Members Only – MMRT (Mastermind Round Table)

Members ONLY – Come participate in a round table conversation facilitated by a 4BR member with the topic of conversation based on the facilitator’s experience, knowledge and expertise on the topic being discussed.

Our Facilitator this month is: Aaron Rask, Blanchard Financial Services

This month’s MMRT is: Friday, February 3rd @ Noon

Topic:

Six key areas of personal planning: Asset Protection, Retirement Planning, Income Tax Reduction, Capital Risk, Income Protection, and Estate Planning; is based on the premise that if these six key areas are adequately addressed, a client’s capital accumulation and protection plans should be sufficient. However, if just one key area is overlooked, significant losses may result. How to address each of these key areas to maximize gains and minimize losses.