The Financial Forum Institute is a non-profit educational institution dedicated to educating the general public in financial, business, investment and tax issues. Our goal is to educate our students to enable them to make informed and intelligent decisions.

Our motto is simply this:

If I knew that you knew what I knew, as your trusted advisor, what advice am I compelled to give you?

THE TRUTH.

The Institute has two primary market functions:

• Educating the general public in financial matters
• Offering courses to financial professionals for Continuing Education Credits

• Fundamentals of Financial Strategies
• Basics of Tax Management
• Real Estate investing
• Alternative investment vehicles
• Risk management
• Self Directed IRA’s (SIDRA’s)
• Mortgage and Equity Management opportunities
• Converting Personal expenses into business deductions
• Converting consumer debt into tax deductible expenses

Courses Offered to
Financial Professionals

Real Estate Industry

• Real Estate industry
• Self Directed IRA’s
• Tax Management principles for the real estate investor
• Using Trusts for real estate investments
• Using Trusts for alternative investments
• Alternative Depreciation designs, using Cost
  Segregation Method of Accounting for investment property

Mortgage Industry

• Equity Management and Tax Management
• Non-Recourse loans and the SDIRA business
• Equity Harvesting using tax conversion principles
• Tax leveraging and the principles of converting personal expenses into business deductions, then converting consumer expenses into tax deductible expenses.

Insurance Industry

• Risk Management and Tax Management
• Tax Management- steps in creating a advocate relationship with clients
• Using Self Directed IRA’s, solo 401-K’s in your clients portfolio