The 3rd Annual
Offshore Advantage Seminar:
A Beginner’s Guide to the Offshore World
November 5, 2008 – November 8, 2008
CasaMagna Marriott Cancun Resort, Cancun Mexico
Master the ABCs of the Offshore World
in Just Four Days This November

Dear Reader:
If you've been reading the daily Sovereign Society Offshore A-Letter or the monthly Sovereign Individual, you know the financial rewards the offshore world has to offer...
- Diversify Outside the U.S. Dollar into special investments from government-guaranteed precious metals programs to foreign CDs and undervalued real estate.
- Safeguard Your Wealth in asset havens from Europe to the Americas to Asia.
- Invest Freely in top global stocks, bonds, funds, currencies, commodities and structured products that have crushed the performance of the broad stock market.
- Enjoy Privacy, Security and Tax Advantages that were previously the reserve of the world's wealthiest families...yet are now available to you.
- Bank in Secure Jurisdictions with legendary asset protection and financial privacy guaranteed by law.
These are just a sampling of the many financial benefits available offshore.
Yet, there's a huge difference between knowing these opportunities are available...and knowing how to make them actually work for you...
And that's the purpose of a special event The Sovereign Society is sponsoring this fall.
A User-friendly Introduction into the World of Offshore Banking, Asset Protection, Profits, Privacy and Security
From November 5– 8, 2008, The Sovereign Society will host the third annual "Offshore Advantage Seminar: A Beginner's Guide to the Offshore World."
As the name implies, this event is for "offshore beginners." Yet, it's also meant for anyone who has some familiarity with offshore but has lingering questions about offshore banking, asset protection, proper tax management, estate planning and global investment.
- If you'd like to know how to quickly and easily set up a private offshore bank account...
- If you'd like a clear picture of how to diversify internationally and invest in the best-value, most promising investments around the world…
- If you've ever wondered what the difference is between an asset protection trust and a foundation...
- If you'd like to know whether an offshore variable or fixed annuity will provide the greatest profit potential and asset protection...
- If you'd like to find out the simplest, most direct way to create a tax-efficient, near-judgment-proof estate…
If you've had any of these types of questions...yet didn't know who to ask...this is an event you don't want to miss.
It's designed to help you master the most lucrative offshore fundamentals in the shortest amount of time.
And to help you do that, you'll be using a very unique, very user-friendly "textbook..."
See Dick and Jane Build Secure, Private Wealth
The Offshore Advantage Seminar coincides with the recent publication of a book that shares the same name. It's called – not surprisingly – Offshore Advantage: A Beginner's Guide to the Offshore World.
You might consider it an offshore primer of sorts. I consider it a small miracle.
The goal was to demystify the offshore world and make it "user-friendly." No easy feat. Yet, that's exactly what the authors, myself and Erika Nolan have done.
Erika Nolan is the Founding Publisher and Managing Director of The Sovereign Society. I am the Associate Publisher. Together, Erika and I have helped to build the largest and most respected offshore publishing group in the world, pioneered the Society's Convenient Offshore Bank Accounts program, established its affiliate branches around the world, published more than 75 books and special reports on offshore investment and asset protection, and hand-picked the Society's 34-member-strong global Council of Experts.
Yet, perhaps most importantly, Erika and I share a unique gift. That's the ability to express our rarefied knowledge in plain English.
In fact, the moment we finished the first draft of our manuscript, I realized it would provide the perfect structure for an unparalleled learning experience on creating and preserving wealth offshore.
And so the idea for the first-ever Offshore Advantage Seminar was born three years ago.
It has been such an overwhelming success that we’ve decided to repeat it again this November. I’d like to invite you to join us in Cancun to participate in this unique event, which has been further fine-tuned and improved after receiving feedback from the “graduates” of the last two seminars.
As the months go by, we’ll be filling up your Offshore Advantage dance card with a few exciting special hands on wealth-building-sessions…Stay tuned.
Here’s what a few of our past graduates had to say about the Offshore Advantage experience…
“The Offshore Advantage Event has helped me to reach the next level in my financial life and financial planning. It has given me new direction and I know now how to move forward.”
Robert Morgan, Haymarket, VA
“The Sovereign Society staff, speakers and organization proved that the seminar was world-class. The information by the expert speakers is worth their weight in gold! Any individual or business, concerned with privacy, maximizing yield and profit and tax savings, needs this information. My ability to create and protect wealth has been truly enhanced. Bravo! Bravo! Bravo Sovereign Society! You have a member for life. ”
