Limited Period Access to myCPE Prime Unlimited CPE Access starting at $199. Subscribe Now

Tax-Free Retirement - Powerful Strategy of Infinite Banking

  • Accountant
  • AFSP
  • CRTP
  • CFP (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • CSA
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

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 :

  • 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.

Learning Objectives

  • To recognize what Infinite Banking is and how to use it.
  • To identify various powerful strategies for tax-free planning (Infinite Banking)
  • To identify strategies of coordinating Infinite Banking with current business and real estate assets to make them more valuable.
  • To identify 4 pillar strategy of retirement planning.
  • To recall how to make your money work for you & to discover how to make your assets more valuable and avoid lost opportunity cost, by becoming your own bank

Recommended For

This online CE course is recommended for CPAs, EAs, AFSPs, CSAs, PFS, and Other Finance and Tax Professionals interested in learning about infinite banking.

    Who Should Attend?

    • Accounting Firm
    • Business Owner
    • California Registered Tax Professional
    • CFO/Controller
    • CPA (Industry)
    • CPA - Large Firm
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Entrepreneurial CPA
    • Financial Planner
    • Finanical Analyst
    • Licensed Financial Advisor
    • Maryland Tax Preparers
    • Oregon Tax Preparers
    • Personal Financial Specialist (PFS)
    • Tax Attorney
    • Tax Firm
    • Tax Practitioners
    • Tax Pros
    • VP Finance
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 1 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
    • 1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00046-19-O)
    • 1 CE Credit for Certified Senior Advisor (CSA)
    • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
    • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
    • 1 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (US) (Approval No. 273037)
    • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0099)
    • 1 CE Credit of Taxes for Annual Filing Season Program (AFSP)
    • 1 CE Credit of Taxes for Annual Filing Season Program (AFSP)
    • 1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00046-19-O)
    • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00046-19-O)
    • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 1 CE Credit for Certified Wealth Strategist (CWS)
    • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

    Additional details

    • Course Level :
      Basic
    • Credits :
      1
    • Instructional Method :
      Group Internet Based
    • Pre-requisites :
      None
    • Advance Preparation :
      None

    IRS APPROVED

    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.

    NASBA APPROVED

    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.

    CTEC APPROVED

    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.

    Presenter

    About Presenter

    Barry Brooksby

    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.

    About Company

    Focus Wealth Group

    focuswealthgroup.com

    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.

    Faq

    FAQs content

    • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
    • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
    • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
    • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
    • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
    • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
    • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
    • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

    Ratings and Review

    4.4

    3411 Ratings

    Excellent

    1970

    Very Good

    1094

    Average

    277

    Poor

    43

    Terrible

    27

    LA

    Lucy Aikerson, EA

    Nov 18th, 2019

    I followed up with the speaker. He did a fantastic job explaining everything in everyday terms. Thanks

    CM

    Chantee Marchell, EA

    Nov 1st, 2019

    One of the best classes I have taken. The instructor was very knowledgeable.

    JD

    Jennifer Doom, CPA (US)

    May 5th, 2020

    Great info, I knew nothing about this and will be looking into it.

    RKAR

    Rama Krishna Audi Reddy, EA

    Nov 12th, 2019

    Amazing Webinar - learned something that I did not know before.

    JF

    John Ferrell, CPA (US)

    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.

    Tax-Free Retirement - Powerful Strategy of Infinite Banking

    FREE

    1 Credit

    Subject Area

    Taxes

    Upcoming Webinars

    2022 Enrolled Agent Ethics
    • 4.7
    • (227)

    Oct 04, 2022 | 10:00 AM EDT

    Excel Accountant: Linked Workbooks
    • 4.5
    • (14)

    Oct 04, 2022 | 10:00 AM EDT

    IRS Audit Process & Defense Presentation
    • 4.6
    • (1202)

    Oct 04, 2022 | 10:00 AM EDT

    The Importance of Auditing Time and Expense
    • 4.5
    • (15)

    Oct 04, 2022 | 10:00 AM EDT

    Ultimate Guide to GAAP with Latest Updates
    • 4.1
    • (80)

    Oct 04, 2022 | 10:00 AM EDT

    cookies_image

    We use cookies to make your experience on this website better