Description
The Legacy Membership (ideal for those near-sale, post-sale, or recently retired) includes:
- (1) Two-Hour Onboarding Call
- (1) Annual Leadership or Biz Dev Day with Frank Curtain of High Speed Consulting
- (2) Live Luxury Meetings Structured as Small-Group Intensives
- (12) One-Hour Group Freedom & Legacy Planning Calls
- (12) One-Hour Monthly Planning Calls
- 24/7 Support From The Entire HSA Team
- Tax Advantaged Approach to Asset Allocation
- Access to all live and virtual HSA events
- eMoney Advisor Wealth Management Dashboard
- Risk Tolerance Planning
- Access to Exclusive, Vetted Deal Flow
- Access to Members Only Portal of Extensive Educational Content
The membership level is designated for Accredited Investors. Click Here for Accredited Investor information.