Join the VIP List for Step 6
What You Get
Diversification is a key risk management tool, but are you using it effectively?
With traditional investment advice, most people fall into the trap of limiting their use of diversification. It has a much wider application and value beyond just asset allocation.
That's what you'll learn in Step 6.
- Eight Training Modules:
Learn the ins and outs of annuities, life insurance, hedge funds, and private equities, along with estate planning principles and tax strategies for the wealthy.
- Learn at Your Own Pace:
Get the entire course up-front with 24/7 lifetime access.
- Step-By-Step Instruction:
Each lesson includes audio, video, PDF transcript, a summary and key points, relevant resources, and a quick action guide.
- Tools & Resources:
Access relevant check lists, spreadsheets, mind maps, calculators, and recommended tools.
- Practice Exercises:
Get real world examples to guide every step and apply everything to create your own plan.
- Live Q&A Sessions:
Todd Tresidder will be available during office hours to answer questions and give support.
- Members Only Facebook Group:
Stay connected to a group of people working towards the same goal.