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Email: ferenc@securemgt.com

Phone: (866) 515-6280

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Oct 22, 2019

Special Guest: Ron Compton, Estate-Planning Attorney

Difference Between Will and Trust

4 Key Documents of Estate Planning

Power-of attorney vs. Guardianship/Conservatorship

What triggers Probate?

How a Trust Protects Assets from Probate

How a Special-Needs Trust Works

When Should You Update Your Estate Plan?


Oct 15, 2019

How Your Personal Bank Works

Think Like a Banker vs. an Investor

Success Key: Access to Capital

How to Maximize Cash Growth with Your Personal Bank


Oct 8, 2019

Special Guest: John Burley. John has written several books, with Money Secrets of the Rich and Powerful Changes both reaching #1 Best-Seller Status.

John has worked with industry leaders like Donald Trump, Tony Robbins, Les Brown, Robert Kiyosaki, and Nick Vujicic.


Oct 1, 2019

Your Personal Bank – 10/1/19   

Tap Into the Power of Compound Interest!

  • Why Your Personal Bank Can Help Your Financial Goals
  • 8th Wonder of the World: Compound Interest
  • Short vs. Long Term Thinking
  • Compound Interest vs. Average Rate of Return
  • Understand the True Value of a Dollar
  • What is Your Personal...