Master Your Money & Build Wealth!
Do not miss this opportunity!
Join Wealth Legacy University
and build wealth for you family
for generations to come!!
JLimited Time Investment $150
($5000+ value)
LEARN WEALTH STRATEGIES OF THE TOP 1%
Own nothing...control EVERYTHING- John Rockefeller
KICK OFF IS MONDAY, January 18th 7pm
For the 1st quarter of the year, we will be showing you the strategies the wealthy have used for years. This is the perfect infusion of Rockefeller wealth strategies mixed with Jewish wealth and business principles infused with the technology, investment opportunities and wealth laws of today!
LEARN:
JANUARY: Get My Money Right Challenge
FEBRUARY: Wealth & Legacy Building Tools
MARCH: Wealth & Legacy Revenue Streams
READ BELOW FOR DETAILED INFORMATION FOR EACH MODULE!
I am looking forward to changing the wealth trajectory of our families together!
Wealth & Legacy University INCLUDES
- Modules of LIVE training to ensure you understand each component.
- Portal for you to access all of the recordings and downloads.
- The Wealth & Legacy University Workbook to ensure you are documenting while we are learning.
- Additional resources and templates
- Wealth Experts to give us in the moment strategy and feedback
ALL OF THIS FOR AN INVESTMENT OF $150.
I wanted to invite those who are serious about building wealth for their family and future generations. Now is the time!
The Wealth Legacy Formula
Family Charter
GROW & ALLOCATE
FORTIFY
DEPLOY
PRESERVE
Build Your Family Legacy.
Do not miss this opportunity!
January - Get My Money Right Challenge
MODULE 1
WEALTH LEGACY FOUNDATION
This module is focused on setting the foundation for your Wealth Legacy Plan – everything you do from this point forward will be based on the work we complete in this first module. The wealthy create a "family plan" that drives all decisions, investment moves, distribution, acceptable debt usage and management of all wealth components. You will learn every component (the strategies the masses are unaware of) and get your family on the road to wealth swiftly!
Here are a few of the things you’ll discover:
- How Rockefeller’s most famous statement “Own Nothing.. Control everything, truly works as a wealth-building and wealthy lifestyle process.
- Make decisions and maneuver as the Jewish culture by learning their exact wealth and legacy PRECEPTS they have used for centuries.
- The one document that drives all of your wealth-building decisions AND protects your wealth from future generation’s waste and bad decisions. NO this is not a Trust.
- Three things the wealthy do differently with their children that position them to manage wealth and play an active role in the growth of family wealth.
- 10 Things The Middle-Class Do That The Wealthy Would never AND what exactly the Wealthy do instead!
- Foundational tasks to ensure you are building wealth on a strong foundation.
- Overview of the next 90 days and how you can maximize your results.
By the end of this module, you’ll be equipped with strategies to take your wealth building and legacy planning to the next level IMMEDIATELY.
MODULE 2
DEBT FREE & BUDGETS = CURSE WORDS
Focusing solely on getting rid of debt or "debt-free" and staying within the restrictions of a budget will keep you BROKE and far from building wealth. This module is a mindset shift giving you the tools and strategies to transition to my Grow and Allocate pillars the wealthy use.
Here are a few of the things you’ll discover:
- The truth about debt and how the wealthy view and use it.
- A simple formula the wealthy use to pay down debt that gets better Wealth Building returns than the snowball strategy.
- The truth about budgeting and how it is stopping you from building wealth.
- Exact steps the wealthy use instead of budgeting that shifts your mind and results.
- 10 money management and savings apps and resources to assist in gaining control of your money, growing your revenue as well as using your money wisely.
By the end of this module, you will have the plan and strategy to master your money management, mitigate the risk of debt AND use debt appropriately.
MODULE 3
MORE MONEY OPTIONS
During this module, you will receive over 20+ options for additional revenue for you and your family. Increasing revenue and ultimately cash flow is our focus for you. The wealthy have over 7 revenue streams. Now you have options.
Here are a few of the things you’ll discover:
- Revenue stream options that are lucrative in the 2021 market.
- Additional revenue streams to compliment your current business if you already have a business.
- Businesses options for those who are looking to start a new business.
By the end of this module, you will have a strong list of additional revenue streams for you to implement OR share with your family members to start increasing cash flow to be used to build your family wealth.
February - Wealth & Legacy Building Tools
MODULE 4
THE TAX GAME
What better way to kick of this section of the program than to give you the behind the scenes of how the wealthy use The Tax Game is a foundational component to every facet of their Wealth & Legacy building. Knowing how to leverage tax codes as cash flow growth opportunities will be a catalyst to your family's wealth legacy.
Here are a few of the things you’ll discover:
- How those that make the most money pay the least in taxes.
- Tax write-offs you can use today that will benefit your long-term wealth goals and family.
