Luis Rosa

This presentation is great for those currently in the building/accumulation phase of their wealth building journey, typically ages 21 – 50, whom have a desire to learn personal finance basics to help them get off on the right foot or get back on the right track.

This presentation is great for financially established adults, likely age 40+, who are parents or grandparents, concerned with the financial security and education of the next generation, and are planning for their future. The audience is interested in long-term wealth transfer and legacy protection, and they are likely mostly in the accumulation phase of their financial lives, with some in the distribution phase. They are seeking knowledge and investment tools for strategies for gifting while alive.

This presentation is great for those currently in business for themselves. They’re looking to create long-term wealth but often ignore their personal finances as they’re very focused on their businesses. Typical age group is 35-55. Most are in their earlier stages of their business, about 3-5 years and have not done much planning for the long-term. This presentation goes over challenges of the self-employed and how to overcome them, explains taxes (brackets, deduction vs credit, QBI), investment vehicles (SEPS, 401ks, etc), and protection options like disability insurance, key person insurance, buy-sell agreements, etc. & estate planning)