4.6 (175)

Barry Brooksby, Wealth Coach

Focus Wealth Group

Thursday, November 07, 2019 | 11:00 AM EDT

  • ABV
  • CPA Canada

1 Credit


Subject Area


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fraud update - latest


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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
  • CEO
  • 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







Great seminar on a tough ever changing topic. More information was provided in this presentation than what is usually offered in others that I have participated in on the same subject. Barry did a great job in explanation and right to the point.


The content of the program was very good. I registered for the webinar to get CPE credit but it I gained in-depth insights. It was worth listening to Barry.


Insightful Webinar. Great work done.