Month: September 2011

In addition to discussing the 7 benefits of estate planning, I also covered the 7 principles of wealth during my presentation at the American Embassy in Jamaica. The 7 principles of wealth are (1) enjoy what you do; (2) have a budget; (3) put your money to work for...

I covered 2 primary topics during my presentation at the American Embassy in Jamaica.  One was the 7 principles of wealth which I will post on tomorrow and the 7 benefits of estate planning. The 7 benefits of estate planning are (1) protect assets; (2) save money; (3)...

I share with you a link to one person's reflection on my visit. She served as the Public Affairs specialist for my trip. Her words help capture the wonderful experience I had sharing my estate planning expertise in Jamaica.  I spoke to the retired community, American...

The Founder and CEO of the Caribbean Community of Retired Persons ("CCRP") thanks me for my presentation to the CCRP during my visit to Jamaica.  Estate Planning: Preparing for a Prosperous Future was well received by those in attendance.  It was a rewarding...