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Rich and Rick will discuss the many ways wealth touches our lives – how to make
it, grow it , preserve it, donate it, invest it, protect it from unnecessary taxation
or pass it on to the next generation without creating problems, through effective
planning and value based leadership. This holistic, value based approach to
applying tax, financial, asset protection and investment concepts to long term
wealth provides a framework for listeners to deal effectively with wealth issues.
The ability to explain tax, legal and financial issues surrounding wealth in an
everyday, conversational way
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