
Insights for Directed Living
LifePoint a division of Carter-Kelly Consulting LLC
CA
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life.Money life.Law
Financial Security and Legal Structure
You need a good offense (Financial Security)
Wealth Accumulation
and a good defense (Legal Structure)
Wealth Sustainability

Wealth Accumulation
Discover the keys to wealth accumulation by creating and managing positive cash flows:
Wealth Sustainability
Discover the keys to wealth sustainability by creating the proper legal structure:
life.money explores how financial abundance is one of the key enablers to successfully implementing any life game plan. By understanding a history of wealth and accumulation, you will discover key questions regarding your wealth habits and strategies to create the discipline needed to move regardless of your current financial circumstance.
The course is held for eight hours of instruction. This allows adequate time to practice and master the concepts and methods. Goals are set by each participant. Problems and successes are shared in a warm supportive environment. Discover the keys to wealth accumulation by creating and managing positive cash flows.
Small Groups with Hands-on Learning! Workbook!
Course Content
Session 1: Wealth Accumulation
Session 2: Leverage
Session 3: Prosperity Consciousness
Session 4: Secrets of Health, Happiness and Wealth

Generational Wealth
Make a clean start by accomplishing the few things left unfinished this year. Things like:
life.law explores the need of a good offense of wealth accumulation and financial security and a good defense of wealth sustainability including your legal structure.
The course is held for eight hours of instruction. This allows adequate time to practice and master the concepts and methods. Goals are set by each participant. Problems and successes are shared in a warm supportive environment.
Grow generational wealth by effectively transferring your estate assets to the next generation.
Small Groups with Hands-on Learning
A workbook is included and reference books are available for view!
Course Content
Session 1: Income Tax Reduction
Session 2: Cash Flow Management
Session 3: Asset Protection
Session 4: Legal Tools
There is nothing sinister in so arranging one's affairs as to keep taxes as low as possible. Everybody does so, rich and poor; and all do right, for nobody owes any public duty to pay more than the law demands. Justice Learned Hand
America is a land of taxation that was founded to avoid taxation. Dr. Lawrence J. Peter
LifePoint a division of Carter-Kelly Consulting LLC
CA
debracar