STOP PAYING CASH
FOR COLLEGE
LEARN THE WEALTH BUILDER STRATEGY TO RECAPTURE AND RECYCLE THE COST OF COLLEGE AND OTHER LIFESTYLE EXPENSES LIKE CARS, VACATIONS, ETC.
WEALTH BUILDER STRATEGY
ON DEMAND WEBINAR
If you're expected to pay $6,000 a year for college or over $85,000 a year for college, the wealth builder strategy will recapture that expense.
The Wealth Builder Strategy is a 200-year-old, proven strategy.
Every bank and many wealthy individuals have implemented this strategy to pay for expenses in a more efficient way, Create Future Wealth, Minimize Taxes and Leave a legacy.
My 30-Minute informational workshop will share this alternative strategy. If you want to be wealthy, you must learn what the wealthy are doing financially…hint – it’s not what traditional financial planning is teaching.
STOP PAYING CASH FOR COLLEGE AND OTHER LIFESTYLE EXPENSES!
LEARN THE WEALTH BUILDER STRATEGY TO RECAPTURE AND RECYCLE THE COST OF COLLEGE AND OTHER LIFESTYLE EXPENSES LIKE CARS, VACATION, ETC.
The Wealth Builder Strategy is a 200-year-old, proven strategy.
Every bank and many wealthy individuals have implemented this strategy to pay for expenses in a more efficient way, Create Future Wealth, Minimize Taxes and Leave a legacy.
My 30-Minute informational workshop will share this alternative strategy. If you want to be wealthy, you must learn what the wealthy are doing financially…hint – it’s not what traditional financial planning is teaching.
SPECIAL OFFER
All families who watch the “Wealth Builder Strategy” webinar are eligible for a 1-hour, free, no obligations consultation.
At this meeting, we will review your specific financial situation, determine what you're expected to pay for college and establish if the Wealth Builder Strategy is a viable option for you.
This meeting is purely informational. I do not sell to anyone.
WHAT YOU WILL LEARN...
- What are you expected to pay for college?
- What impact will college have on your financial future?
- The Wealth Builder Strategy – a 200-year-old strategy, implemented by all banks in America and many very wealthy individuals.
- Specifically, how much money YOU can recapture and recycle implementing the Wealth Builder Strategy.
Financial Aid
What is financial aid
and are you eligible
for it?
What will college cost you?
Understand the formulas
used to determine how
much you are expected to
pay for college.
FAFSA and CSS Profile
These financial aid forms compel families to start planning sooner based on tax return requirements.
College Planing is Financial Planning
Understand the impact of paying for college and what it will do to your retirement.
PRESENTER - MONICA FELTON MBA, CFP®
Monica Felton is the founder and president of The Elliott Group, LLC, located in Scottsdale, AZ. For 15 years, Monica has helped families save and pay for college so they don’t sacrifice their financial future. She has been teaching the Wealth Builder Strategy to families so they can efficiently pay for lifestyle expenses like college, while creating wealth, minimizing tax and leaving a legacy. She gives families choices and freedom to improve their lives and the lives of those they love.
Life is about understanding the alternatives. She is a Certified Financial Planner - CFP®, College Financial Planning expert, Infinite Banking - IBC Practitioner, Author and Cash Flow Specialist.
Monica graduated from Arizona State University in 1992 with a Bachelor in Science in Biology. In 1997, she received a Master of Business Administration from Pepperdine University and in 2012, received her Certified Financial Planning designation.