WealthAbility™ University
Strategy Services – Educational Resources
Welcome to your resources page [i4w_user_first_name]!
Welcome to WealthAbility™
Hundreds of thousands of entrepreneurs and investors have achieved their financial dream following Tom Wheelwright’s tax-free wealth principles and we are excited to be part of your team!
You will meet one-on-one with a tax advisor of [i4w_db__CPAfirm], a Tax-Free Wealth Network™ member firm. Together you will identify the components that will ultimately create your strategy. The details of how you will work with your tax advisor are outlined in the engagement letter you received from [i4w_db__CPAfirm].
The better prepared you are for your meetings, the more effective those meetings will be. We have developed educational resources specifically to cater to entrepreneurs and investors just like you. Our education is designed for all styles of learning, from auditory to visual and kinesthetic.
Use the resources below to prepare for your meetings.
You can complete some or all of the educational materials in any order you want – whatever works best for you and your learning style.
🌟Resources with this icon are recommended to be completed before your first meeting.
Educational Resources
🌟 KOLBE
Complete the Kolbe A™ Index and Review Your Results
DO THIS ONE FIRST!!! We know we said you could do them in any order – this one is just the most fun and interesting of the bunch and totally useful in your everyday life.
Estimated time to complete: 20 minutes
Estimated time to review results: 20 minutes
Your Kolbe A™ Index results are used as a tool throughout your strategy services and something you can literally use every day of your life.
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Two Kolbe credits are provided below for you and your spouse, business partner or a person of your choosing. To complete the Kolbe A™ Index, use the information and instructions provided below.
Click Here to Learn More About the Kolbe A™ Index
About the Kolbe A™ Index
The Kolbe A™ Index is a method of measuring instinct-based actions. There are no right or wrong answers or good or bad results. The index has no biases by gender, age or race. It measures the one thing about a person’s mind that does not change time – your instincts. All you do is answer the questions according to how you would naturally act. Make sure you have time to complete the index which typically takes about 20 minutes. Kolbe, Kolbe A™ Index, and certain terminology related to the Kolbe Concept™ are owned by Kolbe Corporation. For more information, go to www.Kolbe.com
You have used both of the Kolbe credits assigned to you.
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You have 2 Kolbe credits available.
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You have used 1 of your Kolbe credits and have 1 Kolbe credit remaining.
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Your Kolbe Credit Information:
Temporary Code: 702531showre
Kolbe Credit Number: 702531[i4w_db__Kolbecode3digits]
The above information will update within 2 business days after using a Kolbe credit.
Please Note: Your unused Kolbe credits will expire 45 days after they are assigned. (They are assigned when you signed up for strategy services).
Click Here for Step-by-Step Instructions to Take the Kolbe A Index
Step-by-Step Instructions to Take the Kolbe A™ Index
Step 1 Go to www.warewithal.com/KolbeIndexes and complete the fields shown as follows:
- Select ‘Kolbe A’ in the Kolbe Index Type field
- Enter your Temporary Code (shown above)
- Enter your Kolbe Credit Number(shown above)
- Click ‘Submit’ to continue
Step 2 Complete the required fields denoted with an asterisk as follows:
- Your information (name and email)
- Demographic information (required by all users for research purposes)
- Select ‘Other’ for any of the following fields that appear: Division, Department, Job Title
- Click the ‘Create Profile’ button to continue
Step 3 You should now be on the page that is the start of the Kolbe A™ Index. Below are a few tips:
- Don’t over analyze the questions. There are no right or wrong answers.
- Don’t let anyone else influence your answers or interpret the questions for you.
- Select ONE most and ONE least likely option for every item.
- Once you begin: Never click the ‘back’ button. Never click the ‘refresh’ button. Never ‘resubmit’ any pages. Never click on any ‘links’ to another web page.
Step 4 After the last question, select the ‘Submit Index’ button.
On the next page, you can choose one or both of the following options:
- Display Full Results Select this option to review your results. It is strongly recommended to thoroughly review your results before your first meeting.From this page, you can print or email your results. It is recommended that you print a copy for your files. A copy will automatically be retrieved and shared with your tax advisor within 3 business days (so if you have a meeting with your tax advisor in the next week, please share your results using the option below).
