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Title:          Retiring Without Risk
Focus: Retirement
Series: CareerEncores
Presenter:
Roccy DeFrancesco, JD, CWPP™, CAPP™

Proper planning for retirement eliminates the risks that will add stress to your life!




 

Webinar Overview Retiring without Risk was created as the authoritative guide to help readers:
  •  Build wealth for retirement without the fear associated with investing in the stock market.
  •  Build a tax-free retirement nest egg in the most efficient, least painful and least risky manner possible. 
  • Determine if tax-deferred qualified retirement plans or IRAs are really taxed hostile or tax favorable. -Learn how to grow wealth with NO risk of loss due to market downturns.
  • Learn how to lock in stock market gains on an annual basis (which will never be lost once locked in). 
  • Learn how to earn a 7% guaranteed rate of return (accumulation value) with a guaranteed income for life you can never outlive.
Presenter: Roccy DeFrancesco, JD, CWPP™, CAPP™
Roccy is the creator of the Certified Wealth Preservation Planner (CWPP™) and Certified Asset Protection Planner (CAPP™) designations (www.thewpi.org).

He is on the editorial board for the CPA Wealth Provider.

He received his B.S. degree from Embry-Riddle Aeronautical University (where he also received his commercial pilot’s license), and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in both Indiana and Michigan and is “of counsel” for DeFrancesco Law Offices.

Roccy is the Author of The Doctor’s Wealth Preservation Guide© and the Editor of a book titled: Wealth Preservation Planning: A “Team” Approach©, by The National Society of Accountants.

He has also authored a number of advanced asset protection and wealth preservation articles that have been published in Orthopedics Today, The Rake Report by PriceWaterhouseCoopers, the CPA Journal, Strategic Orthopaedics, General Surgery News, Physician Money Digest, Physician Money Digest OB/GYN Edition, MD Life Magazine, Anesthesiology News, the Indiana Bar Journal, theOH CPA Newsletter, Financial Planning Magazine, Physician News Digest, American Urological Association News, Society of Financial Service Professionals, Today’s CPA, the New Hampshire Society of CPAs, Insurance Selling Magazine.

He has also lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, the Society of Financial Service Professionals, National Association of Accountants on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium to small business owner.

He is also on the Law Practice Management Committee for the Indiana Bar Association and is a contributor to the Financial Services Journal