- How to get the benefit of entertainment tax write-off even though entertainment expenses are no longer acceptable.
- 5 changes for this year you need to start today to benefit for next year’s taxes.
- Tax Credits – how they work and where to find them – 5 tax credits that can benefit your business that most do not use.
- AND MORE!
By the end of this module, you’ll have an understanding of how to play the tax game and win regardless of who is in office.
MODULE 5
LLCs & TRUSTS
Everyone seems to have an LLC today however 95% of them are set up to expose the owner to risk and loss. Not having the proper setup and or MANDATORY components built into your LLC will put your family, assets, wealth and legacy at risk; PIERCING THE CORPORATE VEIL. In addition to the risk from outside entities like lawsuits, you are also at risk of losing IRS audits for not having the proper setup and LLC components. Learn what is required and immediately put all the necessary components in place as part of this week's homework!
Here are a few of the things you’ll discover:
- The truth about LLCs and what you MUST have to prevent piercing the corporate veil and exposing your assets and family.
- How your current LLC can either protect you with the IRS or expose you tax liability.
- How to leverage LLCs for wealth growth and family income.
- LLC – S corp – C corp the what when and whys of each.
- The Profit Quandry and how to avoid it.
- What the wealthy use trusts and what needs to be considered.
By the end of this module, you’ll have an understanding of how the legal structure of your business entity will not only protect you and your family but how you can use it to strengthen your wealth-building progress.
MODULE 6
TRUSTS & WILLS
This is part II on Trusts to ensure you have exposure to all of the Trust options. Included in this module is the wealth-power tool called WIlls.
Here are a few of the things you’ll discover:
- A more in-depth look into Trusts as a tool for wealth building.
- Proper structure to ensure your family legacy and charter goals are met.
- Overview of each Trust option including the differences and the benefits.
By the end of this module, you’ll have a clearer understanding of how Trusts work and when to integrate them into your wealth legacy system.
MODULE 7
BUSINESS CREDIT
Business Credit recently became mainstream in the last 5-7 years. However, with all of the information and service providers helping set up the business credit, there are still business credit usage strategies of the wealthy that are NOT discussed openly. Leveraging business credit as a wealth-building weapon will catapult your family's wealth and legacy progress.
Here are a few of the things you’ll discover:
- Effective Business Credit set up strategies.
- Business Credit usage strategies of the wealthy.
- 5 Things on your business credit that may cause negative results.
By the end of this module, you will have an understanding of how Business Credit is a tool used by the wealthy.
March - Wealth & Legacy Building Tools
MODULE 8
FAMILY BANK
The Family Bank is THE DIFFERENCE between the wealthy and those trying to obtain wealth. This is not what you are thinking. This is a vehicle that guarantees 4-7% return on your allocated savings as well as provides access to capital to grow and increase your family wealth. There is nothing like it on the earth! If you can master the techniques give in this module you will begin to see your wealth go to another level!
Here are a few of the things you’ll discover:
- What a Family Bank is and how to structure for best results.
- How to increase your Family Bank wealth-building power.
- The wealth-building benefits of a Family Bank.
- How Family Banks push your wealth-building process to another level.
By the end of this module, you’ll have an understanding on the strategy of Family Banks, how to best use one for your wealth-building, and when to best integrate into your overall plan.
MODULE 9
INVESTING
Learn the top investment options for where you are and how to integrate them into your Family Wealth & Legacy plan. Gain insight on the investment progression of the wealthy so you can prepare for those next level moves now.
Here are a few of the things you’ll discover:
- How to quality investment options to fit your wealth plan.
- The wealth ladder approach to investing options and execution.
- How to get started in investing at any budget.
- Investing options for various risk levels.
- What happens after investments are profitable??? How to keep as much of your returns as possible.
MODULE 10
BUSINESS
Learn the proper way to set up and execute the day to day operations of your business to ensure it fits into the Wealth and Legacy plan for optimum results.
Here are a few of the things you’ll discover:
- How to run your business and make business decisions as part of your wealth-building strategy.
- Cash flow increase and management system.
- 10 Benefits of a business for wealth building.
- Now business AND non-profits play a role in how the wealthy build and preserve wealth.
By the end of this module, you’ll have insight in the hows and whys most wealthy families have some form of a business in their cash flow mix and how to use their strategies to grow your wealth.
MODULE 11
REAL ESTATE
Strategies to grow and protect your wealth and cash flow from Real Estate. Real Estate can be the most advantageous revenue stream yet potentially the most risk-averse. How do the wealthy grow real estate portfolios swiftly without piercing the corporate veil?? I thought you would never ask!
Here are a few of the things you’ll discover:
- How real estate is used to increase wealth.
- How to structure real estate deals to be tax advantages.
- Growing your real estate portfolio using 3 top strategies of the wealthy.
