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To learn why "global" Asset Protection Planning is not just about using LLC/FLPs and offshore planning, please click here.
Advisors who have taken a course from The WPI requested that a "sales" platform be created for certified advisors.  Therefore, The WPI with the help of Matt Radin, JD, created the C.A.L.M. platform.  This platform will help certified advisors work up a comprehensive asset protection, financial and estate plan for all clients in a systematic manner.  To read about the various levels of C.A.L.M., click here.
Audio Introduction

The WPI created a short introductory PowerPoint presentation with voice over.

To view and listen to the presentation please click on the link below.

Introductory Video

If you have a pop up blocker on your web-browser, you should get a notice asking you if you want to allow the presentation to "pop up."    If you hit yes, the presentation will automatically pop up and run.

You can move through the PowerPoint by clicking on the slides listed on the left side of the presentation.

If you have any problems or would like more information on the courses offered by the WPI, please e-mail or call 269-216-9978.

Roccy DeFrancesco, J.D., CWPP, CAPP, MMB 


© 2017 The Wealth Preservation Institute • St. Joseph , MI • (269) 216-9978