JPʼs expertise in wealth management is acutely applicable to both business owners and their employees. Through his keynotes, seminars, and educational sessions, JP expresses wealth management as cash flow in easily understood and useful terms.
The three phases of financial life apply to both business owners and their employees. While there is some overlap, distinction needs to be made between a business ownerʼs needs and those of employees.
What is wealth
How to take advantage of employer retirement plans and IRAs
Basics of cash, bonds, and stocks
How to build a long-term retirement portfolio
Understanding mutual funds, ETFs, and financial markets
Differences between growth investing and income investing
How to convert your retirement accounts into lifetime income
How to deal with inflation and volatility
How to withdraw money from retirement accounts and IRAs
Navigating 401k and IRA tax rules and requirements
Estate planning basics everyone must understand
Is a living trust right for you
How to protect your finances in case of incapacity
Does life insurance fit
Making sure your plans for heirs are carried out
Building equity in your business
Basics of cash, bonds, and stocks
How to build a long-term retirement portfolio
Choosing retirement plans for yourself and your employees
Diversifying wealth using business cash flow
Differences between growth investing and income investing
How to deal with inflation and portfolio volatility
How to convert your business into lifetime cash flow
How to withdraw money from retirement accounts and IRAs
Unique charitable strategies to control income taxes
Estate planning basics for the business owner
How to protect your cashflow in the event of incapacity
Keeping your business in the family bloodline, or cash out
Should my business plans include life insurance
How to ensure your plans are carried out
JP’s seminars, presentations, and lectures take a deep dive into wealth management that’s easily understood and quickly implemented. Book JP for your next function:
