strategy will help you and your clients avoid future pitfalls. Understand secure financial strategy on 4 pillars

  • Guaranteed returns & growth YOY, irrespective of market conditions.

  • Liquidity of cash.

  • Protection from market losses or protection from third party claims, creditors, lawsuits, and even bankruptcy (in most states)

  • Tax-Free now and retirement, increase your cash flow.

No need to go to tax Havens for Tax-free Income anymore.

Learning Objectives

  • Understand what Infinite Banking is and how to use it.
  • To learn about about this powerful strategy for tax-free planning.
  • Learn how to coordinate Infinite Banking with current business and real estate assets to make them more valuable.
  • Understand 4 pillar strategy of retirement planning.
  • Learn how to make your money work for you. Discover how to make your assets more valuable and avoid lost opportunity cost, by becoming your own bank.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounts Director
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • VP Finance
  • Young CPA


    [no_of_record] => 2060
    [average] => 4.4704




The presenter was very knowledgeable and answered many of my questions with just the material presented. I would recommend that anyone interested in this subject refer to this webinar and presenter. Also, the moderator of myCPE are awesome. Before starting of the webinar they have explained the necessary requirements which ultimately helped during the webinar.


The presenter was delightful and full of valuable information to help value your firm more. Thank you for sharing a wealth of information. Great insights from the webinar. It has number of examples, and it was very useful to have them while learning the concepts. I will recommend your webinar to my fellow CPAs.


Barry's expertise in infinite banning concepts is unparallel. With certain simple tricks he helped me solve some of the things I was facing difficulty with. Turns out to be a technical understanding difference. Thank you Barry for your inputs.


Your webinar was very informative and productive. Infinite Banking concepts are much more clearer now. The webinar was well-structured. It provided a good overview of the subject.


Thank you for the presentation. It was really worth the time. I enjoyed learning about Infinite Banking. It was really an impressive webinar.


Fascinating topic, and the instructor mentioned so many factors I haven't heard about. The instructor had a knowledgeable and engaging speaking style that made for an entertaining and informative webinar.