Bookkeeping Workshop

Gary FalesWorkshops

Four times per year I teach the Bookkeeping Workshop to my clients.  I think of this as part two of my public workshop on asset protection or living trusts.

I use the word “Bookkeeping” in the title of the workshop but the reality there is very little bookkeeping required with trusts.  But there is paperwork when funding trusts or transferring your assets to the trust.  In this workshop, offered to Maintenance Plan clients only, I use specific examples of how to fund the trust and how to protect the assets once they are properly funded.

Just another way to show our clients we care…