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Edward Collins

Your homework · 2:15

Four things before the Workshop

Edward Collins, JD, CFP®, AAMS, RFC

1

Put it on your calendar

The worst mistake is not showing up because you forgot.

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2

Tell me about your situation

Optional. I build the Workshop around who’s in the room. Check all that apply and skip anything you’d rather not answer.

Your entity and structure today

One or more LLCs

One or more corporations

One or more revocable living trusts

One or more irrevocable trusts

How you’re taxed

Disregarded entity (i.e., sole proprietorship / general partnership)

S-Corporation in the mix

C-Corporation in the mix

Your advisory bench

A CPA or tax preparer

A tax or estate attorney

A financial advisor

An insurance agent

… and nobody is coordinating them

An integrated Family Office

Your question for the private Pre-Event Q&A

Save My Answers

★

Your VIP extras

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3

Join from a laptop or desktop

There’s a lot on screen. A phone won’t do it justice.

4

Find the email I just sent you

Follow the instructions inside. Your invitation to The Uplevel Community arrives within one business day. Not there? Check spam and promotions, then write to support@uplevelbydesign.com.

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