There is NO Course fee for 2nd attendee from same Family or Company
Founder of Enhanced Solutions Advisors, LLC
Reneé is a trusted Advisor that provides consultative and advisory wealth planning to Cross-Border and US Entrepreneurs and Families. This includes coordinating the various specialty professionals needed for a tax, estate, or investment plan to ensure the best and most efficient structures and management are in place. She spearheads projects customized to help clients navigate the complex worlds of Income Taxation, Estate Taxation, Asset Protection, Succession Laws, and Family Dynamics. By making information more accessible, decision processes more transparent, and data more trackable she can help you Enhance your Alpha™.
She is a national speaker and educator on the topics of US and International Taxation, Asset Protection, Entrepreneurship, Estate Planning, Wealth Management, Considerations of Cross-Border Investing, and Business Topics like Mergers & Acquisitions, Strategic Management, and Due Diligence. Reneé is also co-founder of Virtus Technology Group, a cloud based decision support tool for Due Diligence in the Private Investment space.
Her international experience has taken her to multiple countries in Europe, Asia, and South America to work with clients on how to properly position themselves with their investments in the United States and throughout the world.
Reneé' is a member of the NY State Bar Association, American Bar Association, Family Office Institute, and supports Envision Broward of the United Way. She holds the NASD Series 7 - General Securities, Series 63 & 65 and Florida Life, Health, & Disability Licenses and is a NY Bar admitted attorney.
Our staff can assist you with all your travel arrangements.
Introduction to the Wealth Alpha™ Concept:
This workshop will take you through the steps necessary to achieve your own definition of success, to create your Wealth Alpha™. Those steps involve a dive into maximizing the value of your business via the Value Builder™ Freedom Workshop, defining what you want to achieve both personally and professionally: your goal setting. We then explore how the resources and assets you have at your disposal can most efficiently contribute to success.
Wealth Alpha™ is a combination of Business Strategy and Planning, Personal Holistic Financial Planning, and a dive into motivation and long term vision for the future.
You will leave with a workbook containing a personalized action plan for creating your own Wealth Alpha™ and fueling your dreams.
The Value Builder™ - Freedom Workshop
YOU STARTED YOUR BUSINESS FOR THE FREEDOM that comes with running your own company: the freedom to earn what you deserve, and to work for whoever you want, when you want, and from wherever you want. The challenge is that for many business owners the dream remains elusive. You'll learn:
TAKING ACTION: CREATING ALPHA AT THE INTERSECTION OF BUSINESS & LIFE ©
NEXT STEPS - YOUR ACTION PLAN FOR IMPLEMENTATION
|DATE||PORT OF CALL||ARRIVE||DEPART|
|Sat Jul 06||Cape Liberty (Bayonne), NJ
|Sun Jul 07||*At Sea - Cruising
|Mon Jul 08||Bar Harbor, Maine
||7:00 am||6:00 pm|
|Tue Jul 09||Saint John, New Brunswick
||7:00 am||3:00 pm|
|Tue Jul 09||Halifax, Nova Scotia
||9:00 am||6:00 pm|
|Wed Jul 10||*At Sea - Cruising
|Fri Jul 12||Cape Liberty (Bayonne), NJ
Cape Liberty (Bayonne), NJ - Cape Liberty Cruise Port is located on the New York Harbor in Bayonne, New Jersey, and is just seven miles from New York City and three miles from Newark Liberty International Airport. Its waterfront location and convenience to the Big Apple allows visitors easy access to everything New York City has to offer along with providing visitors access to the historic roots of Northern New Jersey. Convenient guest parking is located adjacent to the cruise terminal.
At Sea - Cruising - Cruising
Bar Harbor, Maine - Once the summer-society rival of Newport, today Bar Harbor is rich in the legacy of the 19th century millionaires, including Acadia National Park, most of which was donated by the Rockefeller family. Clip clop along tranquil trails in a horse-drawn carriage.
Saint John, New Brunswick - Founded by Loyalists escaping the Revolutionary War in 1785, Saint John has emerged as a thriving port city. Its restored historic waterfront and surrounding natural beauty have made Saint John a wonderful destination.
Our staff can assist you with all your travel arrangements.Questions? Call us at 800-422-0711.