Roccy M. DeFrancesco, Jr., JD, CWPP™, CAPP™, CMP™
Roccy M. DeFrancesco, Jr., JD, CWPP™, CAPP™, CMP™
- Founder of The Wealth Preservation Institute
- Creator of the Certified Wealth Preservation Planner, CWPP™
- Creator of the Certified Asset Protection Planner, CAPP™
- Creator of the Certified Medicaid Planner, CMP™
- Co-Founder of the Asset Protection Society
- Creator of the Home Equity Acceleration Plan, H.E.A.P.™
Authorship on Asset Protection and Wealth Preservation
- The Doctor’s Wealth Preservation Guide© (the only Category 1 CME course approved for Asset Protection for Physicians)
- Bad Advisors: How to Identify Them; How to Avoid Them©, Professional Guidelines
- The Home Equity Acceleration Plan, H.E.A.P©, a Mortgage Acceleration Plan
- Editor, Wealth Preservation Planning: A “Team” Approach© by the National Association of Accountants
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EDUCATION PRODUCTS
Asset Protecion Products
If you are looking for the most important concepts in Asset Protection, this is where to start! If you need to talk intelligently about protecting your net worth or you are a professional this book is for you!
Asset Protecion Courses
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Asset Protection in a Nutshell
Clear, concise and straight forward, this e-Book will help you make sound decisions with your business and personal assets..
Protecting Assets - 10 Session Seminar
This downloadable e-seminar will give you straight forward asset protection advice you can implement now! One of the best seminar courses available!
Advanced Estate Planning
The key to a solid Asset Protection Plan is the Estate Plan. This downloadable e-module will help you sort through the many tax mitigation and estate planning strategies helping you make sure your wishes are carried out. Learn succession planning the right way and protect your wealth for generations to come!
