Here's What You Will Learn:

-How to generate solid risk-adjusted returns in rising equity markets

-How to take advantage of rising interest rates

-How to save on investment management fees

-How to integrate options, private equtiy, and debt into your portfolio

-How to legally minimize income taxes before, during and after retirement

-How to deal with lump sums from employer pension and savings plan, inheritance or the sale of assets like real estate or your private business

-Insightful strategies for dealing with aging family members

And Most Importantly, We'll Show You How To Build A Realistic Plan That Integrates Everything As Mentioned Above And More - Based On Your Family's Values, Beliefs, Priorities And Financial Situation.