With Real wealth group, implementing new
strategies is as
EASY AS PIE
WE HOST MONTHLY
EDUCATIONAL
WEBINARS ON A
VARIETY OF
FINANCIAL TOPICS
Live Q&A with industry leaders to help you implement proven strategies for your clients and prospects. Learn from the best of the best!
Curtis Cloke
Tom Hegna
Van Mueller
Robin Edgar
David McKnight
David Walker
A Slice of Knowledge in Each Session
Bite-sized insight with big
impacts for your business
and clients.
RWG TOPICS
Each webinar, we focus in on a slice of strategies that strengthen a holistic financial plan.
Business
Business succession
Business structure
Employee structure/review
Cashflow
Mortgage/Debt Planning
Social Security Optimization
Budgeting
Investment
Alt Investment
Accumulation & Hedging Strategies
Retirement income
Insurance
LTC/Medicare
Life Insurance
Income protection
Tax
Tax bracket management
Tax reduction strategies
Tax-efficient investing
Estate
Family Meetings
Charitable Planning
Trust/Will/POA