Special Replay - Legal Tools to Protect Your Wealth
About the Document Workshop
Location: McFie's home/office in Henderson, Nevada
Date: To be Announced (Request updates from [email protected])
Spouses may attend together (1 registration)
The purpose of this workshop is to share information and systems to streamline the process of creating your own legal documents using Lee Phillip’s Accumulation and Preservation of Wealth System. (details below)
Our goal: To make the learning and editing so easy, that you can create your personal and business legal foundation documents within 2 days.
Documents finished by noon on the second day can be printed for you and arranged in a 3 ring binder so you can take them home ready for signatures.
Day 1 – Personal Planning Focus
- Create or Update:
- Living Revocable Trusts
- Certification of Trust
- Durable Power of Attorney
- Living Will
- Life Insurance Integration
Day 2 – Business Planning Focus
- Create or Update:
- Prepare Templates for future use:
- Independent Contractor Agreements
- Consultant Agreement
- Lease Agreements
- Templates for Corporate Minutes, Promissory Note, Waiver of Notice
Workshop Requirements: 1) Bring a PC or Mac running Word 2013 or later. 2) Complete an Online Questionnaire about 1 month before the workshop. 3) Own a copy of Lee Phillips’ Accumulation and Preservation of Wealth System.
NOTE: No legal or tax advice, nor legal or tax services will be provided as part of the Document Workshop. You will bring your own computer to the workshop, we will not do the work for you.
Nearby Lodging Options:
Fiesta Henderson: 777 W. Lake Mead Pkwy, Henderson, NV 89015 (10min drive time)
Green Valley Ranch: 2300 Paseo Verde Pkwy, Henderson, NV 89052 (15min drive time)
Hawthorn Suites By Wyndham: 910 S Boulder Hwy, Henderson, NV 89015 (9min drive time)
Use this option to get the Document Workshop if you already own Lee Phillip's System. Price: 1,200
Use this option to get the Document Workshop AND Lee Phillip's System together. Price 3,699
This is the system used by the McFie family to create their basic personal and business legal structures. To learn more watch the replay of Lee Phillip’s presentation from the 2016 Wealth Summit.
Purchase of this Accumulation and Preservation of Wealth System also includes the BONUS: Winning the Identity Theft War.
This workshop and package is offered by Wealth Solutions, LLC. Read our Website Legal Pages for information and disclosure regarding affiliates.
None of the information on this page or in the video should be construed as legal or tax advice. Neither Life Benefits, LLC nor Wealth Solutions, LLC, their agents or representatives are authorized to give legal or tax advice.
No legal or tax advice, nor legal or tax services will be provided as part of the Document Workshop. The purpose of this workshop is exclusively to share information and systems to streamline the process of creating your own basic legal documents. You will bring your own computer to the workshop, we will not do the work for you.