Virtual Online Meeting!
You’ve spent years building your portfolio. . . .Maybe decades.
You’ve acquired rentals. LLCs. Partnerships. Notes. Seller-financed deals. Options. Contracts. Relationships. Systems.
Now ask yourself a simple question:
If something happened to you tonight, who would know what to do with all of it tomorrow morning?
Most investors assume a will or trust solves the problem. Yeah - RIGHT!
If you’re alive but unable to make decisions, who can collect rents? Pay bills? Handle lenders? Sign contracts? Manage rehabs? Deal with partners? Protect your income?
And if you’re gone, will your family know what you own, where the documents are, what deadlines matter, who needs to be called, or what should be kept versus sold?
For many investors, the answer is a hard no.
And that’s how wealth meant to be “generational” and built over decades can be damaged, delayed, or lost in a matter of months.
In this practical workshop, Robert Mohon will help you build more than an estate plan.
You’ll begin creating a real-world operating system for your financial life.
You’ll discover how to:
- Identify what happens to your assets if you die or become incapacitated
- Determine who has authority to act in each situation
- Build an Inventory your real estate, entities, debts, contracts, and unusual assets
- Identify financial and contractual “time bombs” that require immediate attention
- Spot weaknesses in wills, trusts, powers of attorney, beneficiary designations, and entity documents
- Choose the right people to make legal, financial, and real-estate decisions
- Create an “If Something Happens to Me” operating file
- Build a practical action plan to protect your family and your legacy
If your goal is true generational wealth, start with our discussion at the MAREI Meeting and then add this class so you are ready to sit down with your own Trust Attorney and CPA and Financial Advisors. Even if you are at the beginning of your journey, join us to set up your plan as you go - so you have fewer of those "time bombs" later on in life.
Because wealth isn’t just what you leave behind: it’s whether the people you leave it to can successfully manage it.
Your investment is only $47 by September 10th if you’re a member, $97 by September 10th if you’re not (but since it only costs $25 a month to join, it’s smarter to do that, and get access to our other meetings, benefits and the library, and save $50 on this class). After September 10, the investment is $67 for members and $127 for nonmembers.
Express Success Coaching Students are FREE.
Yes, this workshop will be recorded and all registrants will receive the recording, so register even if you can’t attend live.
100% satisfaction guaranteed or your money back.
Get your Zoom seat (and/or your recording!) by registering below!