Institute for Financial Independence
To get started, The Institute for Financial Independence, the learning center at CAPITAL Asset Management Group, invites you to attend our Orientation Seminar. It's an in-depth introduction to our innovative educational programs. Whether you are a wealthy individual who wants to protect assets from taxes or a young investor trying to make sense of too many financial options, IFI's Orientation Seminar is a guided tour of the financial landscape.
Our seminar is conducted in a casual setting at one of our coaching centers. You'll join a small group (with attendance limited to 12 people) for an intimate and insightful session led by one of our senior advisors. During the seminar, you will:
- Learn how to sift through the vast array of financial products to discover opportunities to create wealth
- Take part in our unique Goals Driver exercise to define what objectives your financial strategies should achieve
- Determine if an IFI educational program is right for you, right now.
We host several Orientation Seminars each month, so finding one that fits your busy schedule should be easy.
...people tend to adapt their lifestyles to their income rather than make their income serve their lifestyle.
