Cash Flow Wealth Summit

Cash Flow Wealth Summit – A Huge Success!

Dear Clients, Colleagues, and Friends, On May 15, 2015, our Client Alert announced “Jeffrey Verdon to Speak at Cash Flow Wealth Summit” in which the seminar producers used a remarkable new technology — a virtual online financial conference — where the attendee could attend the conference, visit the exhibit hall, and attend the presentations, all from the comfort and convenience of his or her home or office. For over 25 years, I have been a speaker at land-based financial conferences […]

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Cash Flow Wealth Summit

Jeffrey Verdon to Speak at Cash Flow Wealth Summit

Dear Clients, Colleagues, and Friends, I’d like to personally invite you to attend the Cash Flow Wealth Summit, where I will be participating as a guest speaker in the category of comprehensive estate planning and asset protection strategies. The topic of my presentation is “Secrets of the Dirty Filthy Rich — Tax and Asset Protection Planning Techniques for the Affluent Family and Business Owner“. This two-day virtual conference — presenting over 30+ thought leaders of wealth — is for Investors, […]

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gavel money

For Donald Sterling’s Mistress: More Than One Kind of “Protection” Was Necessary

Dear Clients, Colleagues, and Friends, Last month, a Los Angeles judge ordered V. Stiviano, the former mistress of ex-Clippers owner Donald Sterling, to pay $2.6 million to Sterling’s wife Shelly for gifts that were part of the Sterling’s community property. These gifts included a $1.2M house, three luxury cars, extensive shopping trips and world travel. No one would fault Shelly Sterling for wanting her day in court against her husband’s ex-mistress, but I can’t help put on my “asset protection […]

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The Best Little Asset Protection Vehicle No One Has Ever Heard Of — Securing Retirement

Dear Clients, Colleagues, and Friends, Life is full of little surprises.  Wondering if you have enough money for retirement should not be one of them. Imagine this… You’ve worked your entire life to build a successful business, investing every spare penny back into your company.  Your long-term plan?  To sell the company when you turn 60 so you can live a life of leisure on the proceeds.  Then, disaster strikes.  You and your company get sued, and after a devastating […]

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