Jeff Voss, Rancho Cucamonga, CA
“First I want to compliment you and the staff of the Sovereign Society for the extremely pragmatic and helpful conference in Puerto Vallarta. It exceeded our expectations and I believe will turn out to be a life-changing event for my wife and I. Again, thank you!”
Evan Andrews, M.D San Angelo, TX
Everything You Wanted to Know About the Offshore World...
But Were Afraid to Ask
The offshore world is full of treasures...
From ultra-private banks in Switzerland and Panama to trusts and family foundations that send sue-happy contingency fee lawyers running...High-growth/ low-risk investments in Asia, Latin America, Europe and beyond...and insurance, asset protection and tax-saving vehicles that defy U.S. bureaucrats by complying with U.S. laws...
The Offshore Advantage book covers it all – like an offshore treasure map.
And the Offshore Advantage seminar brings the pages of that book to life in just a few, information packed days in Cancun…
Here’s just a taste of some of the unique profit opportunities and offshore strategies you’ll learn in Cancun…
- The 2 best currency trades for 2009…One you should sell like it’s on fire and the other you should back up the truck to load up on…How to play the ever expanding world of currency ETFs — over a dozen and counting — from individual currencies, to baskets to spreads… Plus the extraordinary sub-niche of world currency options that you can trade from your own stock brokerage account and make over 100% every time a currency moves just 3% to 5%. You’ll hear it all from Jack Crooks, editor of The Money Trader; The Sovereign Society's premier currency service, for beginners to seasoned traders. Jack is also the editor of World Currency Options, the first retail currency options service. Jack is also founder and president of Black Swan Capital. He has written extensively on the subject of global currencies and international economics over his twenty years in the industry.
- With declining production and rising inflation, this investment miracle worker could double the value of your portfolio before you can say reverse stagflation…Three beaten down Food Giants have survived rising prices and kept profits up…But as prices drop, they’ll really strike it rich because of their bulletproof pricing power…The one commodity that could doubled your money by next barbecue season…You'll hear it all from Sovereign Society Investment Director Eric Roseman. Based out of Montreal, Mr. Roseman is the President of ENR Asset Management, with over $134 million under management for clients all over the world. He is also the editor of the highly acclaimed Commodity Trading Alert trading research service and the mega-dividend, global-blue-chip, annually rebalanced portfolio Dogs of the World.
- Why you should continue to diversify out of the dollar…The three explosive currencies to own in 2009…How to put together a government guaranteed portfolio to stop inflation dead in its tracks...Plus, the three non mid-east energy currencies you should own for high yields and explosive capital gains. Get all this from Jason Coots, head of acquisition marketing for EverBank. With nearly a decade of experience in the financial industry and extensive knowledge of world currencies, Jason has driven over $1 billion to into EverBank’s foreign denominated deposits. Jason works closely with Frank Trotter, a founding partner of EverBank, and Chuck Butler, President of EverBank World Markets and editor of The Daily Pfennig.
- Why world currency options are your long term alternative to spot forex — learn how you can trade key intermediate and long-term trends in the currency market….Get a comprehensive step by step walk through a trade--from setting up your account with a broker to entering and exiting a trade…Get the inside info on the investment designed to give you a risk limited way to capitalize on the upside of currency movements without being glued to the computer screen. Hear this and more from Albert Brinkman the Director of Derivatives Marketing for the Philadelphia Stock Exchange. Prior to assuming his present position, he spent more than 20 years as a member of the Philadelphia Stock Exchange acting as both an equity specialist and option floor broker.
- Discover the Pacific Ocean hot beds for fast and easy profits…While everyone else is losing, discover the simple investment that will earn you a safe 8%+...The Triple-A rated government bonds that could return as much as 19% — your answer to stagflation…And the one investment class sure to safely fatten your pockets in the next 12 months with potential gains of 15% or more…Hear these and more from Robert Vrijhof — President and a Senior Partner of Weber, Hartmann, Vrijhof & Partners, Ltd. in Zurich. The firm currently manages approximately US$200 million for investors from all over the world. Robert is a member of The Sovereign Society’s Council of Experts and a popular speaker at investment and asset protection seminars throughout the world.
Here's a peek at how Erika and a dozen of our closest experts will take you step-by-simple-step through the biggest benefits the offshore world has to offer...
The Offshore Advantage:
A Beginner's Guide to the
Offshore World

