Explore Our Courses
The Ambassador Program
Join our exclusive network of Tax Code 664 specialists through our Ambassador Program. Become confident in your financial well-being. As an Ambassador you will share this resource and your knowledge to help others achieve financial growth. Ultimately, you will help build a better community for yourself, your family, and your friends and neighbors.
This course offers a unique opportunity to expand your expertise, connect with a diverse client base, and significantly impact financial planning and philanthropy.
Key Features
Our program offers expert-led training from seasoned professionals with deep financial planning and philanthropy expertise. Ambassador courses are available to unlock your financial growth through financial education. You will learn what is needed for fundamental planning as well as ways to reduce taxes and increase income using charity. You will do good for others by doing good for yourself. Ambassadors are just plain folks like you and me who want to be kind to others and help our communities. You will be able to share this resource, the Academy, and the financial, tax saving and income increasing knowledge with others.
The comprehensive curriculum covers everything from fundamental concepts to advanced strategies, preparing you to make well-informed financial decisions. As an Ambassador, you will gain access to the Academy’s member portal. For a monthly subscription of $49, you’ll receive all course material, in essential modules, you will also have access to scheduled mentoring time with Les Winston in 5 minute increments., weekly mentoring from Lesley Winston, and additional tax planning resources.
Endowment Engineer Certification
The Endowment Engineer Certification prepares you to utilize Social Secharity™ effectively. The courses are perfect for tackling complex tax issues, creating sustainable income streams, and enhancing charitable contributions. The courses are a professional resource to individuals and their advisors.
What You’ll Learn
In our Endowment Engineer Certification program, you’ll learn to create blueprints of tailored strategies for addressing clients’ tax issues and optimizing their financial benefits. You’ll gain a deep understanding of the Theory of Social Secharity™ and devices under Section 664, allowing you to apply various charitable tools to advance your individual endowment goals.
Also, you’ll acquire the skills to guide clients in creating, growing, protecting, receiving and distributing income through innovative endowment strategies.
Why Should You Look into Social Secharity and IRC Section 664
Unlock Tax Efficiency
Tax Code 664 effectively allows savvy investors to combine tax efficiency with philanthropic goals. Learn how this code can significantly lower your tax burden while advancing the causes you’re passionate about.
Create Sustainable Income Streams
Utilize Tax Code 664 to generate reliable income streams for retirement. This strategic tool can offer financial security and peace of mind later in life.
Enhance Philanthropic Impact
Beyond financial advantages, Tax Code 664 helps you leave a lasting legacy. Discover how this code can amplify your charitable efforts and make a meaningful difference.
Start Your Journey
Empower your financial future and make a lasting impact. Subscribe to our podcast services, and join a community dedicated to financial and philanthropic success.