What if you could give your child $1M+ without going into debt or mastering the stock market?

Wealth Secrets to Secure Your Child’s Future:

How To Give Your Child a Financial Head Start, Even if you don’t have a lot of money and don’t know where to start

 

Imagine creating a solid financial foundation for your kids so they can skip the financial aid lines, graduate degreed and debt-free and have the option to truly select the career of their dreams.

Can you relate to any of these?

You want to provide for your child’s future, but 

  • You don’t know where to start, 
  • You don’t have time to master the stock market,
  • You don’t want to put your own retirement at risk. 

After clawing my way out of over $30k in student loans and credit card debt,  I turned my attention to helping others avoid the financial pitfalls and missteps I made in life.  I spent a lot of time reading, studying and observing wealthy families share their blueprint to building wealth while also leaving instructions for the next generation to follow. 

Growing up, many of the wealth-building tools used today were simply not accessible to my parents because they didn’t own stocks and securities, or they simply didn’t exist. 

Today, the opportunity and ability for parents to build wealth for the next generation is at our fingertips.

As a parent, it’s natural to want to do everything you can to ensure your child’s future is secure. Financial stability is a key part of that equation, but it can be difficult to know where to start when it comes to saving and investing. 

Whether you are a new parent or a seasoned mom of six, as your child grows you want to give and show your support as they reach life milestones.

You want to provide your child with a good education. 

But with the rising cost of education, you may be forced to choose between expensive private school tuition now or saving for a  better college/university down the line.

You want to help him/her buy a car,  purchase their first home or start their own business.

But with lower starting salaries and steep housing prices, will your child be able to sustain the assets you’ve helped them obtain?

You want to make a sizable contribution to help your child  pave their own path and pursue their dreams on their terms. 

But at what cost do you take on debt or encourage financial dependence in your child’s pursuit of happiness?

As parents navigate their choices with good intentions, we’ve seen parents make these mistakes:

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Take out Parent PLUS loans or private loans to cover educational expenses

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Pull equity from their mortgage, borrow from their 401k to shield their kids from the burdens of debt and financial obligation

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Give their kids a one-time lump sum of cash with no plan on how they can grow or double the money

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Financially support their adult children with no boundaries set to break their financial dependence

One of the ways I clawed my way out of $30,000 in debt was by not investing any funds in my retirement plan for over a year and hurling all my cash into my debt. I don’t recommend this approach!

I am not sure how much I lost from the choice I made to suspend my retirement savings, but I know I lost thousands of dollars in compound interest, and I don’t want you to make that mistake.

What if I told you there was a better solution?  

You don’t have to put your retirement at risk. 

What if I told you that for as little as the cost of a Chick-fil-A ® Sandwich Meal or 4 movie tickets, you can position your child to become a millionaire?

The good news is there are a variety of practical options that our parents never learned about or might not have had access to in the past, but today those limitations are no longer an issue. 

As parents, you now have better options.

You  have the ability to lay a solid financial foundation for your children and provide them with a playbook to follow so they’ll reach millionaire status sooner than they ever could have in the past.

Imagine someone handing you secrets to give your kids the financial head start they deserve, without it requiring large amounts of money.

That’s exactly what I’ll share in this parent training.

INTRODUCING…

Wealth Secrets to Secure Your Child’s Future

This class will introduce you to 529 Plans, the Custodial Roth IRA and UGMA / UTMA accounts used by high income families to lay a solid financial foundation for the next generation.  We will cover the pros and cons of each account, how they work, and whether they are a good fit for your family goals.

Skip the hours of research it will take to shuffle through outdated or inaccurate information and join our safe haven where you can get your specific questions answered.

This class will take the guesswork out of tools used by wealthy families, allow you to start investing in a way that gives you peace of mind, and provide tips on where to find the money in your budget so you can confidently build a legacy and give your child the financial head start they deserve!

Here’s what’s included:

A 75-minute training via Zoom (Value: $1,900)

I’ve done the research and secured the credentials, so you don’t have to.  Bring your pen and paper to this engaging and interactive training session and get inspired to take immediate action.  Join us and get your most pressing questions answered.

Our Success Kit of Worksheets, Checklists and Resources (Value: $75)

Because your time is limited, we’ve created printable worksheets so you can spend your time focused on which investment(s) may be best for your family. Our checklists and resource pages will keep you on track and moving forward.

Access to our Facebook Community (Value: Priceless)

Gain access to The Master Playbook FB Community so everyday you have a place to turn to get help from parents just like you. You won’t waste any time because you’re stuck on a question or because you’re having an off day. You’ll have a place to turn for answers, inspiration and feedback so you can keep moving forward. 

The Master Playbook Guarantee

This parent workshop comes with a 7-Day Money-Back Guarantee!

If you’re not completely satisfied with this class on where and how to invest for your child’s future, we’ll give you your money back. No questions asked. We want you to be happy with your purchase, and we’re confident that this educational workshop will help you make the best decisions for your family’s financial future.

Meet Holly

I’m Holly Reid, a Certified Public Accountant,  finance professional with over 15 years of experience, and founder of The Master Playbook.

As a personal finance advocate, I’m  on a mission to empower families to break the cycle of paycheck to paycheck living and to create a legacy worth leaving. 

I believe everyone has the power to create a healthy financial future and I invite you and your family to join me on this journey to close the financial education and wealth gap and to level the playing field for our kids to experience financial equality.

More than 50% of parents go into unnecessary debt for their kids

[Source: CreditKarma August 2018]

FREQUENTLY ASKED QUESTIONS:

I am unable to attend the class on the date and time offered, will there be a replay?

Yes, this class will be recorded and made available to those who register for the next 3 months.  You can jump right in and watch the replay, join our FB Community and I’ll answer any questions that may come up for you during or after watching the replay.

My son is almost 18, is it too late to start investing for him ?

It’s never too late to start investing for your son’s future.  Depending on your investing goals, you can open an account and use it as a introduction to investing before you transfer ownership.  I encourage you to join us and discover what works best for you and your son.

I’m already investing in a brokerage account for my kids. Will I learn anything new?

Congratulations for opening and investing in a brokerage account for your kids!  While I’m not familiar with your specific situation, I believe we can all learn something new as I will be covering 529 Plans, Custodial Roth IRAs and UGMA/UTMA accounts. In addition, you can bring your questions about these accounts and I will answer them in our Q&A session.

Do you plan to cover the different types of life insurance in this class?

No. While life insurance is an important topic, this class will focus specifically on 529 Plans, Custodial Roth IRAs and UGMA/UTMA accounts.

I’m an expecting mom or dad, is it too early for me to start investing for my unborn child?

Thanks for asking!  It’s never too early to start laying a solid financial foundation for your child.  In this class, you will learn a wealth of information and determine where to start based on your goals.

“A good man leaveth an inheritance to his children’s children”

– Proverbs 13:22(a)

What Parents Are  Saying

“I didn’t learn about stocks until I was in graduate school. My hope is that my daughter will take investing seriously. I plan to open an account for her so she may practice, observe, and watch her money grow.”

– Shea Johnson, Dunwoody Atlanta Chapter – Jack and Jill of America, Inc.

“During her presentation I learned so many ways that I can make an immediate impact on my financial future and the financial legacy I intend to leave behind.”

– Michael Slade, IBM Sales Manager

If you were to leave your child $1 Million in assets, how would that shift the financial trajectory of your family?

What’s included:

  •  A 75-minute training via Zoom
  • Success Kit of Worksheets, Checklists and Resources 
  • Access to a Facebook Community