ShieldWolf Strongholds Presents...

The

TAX FREE FAMILY BANK

Workshop

JOIN THE VIRTUAL WORKSHOP

Wednesdays // 1PM ET & 6PM ET

WHO IS THIS WORKSHOP FOR?

➡️ Business Owners

➡️ Franchise Owners

➡️ Independent Contractors

➡️ Corporate Executive Leaders

➡️ Retirees

PRIVATE

Your personal and professional assets are kept away from the public eye.

TAX ADVANTAGED

Tax advantages on contribution, accumulation, distribution, and transfer phases.

LIQUID

You have tremendous liquidity and can access your money electronically within hours or up to a few days at the most.

SAFE

Your vehicle has very low risk.

Your money is protected from market volatility and inflation.

What You'll Learn!

  • The advantages and disadvantages of Wills and Living Trusts.

  • Why you want your holding company to be the owner of your operating LLC(s).

  • The difference between an LLC, an LLC treated as S corp, and an LLLP.

  • How to properly structure your business entities for the best tax advantages.

  • How to flow your business distributions into your family bank.

  • How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).

  • How Probate Court works and why you may want to avoid it for your family.

  • The best way to convert from active income to passive income.

  • Why putting property in your children’s names may be a mistake.

  • Common missteps by families raising children with challenges, disabilities or Special Needs.

  • Protect your home from being swallowed up by nursing home care.

  • Protecting yourself and your heirs’ inheritance from lawsuits, divorce, and spend-thrifts.

  • Best Practices for naming retirement account and Life Insurance beneficiaries.

  • How the secure act affects your trust and/or retirement accounts.

  • How to use the power of Indexed Universal Life Insurance (IUL) as a vehicle for family lending and being your own bank.

Your Instructor

Randolph Love III ChFC®, CPCU®, CLU®

Randolph Love III, is the Founder and President of ShieldWolf Strongholds, a Fractional CFO company that specializes in providing Business and Franchise Owners with all of the perks and benefits of having a full time Chief Financial Officer and Business Succession Planner, but for a fraction of the price.

He is a Partner and Consultant with The Franchise Consulting Company; the largest American owned franchise consulting company in the world.

He is the Author of the forthcoming Financial Literacy book, "The Miracle Money Vehicle: How To Make Money Make Babies" which gives individuals and business owners a step by step guide on what they need to do to have the option to retire, or exit their current position in less than 5-10 years, with properly structured, and funded Trusts and Tax Strategies.

Also, he is the host of, "The Entreprenudist Podcast: The Place To Hear Real Entrepreneurs and Business Owners BARE IT ALL" ranked in the TOP 10% of podcasts for Business Owners and Entrepreneurs by ListenNotes.com

What People are Saying...

"Mmm, Randolph!"

8th and Now

Don't miss this free virtual workshop!

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