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LETTERS TO CLIENTS
ROTH vs. Traditional IRA
Claim Advisor Fees on Taxes

ARTICLES
Women & Wealth
Retirement
Transferring Wealth


2006 Newsletters

February 2006

WEALTH COACH EXPERIENCE CURRICULUM


Investor Education Classes
(Understanding Modern Portfolio Theory)

Series I
  1. Separating Myths from Truths
  2. Choosing Your Investment Philosophy
  3. Examining Your Expectations
  4. Dimensions of Risk and Return
Series II
  1. The Investment Vortex: Getting Through the Black Hole of Investing
  2. Structuring Your Free Market Portfolio
  3. Costs: The Dark Side of Investing
  4. The Critical Mindset for Harnessing the Power of Free Markets

Series III
9. -12. Coming this fall

Life Coaching Classes
(Increasing Your Peace of Mind)

Series I

  1. Discovering Your True Purpose for Money/Life
  2. Defeating Your Money Demons
  3. Focusing on Your Future View
  4. Revealing Your Distinctive Genius
Series II
  1. Integrity Principle
  2. Reality Worksheet
  3. Creating Your Core Covenants
  4. Customizing Your Lifelong Gameplan

Whole Life Stewardship (Fulfilling the Great Commission)  
The Stewardship Solution
  1. Stewardship for the Yachtless
  2. Being a Holistic Steward