Due to the tremendous success of past study groups, we have decided to organize a study group on the topic of tax-tree retirement. The study group – The Leaders Group Tax-Free Retirement Study Group – will be a seven-week study, and action, of Patrick Kelly’s book: Tax-Free Retirement (National Best Seller).
Week 1 – Introduction to the course and Part I: The Foundation
- Chapter 1: How it All Started
- Chapter 2: Why is Everybody in Such a Financial Mess?
Week 2 – Part II: Avoiding the 9 Financial Land Mines
- Chapter 3: Land Mine #1 – Lack of Planning
- Chapter 4: Land Mine #2 – Procrastination
- Chapter 5: Land Mine #3 – Getting on the Wrong Side of Mr. Interest
- Chapter 6: Land Mine #4 – Desire for Instant Gratification
Week 3 – Part II (Continued): Avoiding the 9 Financial Land Mines
- Chapter 7: Land Mine #5 – Following the Masses
- Chapter 8: Land Mine #6 – The Inertia Factor
- Chapter 9: Land Mine #7 – A Desire to Get Rich Quick
- Chapter 10: Land Mine #8 – Lack of Generosity
- Chapter 11: Land Mine #9 – Acting Like the Future Will Never Arrive
Week 4 – Part III: The Hidden Retirement Traps
- Chapter 12: A Story about Bill
- Chapter 13: Retirement Trap #1 – The Tax Trap
- Chapter 14: Retirement Trap #2 – The Access Trap
- Chapter 15: Retirement Trap #3 – The Distribution Trap
- Chapter 16: Retirement Trap #4 – The Death Trap
Week 5 – Part IV: The Retirement Solution
- Chapter 17: The Retirement Solution – The Basic Foundation
- Chapter 18: The Retirement Solution – Rules of Money
- Chapter 19: The Retirement Solution – Why Universal Life
Week 6 – Part V: Individual Applications
- Chapter 20: Tax Free Retirement for Physicians
- Chapter 21: Tax Free Retirement for Business Owners
- Chapter 22: Tax Free Retirement for Tax-Qualified Plan Contributors, High-Income
- Earners (and everyone else)
- Chapter 23: Tax Free Retirement for Children and Grandchildren
Week 7 – Part IV: The Next Step
- Chapter 24: Turbo Charging Tax-Free Retirement – IRA Rescue
- Chapter 25: Leaving a Legacy
No matter where we are in our careers, we can always stand to learn new things that may help us run a more efficient business.
The study group will be open to all Leaders associates. Thus, there is no entry requirement to participate. However, continued participation in the Tax-Free Retirement Study Group will require the following:
- Attend the weekly, Friday morning Teams meeting from 9:00 – 10:30 Mountain time; 05/24/24 – 07/12/24 (Taking the week of The 4th of July off).
- We’ll all miss a meeting or two, but this must be a scheduled commitment on your calendar.
- Do homework each week
- This will be a required reading
- Be prepared to discuss the topics of the required readings
- Be honest and truthful with your Tax-Free Retirement Study Group community. We’re not here to judge each other.
- lastly…..have fun.
If this is something you’d like to participate in, please contact Micah Hesting by email at micah@leadersgroup.net or by phone at 720.726.3042 to be added to the registration list. Thanks!
