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Home Made Money: A Practical Guide to Successfully Managing Home Equity
   With Speaker Philip W. Bodine

If you are concerned about your financial planning strategy or are just simply trying to better understand how money really works, this seminar was created with you in mind. You will learn financial concepts and gain insight into planning opportunities that you probably didn't even know existed. One thing is certain, you will never view your house, mortgage, retirement plans, investments and insurance the same way again. Seminar topics will include

  • Determining if participation in a Roth IRA or traditional IRA, 401k or any other type of "Qualified Plan" is wise in your circumstances
  • Utilizing an equity retirement plan that may provide tax advantages during the contribution and accumulation years, and enjoy tax-free income during the retirement years
  • Paying off your 30-year mortgage in half the time without any additional payments
  • Possibly increasing your net spendable retirement income by as much as 50%
  • Evaluating the information that financial institutions and the government are giving us with which we make our financial decisions
  • Understanding Average Rates of Return: Why what you are shown is typically not what you get!


    Learn how to gain maximum efficiency on every dollar you have! The goal of this seminar is to help you realize better monthly cash flow, gain an increase in tax benefits, preserve the liquidity on your money and show you a way to enhance your wealth over the years.

    Real Estate Broker, CA Department of Real Estate License # 01857487