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Course Level :Basic
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Credits :1
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Instructional Method :Group Internet Based
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Pre-requisites :None
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Advance Preparation :None
This webinar is for
Accountants, CPAs, Tax Attorneys and Tax Professionals who are looking to help or
advise their client in reducing their future tax liabilities through better
retirement and 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 a 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 :
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
Accounting Manager, Focus Wealth Group
Born in Mesa, Arizona, Barry moved to St. George, Utah in 1978 where he resides with his wife and five children. Barry has an extensive background in real estate investing and financial services. He is the Founder and CEO of Focus Wealth Group, a Utah based company specializing in tax-free money planning and guaranteed retirement income. He's a co-author of the book, Tax-Free Money for Long-Term Care!, and is known as a financial coach and mentor to clients nationwide. He speaks on topics such as real estate investing, tax-free retirement, guaranteed income planning, and how to take your business online and go virtual.
We help Business Owners and Professionals take control of their financial future and learn how to secure their future and generate wealth like the top 1% while protecting their money and paying less in tax.
3010 Ratings
LA
Nov 18th, 2019
I followed up with the speaker. He did a fantastic job explaining everything in everyday terms. Thanks
CM
Nov 1st, 2019
One of the best classes I have taken. The instructor was very knowledgeable.
RKAR
Nov 12th, 2019
Amazing Webinar - learned something that I did not know before.
JF
Jul 13th, 2021
I'm always pleased with the webinars offered by myCPE. It is pretty straight-forward to use and thus far I've experienced no technical difficulties, which should be commended. I enjoy the wide array of topics of interest to choose from. This particular webinar is one I attended to expand my knowledge for my own personal use, great session.
JR
Aug 12th, 2021
The platform is generally was very easy to use and I loved that this particular webinar was free to view. I learned so much - I am a CFP and I honestly did not know anything infinite banking. This is definitely something I want to learn more about so that I can implement it for myself and my clients.
1 Credit
Subject Area
Aug 22, 2022 | 09:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
Aug 22, 2022 | 10:00 AM EDT
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