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"While I learned a lot about HOW TO THINK about and use trading strategies, the concept that came up time after time was how to manage the trade to reduce risk and make a trade profitable. This concept alone will help me turn winning trades from $100 profit to $500+.”
- Don N. - Oak Park, IL

2-day Wealth Preservation Tax Planning Seminar

The Wealth Preservation Seminar offers you a rare and exciting opportunity to learn how to efficiently protect your money. This is a great and fast way to get all of the critical information you need to keep more of your money where it belongs – with YOU. The Wealth Preservation Seminar presents sound techniques that could mean the difference between protecting EVERYTHING you have worked so hard for and a financial disaster. This is information you can’t AFFORD to be without!

Maximize your wealth, minimize your taxes, and protect your future.

Not only will you discover highly effective ways to reduce your taxes at this seminar, but you’ll also learn how to recognize threats to your family future well-being and uncover strategies that enable you to preempt these risks before it’s too late! In the lawsuit-driven world we live in today, it is more important then ever to protect your investments and your future.

NOTE: Our seminars are led by experience attorneys and consultants from Anderson Business Advisors. The professionals at Anderson provide financial preservation strategies for traders and investors and understand that protecting assets is just as important as building them.


"Invaluable for the well-being of every Family."
-Samuel M., CA


"Well worth the cost"
-Robert A., WA


"Excellent seminar in bringing all corporate entity and trust issues together. Wow! Loved it!"
-Timothy M., FL

The broad range of topics at this incredible seminar means there’s something for everyone:

TAX REDUCTION: Taking advantage of tax deductions that could save you thousands!

  • Amplifying the pre-tax benefits of your trading income
  • Holding real estate to reduce taxes and receive tax deferred income
  • Learn the IRS rules classifying “Trader” vs. “Investor”
  • Effective tax planning for traders and investors

SMART ASSET PROTECTION: Protecting your family’s assets from lawsuits

  • Great ways to safeguard your brokerage account now
  • Sheltering your equity with lien techniques
  • Essential documents in an estate plan

BENEFITS TO CREATING LIMITED LIABILITY COMPANIES, PARTNERSHIPS & TRUSTS:

  • Conserve your wealth with limited liability companies, partnerships and trusts
  • Preserving your privacy – taking title to property & keeping your ownership off public records
  • Explore the benefits of creating a Limited Liability Company
  • A Living trust – Why you can’t live without one
  • Proper estate planning – eliminating the financial and emotional cost of probate

Plus you’ll get an extra special ingredient that is often missing from other courses, personalized one-one-one consultation with an Anderson Business Advisor.

Optionetics, Inc. and optionsXpress, Inc. are affiliated companies under common ownership of optionsXpress Holdings, Inc. Optionetics and its affiliates, officers, employees, independent contractors, and former owners may receive compensation in connection with marketing efforts, may not be registered as a Broker-Dealer, Investment Adviser, with any state, or otherwise, and their materials, products and services may not be reviewed and/or approved. Further information is available here (http://www.optionetics.com/about/legal.asp). Optionetics.com is an educational portal of optionsXpress Holdings, Inc., providing content for educational and informational purposes only. optionsXpress Holdings, Inc. is not a broker/dealer. Investors need a broker to trade options, and must meet certain requirements. All securities, futures, and investments are offered to self-directed investors by optionsXpress, Inc. Member FINRA, SIPC, CBOE, ISE, BOX, ArcaEx, PHLX and NFA. All prices in USD unless noted otherwise. Copyright © 2009 optionsXpress Holdings, Inc.