By the end of this module, you’ll have the wealthy approach to real estate investing from the beginner level to the owner of multiple properties.
AS PART OF THE CORE STEP-BY-STEP WEALTH & LEGACY UNIVERSITY YOU’LL GET:
WLU Wealth Checklist
The WLU Checklists and Templates help you to be an active participant allowing you to brainstorm, implement and execute as the class is happening. In addition, they will be tools for you in the future to use over and over.
WLU Digital Workbooks
The WLU workbook is provided at the end of the program compiling all of the templates, worksheets, checklists into one resource. We provide the workbook at the end so participants can stay focused on the current module and not move ahead in the program. This allows you to use the individual sheets you get each module to get your thoughts on paper and transfer your final vision to the workbook for safe keeping.
WHAT SETS WEALTH LEGACY UNIVERSITY APART FROM ANY OTHER PROGRAM?
ONE SOURCE FOR WEALTH STRATEGIES
Wealth Legacy University™ is the only proven training program that will take you from “your current money management or lack thereof” to the exact steps of the wealthy in a format that includes a community for support! We’ve taken the best insights from high net worth individuals and those that service them and complied a complete program to save you time money and headache. We take the mystery out of money and wealth and put the power back on your hands to create the life and legacy you want for you and your family!
A COMMUNITY OF SUPPORT
Our program has a community component built into it on purpose. Connect with others that have the same goals and are headed down the same path, which strengthens your opportunity for success. In addition, this is a great opportunity to develop wealth-building partnerships and relationships with those that have the same information and mindset about wealth that you do.
Packages designed for you!
WLU BASIC
Access to all module recordings
Worksheets and Checklists
Digital Workbook
Expert Wealth Professionals
Community of Support & Likeminded Individuals
URGENT: look for our welcome email from tamara@thewinfactory.io – move this email to your primary account and accept it so you do not miss any of our emails. On Sunday night you will receive your WLU email with info for the week as well as your first download.
WLU & WIN COMBO
EVERYTHING IN THE BASIC PLUS:
Immediate access to over 60 WIN classes taught by experts on business ~ real estate ~investing (SEE SCREENSHOT BELOW)
Private WIN Wealth League Workshops
WIN Wealth League Investment Club membership
WIN Wealth League Group Investment Opportunities
Private member area for Q&A, additional resources and community
Access to all of the WIN Wealth League Membership benefits
- URGENT: look for our welcome email from Tamara@thewinfactory.io – move this email to your primary account and accept it so you do not miss any of our emails. On Sunday night you will receive your Welcome email with info for the week as well as your first download.
- AND MORE!!!!
FAQs
HAVE ADDITIONAL QUESTIONS?
Do I have already be investing, have disposable income or at a certain level of wealth to participate?
The Virtual Summit Mastery Method works for just about any online based business if you want to grow your email list, influence and revenue FAST so that you can make a bigger impact in the world… and I assume you do since you’re on this page right now!?
WLU was designed for those who either are just starting in the wealth and/or legacy building journey or have started it and know they are missing key pieces and are ready to go to the next level.
The WLU experience is designed to help you have the knowledge to exponentially grow your cash flow, wealth and family stability.
What I can not make the meetings?
All of our classes, worksheets, resources and more will be store in your member portal for access on your time. We understand everyone has demanding schedules and made this program to be an asset and not a strain on your everyday life. HOWEVER, we do suggest you attend modules that are important to you live as you can get your questions answered.
How does the 2nd package work?
Once you make your payment for the Combo Package, you will have immediate access to the WIN Factory Membership Portal. In the portal, you will have access to over 65 classes from both WIN Factory Wealth League Masterminds and Trainings AND The Camp Corona collection.
What to expect after I sign-up?
Once you register for WLU you will receive a welcome email with your login to the WLU Portal. In the portal you will find a welcome video. Once we start te program on Monday, January 11, 2021 content for each module will be uploaded the Tuesday following.
Tamara Varella - Business Strategist
HI! My name is Tamara Varella and I have the awesome 20-year experience of being a sought-after business strategy and growth consultant for businesses of all levels including those that are owned by wealthy high net worth individuals. As their go-to consultant, I have been blessed to develop relationships of trust and access which provided the valuable insight and experience I will be sharing with you. Over the years I have had the opportunity to learn advanced wealth strategies from my clients and their circles as well put in the position to oversee or implement these strategies for them as part of their business growth plan.
Now more than ever I feel the time has come to make this information available to the masses OR more importantly to you! This information can be found in bits and pieces on the internet, but not anywhere in one place, in digestible teachings, succinctly, that demystify and provide that wealth and legacy is obtainable for your family.
This class is not just my theory as I have a few business comrades that specialize in our module topics coming to teach you as well. So get ready to learn how to master your money, increase cash flow, build wealth for your family and leave a legacy for generations to come!