Dave Loeper, CEO of Wealthcare Capital Management®, conducted a live webcast to discuss his thought-provoking formula for utilizing the necessity of succession
planning as a means of maximizing the value of your practice.
A recorded version of the webcast is available here.
Please click here to request the password.
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New Whitepapers! |
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Gold's Twelve Month March to $3,800 an Ounce
In this paper, David Loeper examines historical data to question the deployment of various investment types to address the prospect of rising inflation.
Succession Planning – Maximizing the Value of Your Practice – Building a Billion Dollar Practice
This paper written by David Loeper attempts to identify the root causes and cures for an industry wide problem in creating enough value at succession to fairly compensate retiring advisors.
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Recent Press Coverage |
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Pump Up a 401(k) by Lowering the Fees
Know what Fees You're Paying on Your 401(k) Savings Account
Top fee-only emerging firms ranked by growth in discretionary AUM
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Free four part Webinar series with CE Credit |
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"The Wealthcare Way™ vs. the Wall Street Way"
Please e-mail us here for access.
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Books Available Now! |
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Stop the Retirement Rip-off
Stop the Investing Rip-Off
The Four Pillars of
Retirement Plans
Read about how our advisory board members are changing financial services to make the most of their clients' lives, and their own.
The $2 Million Charity Challenge to Active Investors
by David Loeper
Alpha or Wealth?
by Sam Bass
A Tale of Two Investors
by Brian Murphy
To Roth or Not to Roth, That is the Question
by David Loeper
Building a Practice in America's Fastest Dying City
Mowry Young - by Robert Huebscher
The Compound Shell Game
by David Loeper
The Levers to Financial Freedom
by Russ Thornton
We've updated the look and feel of our popular Wealthcare value proposition presentation for clients; click here to open.
Plan Sponsors:
Check out our new FREE
"Fee Compliance Kit" for plan sponsors at www.401kripoff.com.
Enter a fund ticker below and click "Go" to view a free fund report card.
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