Douglas R. Andrew

Doug@missedfortune.com   |   888.987.5665  |  6340 S 3000 E, Ste.280 SLC, UT 84121

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Thursday Missed Fortune “True Wealth” Optimization Clarity Experience

Mountain Daylight Time

  8:00 AM --     8:30  AMRegistration and check-in (Continental Breakfast)

  8:30 AM – 9:50  AM The Missed Fortune Total Wealth Transformation Unique Process

Empowered Wealth and Quadrant Living

10:00 AM – 11:20 PMQuadrant Living Clarity Experience and Your Quadrant Living Scorecard

11:30 AM --    12:30 PMLUNCH & LEARN: Formulating your True Wealth Philosophy

Establishing your own Family Empowered Bank with Rules of Governance

  Planning Family Retreats with a Purpose; Absolutely Unacceptable Regrets;

Communication Builder; What Matters Most; Negative Experience Transformer; Capturing Someone’s Life History Using Memory Joggers; “I Remember Whens”

Friday Missed Fortune Financial Wealth Asset Optimization Strategies

Mountain Daylight Time(Continental Breakfast starts at 8:00 AM and commentary by Doug Andrew at 8:15)

8:30 AM – 9:50 AMThe 31 FLAVORS of Missed Fortune; The Missing Structure; “Striver to

Thriver”; Create Your Economic Stimulus Plan; Make Yourself Immune from Economic Downturns, Inflation and Higher Taxes—Strategies and Solutions that Work: Plan Your Retirement—Not Uncle Sam’s; Solve Your IRA/401(k) Dilemma

10:00 AM –11:20 PMThe key elements of a prudent investment: Liquidity, Safety, and Rate of Return

Learn to Manage Home Equity Successfully and Become Your Own Banker

11:30  AM --   12:30 PMLUNCH & LEARN: How You Can Substantially Reduce or Totally Eliminate Unnecessary Tax on Your Qualified Plan—IRA/401(k)—Distributions Before or After age 59½

Saturday Missed Fortune Financial Wealth Asset Optimization Strategies

(At Doug Andrew’s Missed Fortune University Training Facility)

Mountain Daylight Time(Continental Breakfast starts at 8:00 AM and commentary by Doug Andrew at 8:15)

  8:30 AM –   9:50 AMChoosing the Right Investments; Understanding Annuities and Insurance Contracts

The History and Development of Maximum-Funded, Tax-Advantaged Insurance;

10:00 AM –11:20 AMStructure Your Life Insurance to Perform as a Superior Capital Accumulation Tool

How Sections 72, 7702, 101 of the Internal Revenue Code allow money inside life

Insurance contracts to: 1) accumulate tax-free, 2) be accessed (including the gain)

for retirement income tax-free, and 3) be transferred income tax-free at death, when

properly structured under tax citations TEFRA/DEFRA and TAMRA

11:30 PM –     12:30 PMLUNCH & LEARN: Safe Indexing for Tremendous Growth Potential without  Risking Principal: 1) how to participate indirectly in the upside potential of the

market without risk, 2) lock-in and re-set strategies, 3) why indexing works in

volatile markets, and 4) why indexing can provide the best of both worlds: safety

and a great rate of return; 5) indexing options and linking methods; 6) how to

select the right product and company for you to successfully meet your objectives

  12:30 PM -- 1:00 PM(Optional) Q & A with Doug Andrew

The Total Wealth Transformation Clarity Retreat

“Truly Life Changing”

The ultimate weekend getaway and perfect educational and planning experience.

Two incredible days—specially designed to provide clarity, balance, focus and confidence—that will prepare you for your Total Wealth Transformation

Upcoming Dates and Locations: July 28th, 29th, 30th in Mission Viejo CA  July 28th, 29th, 30th Salt Lake City, UT