America’s Premier Workshop on Asset Protection and Tax Reduction-Chicago agenda

1. 3-Day asset ProtectionanD tax Planning summit Chicago, IL - June 8-10, 2015 DAY 1 INTRODUCTION TO THE SUMMIT – Don Pendleton, Host & Emcee(8:00am – 8:40am) A. Outline of the Summit B. Introduction of Presenters C. Preparing for Your Personal Attorney Consultation INTRODUCTION TO ASSET PROTECTION – G. Kent Mangleson, CFP (8:40am – 9:10am) A. Why You Are Here? The Reasons for Doing Asset Protection B. The Basics of Asset Protection 1. Definition of a Legal Entity 2. Ownership vs. Control INTRODUCTION TO ASSET PROTECTION CONCEPTS – Clint Coons, JD (9:10am – 12:15pm) A. Understanding Asset Protection 1. Structuring for different asset classes 2. Recognizing activities that create liability 3. Insurance protection myth 4. Various legal threats faced by everyone B. Asset Protection Solutions 1. Keeping real estate ownership private 2. How to transfer real estate without creating a paper trail 3. Structuring solutions that give complete control and privacy 4. Various strategies for different investments LUNCH BREAK (12:15pm – 1:30pm) ESTATE PLANNING – BEGIN WITH THE END IN MIND – GK Mangleson, CFP (1:30pm – 4pm) A. Probate Defined and Best Ways to Avoid it B. The Living Trust Solution 1. A Brief History of Trusts 2. Parties to All Trusts 3. Major Types of Trusts (Irrevocable, Revocable, Living, & Testamentary) 4. Funding a Trust C. Crucial Ancillary Documents to the Trust D. Customizing Your Trust – When You Don’t Want to be Your Own Attorney SELF-DIRECTED INVESTING – Jill Banner, CEO iPlan Group (4:15pm – 4:30pm) A. The “Right” Self-Director Administrator Makes All the Difference B. Flexible Investing in Self-Directed Accounts 1. Traditional & Roth IRAs 2. Individual 401(k)s, SIMPLEs, & SEPs LEARNING MONTHLY CASH STRATEGIES – Joey Miller(4:30pm – 6:00pm) A. What Type of Market are we in and What is Driving This Economy? B. Where is Smart Money Moving? C. What Affect do Rising Interest Rates have on the Market? DINNER BREAK (6:00pm – 7:30pm) HIGH PROBABILITY STOCK MARKET TRADING – Rob Roy & Joey Miller (7:30pm – 9:00pm) A. Learn How to Profit in Any Market B. Understanding Value and Where to Look for it C. Are options right for you? C. Life’s Three Devastating Financial Tornadoes 1. Our Current Lawsuit Epidemic & Using Well-drafted LLCs 2. Income Tax Reduction and Well-drafted Corporations 3. Probate Avoidance and Customized Revocable Living Trusts C. Latest Trends in Threats Facing Investors 1. Recent IRS probes and targets 2. How to minimize the target on your back D. Putting it all Together Overview E. Federal Estate Taxes 1. Estate Taxes Defined 2. Tools Commonly Used to Reduce the Size of an Estate a. Proper Gifting b. Estate Discounts from LLCs and FLPs c. Irrevocable Life Insurance Trusts (ILIT) d. Charitable Remainder Trusts (CRT) e. Family Foundations F. State Mandated Estate or Inheritance (Death) Taxes G. Case Studies with the Marital Trust 3. Coverdell Educational Savings Accounts 4. Health Savings Accounts (HSA) D. How Can You Protect Your Retirement? E. Put your Financial Advisor to the Test F. Learn a Strategy that Outperforms 90% of Mutual Funds G. Trading in 20 Minutes a Year! D. How Warren Buffet Really Accumulated Wealth? E. Can You Really Eliminate Risk in the Market? F. Trading With a Hedge Fund Manager

