Coming Soon • Members-Only Education Private Foundations & Risk Literacy SeriesEducational Risk Literacy — Required Before Any Action This series is the gateway curriculum designed to correct high-risk misunderstandings, protect members from preventable harm, and establish credible, lawful understanding before advanced private administration steps are attempted.
Activation Requirement: After sign-up, members must complete and sign the Membership Application Agreement
before access is activated. This protects the Association, instructors, and members.
VOLUME 1The SS-4 DecodedEIN Classification, Trust Status, and Filing Presumptions. How the IRS classifies entities — and why most people accidentally create Form 1041 expectations.
VOLUME 2Trust ArchitectureDesigning, Layering, and Sequencing Trusts Without Collapse. Structural thinking over template copying.
VOLUME 3Status Correction & StandingCapacity, Authority, and the Limits of Private Action. Separate lawful capacity from internet mythology.
REQUIRED SAFETY
VOLUME 4Benefits Protection & Risk ContainmentProtecting Benefits While Exploring Private Process. A required safety volume to reduce preventable harm.
VOLUME 5CUSIPs ExplainedSecurities Identification, Misuse, and Common Myths. What a CUSIP is, who assigns it, and why “hidden bond” claims fail.
Key Point: CUSIPs are administered by CUSIP Global Services — not the Treasury, not the Federal Reserve, and not birth registrars.
VOLUME 6Understanding the UCCCommercial Notice, Secured Interests, and Why Most Filings Fail. Learn what the UCC governs (and what it does not).
VOLUME 7Private Process MythsWhy Popular Claims Fail in the Real World. Pattern-based myth correction without naming influencers.
Coming Soon — Classes Will Be Announced
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Why Risk Literacy Comes FirstMost people do not fail because they lack effort — they fail because they acted on incorrect assumptions. This series trains discernment: what is real, what is misunderstood, and what creates unnecessary exposure.
This series is branded as Educational Risk Literacy — required before any action.
It is designed to build clarity, discipline, and credibility before moving into advanced material.
How Access WorksAccess is activated after completion of the Membership Application Agreement. This sets clear expectations and ensures all participants enter the curriculum with aligned standards.
STEP 1
Sign UpComplete your membership registration.
STEP 2 — REQUIRED
Complete the Application AgreementAccess is not activated until this step is complete.
STEP 3
ActivationOnce verified, access details and next steps are provided. Frequently Asked QuestionsIs this a step-by-step filing program?
No. This series is foundational literacy and risk education. It is designed to help members understand what actions mean,
what assumptions are incorrect, and what sequencing is required before attempting advanced work.
Do I get access immediately after I sign up?
No. Access is activated after the Membership Application Agreement is completed.
What comes next after the Risk Literacy Series?
After completing this series, members are prepared to move into the Family Office Series, followed by advanced curriculum.
Coming Soon: Classes will be announced and registration links will be added when events are published.
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