Saturday, September 12, 8:00 AM–12:00 PM
ONLINE
How to Die Right as a Real Estate Investor (And What to Do if You Don’t Die, But Can’t Run the Business)
With Robert Mohon
PHP Credits: 4 Hours Elective [What’s This?]
You’ve spent years building your portfolio.
Maybe decades.
You’ve acquired rentals. LLCs. Partnerships. Notes. Seller-financed deals. Options. Contracts. Relationships. Systems.
Now ask yourself a simple question:
If something happened to you tonight, who would know what to do with all of it tomorrow morning?
Most investors assume a will or trust solves the problem. It doesn’t. If you’re alive but unable to make decisions, who can collect rents? Pay bills? Handle lenders? Sign contracts? Manage rehabs? Deal with partners? Protect your income? And if you’re gone, will your family know what you own, where the documents are, what deadlines matter, who needs to be called, or what
should be kept versus sold? For many investors, the answer is a hard no. And that’s how wealth meant to be “generational”, and built over decades can be damaged, delayed, or lost in a matter of months.
In this practical workshop, Robert Mohon will help you build more than an estate plan. You’ll begin creating a real-world operating system for your financial life.
You’ll discover how to:
- Identify what happens to your assets if you die or become incapacitated
- Determine who has authority to act in each situation
- Inventory your real estate, entities, debts, contracts, and unusual asset
- Identify financial and contractual “time bombs” that require immediate attention
- Spot weaknesses in wills, trusts, powers of attorney, beneficiary designations, and entity documents
- Choose the right people to make legal, financial, and real-estate decisions
- Create an “If Something Happens to Me” operating file
Build a practical action plan to protect your family and your legacy
If your goal is true generational wealth, this workshop is essential. Because wealth isn’t just what you leave behind: it’s whether the people you leave it to can successfully manage it.
Your investment is only $47 by September 10th if you’re a member, $97 by September 10th if you’re not (but since it only costs $35 a month to join, it’s smarter to do that, and get access to our other monthly meeting, and save $50). After September 10, the investment is $67 for members and $127 for nonmembers.
Express Success Members are FREE (but you do have to register).
Yes, this workshop will be recorded and all registrants will receive the recording, so register even if you can’t attend live.
100% satisfaction guaranteed or your money back.
Get your Zoom seat (and/or your recording!) by registering below!