Where is Offshore?
An Overview of and Introduction to the Offshore World
After checking into your Tropical oasis, you'll have a few hours to relax and register for the event before the inaugural session kicks off at 2:00 p.m. And the moment the first session starts, you'll begin to see exactly "where" offshore is located – geographically, financially and politically. By the end of the seminar, you’ll understand:
|
|
Erika Nolan, USA; Publisher & Executive Director, The Sovereign Society; co-author Offshore Advantage: A Beginner's Guide to the Offshore World and co-founder of N&C International Wealth Consulting, LLC.
* Professors, guest lecturers and schedule are subject to change |
- four key reasons an estimated $50 trillion is sheltered in havens around the world.
- why an estimated 12 million successful men and women use offshore vehicles for asset protection and wealth creation.
- the difference between a "tax haven" and an "asset haven," and you'll learn which jurisdictions offer both benefits.
- the four key types of tax havens: "no-tax," "foreign-source income," "tax-treaty" and "special-use" and which might make most sense for you.
- why offshore bank accounts, investments and other financial activity offshore are completely legal under American law.
- how to easily file all reports and make sure a substantial portion of your assets and investments are where the best profits and asset protection opportunities are – offshore!
In short, you'll get a realistic, experience-based assessment of what you can expect in profits, privacy and protection from your offshore investments and structures.
Welcome Reception and Cocktail Hour
Get to know your instructors and fellow attendees while enjoying cocktails, music and the tantalizing Mexican delicacies during our welcome reception. This is the perfect setting to make new friends, have fun and pick up new ideas – all while watching the evening sun sink into the stunning blue waters of the Yucatan Peninsula (also known as the Mexican Caribbean). But try not to stay up too late, because on day 2, a full day of step-by-step lessons on offshore core asset protection techniques and strategies await you.

Your 1st Step for Greater Financial Privacy and
Profit Opportunities
Opening Your Own Offshore Bank Account
|
|
Erika Nolan (See Previous.)

Andrew Griebl, Director of Private Banking at European American Investment Bank AG (EURAM). Andrew will share information with you on why Austria holds its own banking advantages, including financial privacy guaranteed by Austria’s strict laws, and a AAA Sovereign debt rating from both Moody’s and Standard & Poor’s. Andrew will then reveal the latest specialty alternative funds from EURAM, the investment bank that holds the top two bond funds in all of Europe!
Robert Vrijhof, Senior Partner, Weber, Hartmann and Vrijhof, Zurich. (See Previous)
* Professors, guest lecturers and schedule are subject to change |
Remember opening your first savings account as a kid and feeling all grown up? Well, the offshore bank account is another place you rise to a whole new level financially. This is where it all begins, where you transition from average investor to sophisticated, protected, more profitable and more private global investor.
You'll learn...
- The very definition of a truly private bank and how it differs from commercial banks.
- The difference between the eight key types of offshore accounts...from convenient to safekeeping, precious metals, managed and more...and how to combine the best features of each into an account that is tailored to your specific needs.
- How to quickly check the financial stability of any bank.
- 10 key questions to ask when searching for an offshore bank right, as well as a checklist to put your money to work once you've selected your bank.
- Why – contrary to popular belief – you don't need anywhere near millions of dollars to open up your first offshore account...and the four essential things you do need.
In short, the morning session of day 2 is dedicated to making all the benefits of offshore banking understandable and easily accessible.
You'll see the simple forms required for an offshore account and how straightforward the process truly is.
You'll understand how to get an account open and operating within a week and, most importantly, what you can do once it's opened...
- How to receive offshore payments directly into your offshore account…
- How to use offshore credit cards to conduct transactions with greater privacy…
- How to acquire a virtual "passport" for your money so it can move easily from one jurisdiction to another…
- How to invest in global stocks offering the best value, invest directly in offshore businesses, hold precious metals and other valuables with greater privacy and security...
- How to gain an added layer of protection by having your offshore asset protection trust in one jurisdiction with your offshore bank account in another…
- And much more!
In this single session, so much of the "mystery" of the offshore world will disappear for you...and dozens of its most lucrative secrets will become immediately and easily accessible. And, yet, we'll have barely reached the lunch break at that point...

