Welcome to the Slater Financial Learning Academy
| The guiding principle behind our success is the belief that educating clients is the key to building realistic financial plans, achieving financial and life goals and maintaining peace of mind. For this reason we have created this website compiled of educational videos, presentations and articles on various financial topics to help better inform and educate our clients. Click on any topics in the left side of the page to find articles and videos on the various topics. We hope you find the information on the website informative and welcome your feedback Sincerely, |
Recent Video – Corporate Estate Bond
| A Corporate Estate Bond is a financial planning strategy designed to increase the size of your estate by moving surplus corporate dollars exposed to tax into a tax-deferred life insurance policy. Watch the Video. |
Recent Article - Knowing Your Marginal Effective Tax Rate
 | Knowing Your Marginal Effective Tax Rate – Do you know what your marginal effective tax rate is?Read more |