2. DAY 2 CORPORATIONS – THE KEY TO INCOME TAX REDUCTION – GK Mangleson, CFP(8am – 9am) A. General Purpose of a Corporation B. Corporate Basics 1. Shareholders, directors, and officers – who does what? 2. “C” & “S” corporation tax status benefits and disadvantages C. Steps for Setting up a Corporation 1. Article of Incorporation 2. By Laws & Initial Meetings 3. Tax ID Number and Tax Elections 4. Other required formalities CORPORATIONS – PROPER MAINTENANCE – Michael Bowman, JD(9:00am – 10:00am) A. Legal and Tax Considerations When Incorporating 1. Choosing the Proper Jurisdiction to Incorporate 2. State taxation & Nature of Business Concerns 3. Why so many people chose Nevada and when it should be avoided? 4. How to Build a Privacy Veil Around Your Business? TAX DEFERRED & TAX FREE INVESTMENT ACCOUNTS – Clint Coons, JD (10:15am – 10:45am) A. Self Directed IRA Planning Basics 1. Self directed structuring opportunities 2. Asset protection for IRA investing 3. IRS targets in IRA investing THE ULTIMATE ASSET PROTECTION TOOL – Nick Paleveda, MBA, JD, LLC (10:45am – 12:15pm) A. The “Ultimate” Asset Protection Tool 1. What is it? 2. How long has this tool been around? 3. Why have I not heard of it? B. Tax Benefits – Use this tool to: 1. Reduce income taxes-and eliminate social security taxes! 2. Sell your business – with little or no tax! 3. Why creditors cannot reach the assets, but you still can! LUNCH BREAK (12:15pm – 1:30pm) LAWSUIT PROTECTION – PREPARING FOR THE WORST– GK Mangelson, CFP (1:30pm-4:15pm) A. Survivingamerica’s Lawsuit Epidemic B. Sources of Lawsuits – What are the Real Threats Today? C. Solution to Protect Assets – Limited Liability Instruments 1. History Limited Liability Companies (LLCs) & Limited Partnerships (LPs) 2. General Partnerships vs. LPs 3. Understanding Charging Order Protection 4. Inside vs. Outside Liability 5. LPs vs. LLCs 6. Manager-Managed vs. Member Managed LLCs A SIMPLE, SINGLE, AFFORDABLE PROTECTION SOLUTION – Bryan Daly(4:30pm – 6:00pm) A. A flexible, universal tool that delivers up to 500% more spendable income than a 401k B. Why tax deferred IRAs, 401(k)s are now among the worst ways to save for retirement C. Remove restrictive qualified tax rules withdraw funds at any time without taxes or penalty D. Learn to profit every year on the Stock and Real Estate Markets, even in DOWN YEARS E. Learn to “lock in” all of your gains and never go backwards F. Learn how others have safely tripled their money during the last decade, totally TAX-FREE? G. How to add an additional layer of protection from: judgments, creditors and lawsuits H. How to receive a substantial TAX FREE lump sum if one of Life’s torpedoes comes your way I. Learn what Wall Street hopes you never find out J. Learn the right financial instruments for maximum liquidity, safety, rate of return, and protection DINNER BREAK (6:00pm – 7:30pm) PRESERVING AMERICA’S GREATEST ASSET – G. Kent Mangelson, CFP (7:30pm – 9:00pm) A. The US Constitution – The Foundation of all Asset Protection Tools B. Inspiring Forgotten Stories that have been removed from our School’s Textbooks C. The 4 Steps to Save America B. Proper Maintenance of a Corporation B. Supercharged Defined Contribution Plans (the IRA Alternative) 1. Contributions, rollovers, and account pooling 2. Expanded investment opportunities in real estate C. Case studies 1. How Business owners can reduce federal, state, social security, Medicare and ObamaCare taxes! 2. How Professionals keep creditors away from assets! 3. Use tax credits to pay for administration! C. 7. Single-Member (SMLLC) vs. Multi-Member LLCs (MMLLC) 8. Tax Election Possibilities for Your LLC 9. How Many LLCs Do You Need? 10. Tax Advantages of Nesting SMLLCs Inside MMLLCs D. Which States Offer the Best Protection? 1. State Comparison of Charging Order Statutes 2. 48 States That Don’t Offer Charging Order Protection for SMLLCs 3. When to Use Out-of-State Entities