- Share Results Select this option if you want to email your results to yourself or another person.We will automatically retrieve and share your results with your tax advisor within 2 business days.
🌟 APPLICATION
Complete the Application
Estimated time to complete: 1 hour
Please contact us to request the application.
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🌟 TAX RETURNS
Send Copies of Your Tax Returns
Estimated time to complete: 15 minutes
Your tax returns give us insight into your personal and financial situation in addition to the obvious help for us when we do your tax planning.
Send copies of your most recently filed U.S. income tax returns to:
Email: team@wealthability.com
Fax: 480.900.2069
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💬 WEALTHABILITY® LIVE
Mark your calendar for the next live session of WealthAbility® Live.
Estimated time to complete: 5 minutes
WealthAbility® Live is your chance to interact directly with one of WealthAbility®’s top experts. the host will answer your wealth questions live, and you can also benefit from listening to questions from other participants.
Courses
Estimated time to complete: 2 – 6 hours each
The courses are packed with content and materials to prepare you for your meetings. Click here to learn more about what is included in each course. At a minimum it is recommended to watch the videos (or listen to the audio) and review the Action Steps.
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The following courses focus on creating your wealth strategy. They are listed in the recommended order.
Your Wealth Dream 🌟
Work-Free Wealth
3 Minute Investment Decisions
Recruiting Your Wealth Dream Team
The following courses focus on creating your tax strategy. They are listed in the recommended order.
The Entity Decision
Deduct It All
Conversion Secrets
Slash Your Tax Bracket
Free Money
Delay Pay, Deduct Today
The following courses focus on specific areas of your wealth strategy.
Know Your Numbers
Lawsuit-Free Wealth
Preparing for the Inevitable
The following courses focus on specific areas of your tax strategy.
Recruiting Your Dream Team
High Performance Tax Habits
Audit Proof Reporting
Walking the Walk
S Corporations
C Corporations
The (Surprising) Exciting World of Cost Segregation
Deduct Your Home Office
The Power of Real Estate
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The following courses focus on creating your tax strategy. They are listed in the recommended order.
The Entity Decision 🌟
Deduct It All
Conversion Secrets
Slash Your Tax Bracket
Free Money
Delay Pay, Deduct Today
The following courses focus on specific areas of your tax strategy.
Recruiting Your Dream Team
High Performance Tax Habits
Audit Proof Reporting
Walking the Walk
S Corporations
C Corporations
The (Surprising) Exciting World of Cost Segregation
Deduct Your Home Office
The Power of Real Estate
The following courses focus on creating your wealth strategy. They are listed in the recommended order.
Your Wealth Dream
Work-Free Wealth
3 Minute Investment Decisions
Recruiting Your Wealth Dream Team
The following courses focus on specific areas of your wealth strategy.
Know Your Numbers
Lawsuit-Free Wealth
Preparing for the Inevitable
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The following courses focus on creating your wealth strategy. They are listed in the recommended order.
Your Wealth Dream 🌟
Work-Free Wealth
3 Minute Investment Decisions
Recruiting Your Wealth Dream Team
The following courses focus on specific areas of your wealth strategy.
Know Your Numbers
Lawsuit-Free Wealth
Preparing for the Inevitable
The following courses focus on creating your tax strategy. They are listed in the recommended order.
The Entity Decision
Deduct It All
Conversion Secrets
Slash Your Tax Bracket
Free Money
Delay Pay, Deduct Today
The following courses focus on specific areas of your tax strategy.
Recruiting Your Dream Team
High Performance Tax Habits
Audit Proof Reporting
Walking the Walk
S Corporations
C Corporations
The (Surprising) Exciting World of Cost Segregation
Deduct Your Home Office
The Power of Real Estate
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Exclusive Access Courses: Some of the above courses are available to you as part of your subscription to WealthAbility® Live. While you are subscribed to WealthAbility® Live, you’ll enjoy full access to these exclusive access courses. If you no longer subscribe to WealthAbility® Live, your exclusive access to these courses will be removed. For a list of courses you have access to at any time, even if not subscribed to WealthAbility® Live, view your subscription details.