3. Day 3 PROTECTING YOUR PERSONAL RESIDENCE – Clint Coons, JD (8:00am – 8:30am) A. Homestead Protection B. Friendly Liens & Home Equity Lines of Credit LAND TRUSTS – A REAL ESTATE INVESTOR’S BEST FRIEND – Clint Coons, JD (8:30am– 9:00am) A. History of Land Trusts and Their Uses 1. Parties to a trust 2. Basic setup B. Benefits of Using a Land Trust For Investments 1. How to title property and assign interests without violating state law or HUD 2. Due on sale clause protection 3. Anonymity planning and what to look out for C. What not to do With Land Trusts MINIMIZING TAXES & MAXIMIZING DEDUCTIONS – Scott M. Estill, JD (9:15am – 10:30am) A. 2015 Tax Facts & Statistics 1. Tax Freedom Day 2. IRS Aggressiveness/Enforcement Actions 3. 2015 Tax Planning and Changes 4. Current IRS Audit Figures & “Hit List” B. Tax Avoidance Strategies 1. 1031 Exchanges 2. Retirement Plans 3. Business Tax Planning Issues 4. Tax-Friendly Investments C. Business Entities D. Revocable Living Trusts C. Automobile, Meals, & Other Travel Expenses 1. Basic Rules for Automobile Deductions 2. Basic Rules for Travel Deductions 3. Basic Rules for Meals & Entertainment Deductions 4. Record Keeping Requirements and Traps D. Tax Strategies for the Real Estate Investor 1. Capital Gains Taxes 2. Tax-Free Sales of Primary Residence 3. Avoiding “Dealer Status” 4. Real Estate Professional Status INCOME TAX REDUCTION STRATEGIES – Patrick James (10:30am – 12:15pm) A. Become 100% AUDIT Proof - Never fear the IRS again B. 99 Ways to beat the IRS with a 3-Year Review C. Receive 1,000s of DOLLARS back from the IRS that you donated over the past 3 years D. How to Track Your Expenses & Stay Organized E. Your Tax Preparer is only as good as the information you give them. F. Learn how to Categorize your expenses the RIGHT way! - Save 50% (or more) on your taxes G. It’s your money, not theirs. Only pay what you legally owe and not one penny more LUNCH BREAK (12:15pm – 1:30pm) CRITICAL RELATIONSHIPS BETWEEN ENTITIES – GK Mangelson, CFP(1:30pm – 2:30pm) A. The Basic Structure of Asset Protection 1. How the Family Trust, the Corporation, and the Limited Liability Entities Tie Together 2. Who Owns, Who Controls, and Who Gets Taxed? 3. Properly Conveying Assets to a Legal Entity B. Importance of Relationship Documents 1. Equipment & Real Estate Leases 2. Management Agreements 3. Promissory Notes 4. Funding the Trust with All Your Rights & Interests in Business Entities C. Tax Consequences of Moving Money in and out of Limited Liability Entities D. Overview for Stock and Real Estate Investors CASE STUDIES & ANALYSIS – TYING IT ALL TOGETHER – GK Mangelson, CFP(2:30pm – 5pm) A. Case Study #1 – Married Couple, Small Estate, Low Risk B. Case Study #2 – Married Couple, Small Estate, Medium Risk C. Case Study #3 – Single Person, Medium Estate, Low Risk D. Case Study #4 – Single Person, Real Estate Investor, High Risk E. Case Study #5 – Married Couple, Small Estate, High Risk F. Case Study #6 – Married Couple, Medium Estate, High Risk G. Case Study #7 – Married Couple, Medium Estate, High Risk H. Case Study #8 – Married Couple, Large Estate, High Risk I. Closing Comments & Analysis