Proven Legal Entities to Protect Your Invested Wealth –
from Asset Protection Trusts to LLCs, IBCs and More
Enjoy a leisurely lunch at one of the resort’s 8 restaurants, bars and lounges. Then get ready for an afternoon session that will forever change the way you think about growing and protecting your wealth.
|
|
Robert E. Bauman, J.D. Sovereign Society Legal Counsel, founder and contributing editor, The Sovereign Society Offshore A-Letter, author of dozens of books and reports on legal entities, offshore structures, second citizenships, asset protection and privacy.

Mark Nestmann, President, The Nestmann Group., Phoenix, AZ. Mark has a Masters Degree in International Tax Planning from the University of Vienna and is an Associate Member of the American Bar Association. He is a contributing editor to The Sovereign Society's monthly newsletter The Sovereign Individual, is a member of The Sovereign Society's Council of Experts and the Director of Tax and Privacy Research for The Sovereign Society, and author of more than a dozen books and reports on wealth preservation, privacy, international tax planning and offshore investing.
Michael Chatzky, JD, President, Chatzky & Associates in San Diego, CA has more than 33 years experience in setting up offshore asset protection trusts and other wealth-preservation structures.
Josh Bennett, Esq., Attorney at Law, Law Offices of Josh Bennett P.A in Miami FL has more than 20 years experience in estates and trusts (both international and local), federal taxation, tax litigation and asset protection planning.
* Professors, guest lecturers and schedule are subject to change |
Offshore terminology can be a confusing alphabet soup of APTs, IBCs, LLCs and more. But you'll understand the differences and comparative advantages of these asset-protection structures in crystal-clear fashion by the time the session is over.
Enjoy a leisurely lunch at one of the resort’s 8 restaurants, bars and lounges. Then get ready for an afternoon session that will forever change the way you think about growing and protecting your wealth.
Offshore terminology can be a confusing alphabet soup of APTs, IBCs, LLCs and more. But you'll understand the differences and comparative advantages of these asset-protection structures in crystal-clear fashion by the time the session is over.
That's why the Offshore Advantage book is your written guide. And your instructors are the authors of and consultants for the book with step-by-step explanations from leading experts in their respective fields.
- How Aristotle Onassis used an offshore asset protection trust (APT) to leave billions for his heirs…
- Why the Vanderbilt’s did the same in a trust that still benefits their heirs to this day…
- How an international business corporation (IBC) can help you slash offshore corporate income taxes…
- Why a family foundation can be used to shield you from personal liability while giving you the ability to buy real property, manage investment accounts, distribute funds to individuals and more…
- How an offshore limited liability company (LLC) can help you avoid double taxation common with corporations, while, at the same time, help you reduce the taxes you do pay…
Some of these structures have been around for millennia (the trust dates back to the 19th century BC in Egypt!); others have been around for nearly a century (the family foundation was first created in Lichtenstein in 1926, yet has since been adopted by other elite havens as well). You'll learn the unique advantages of each and how to quickly and cost-effectively set up the structure that best meets your needs and goals.
And you’ll also have plenty of time to explore the luxurious CasaMagna Resort. If you choose to venture outside of the blush hotel surroundings and see the sights—a world of opportunity and adventure awaits. A world immersed in the beauty and mystery of a culture older than much of the world. Explore the ruins of lost civilizations and take in the breathtaking beauty of the surrounding lands, while still being left with millions of entertainment options for the discerning traveler…from golfing, swimming with the dolphins, River Boat gambling and much more. Any free time you have will be filled with memories you’ll cherish for a life time…

Top-Performing Global Investments Wall Street Doesn't
Want You to Know About
Pop Quiz: How many times has the U.S. had the best performing stock market in the world over the last 15 years? Answer: None. In fact, according to Morgan Stanley, the U.S. ranked in the top 10 only once in that entire period. And that was in 1997 when it came in at #4!
Pop Quiz # 2: How many of the world's top-five performing mutual funds over the last five years were available in the U.S.? Answer: None. In fact, only two out of the top 10 funds over the last five years were available in the U.S. The rest were strictly offshore.
The lesson is clear: It’s a big world out there and many of the best opportunities in stocks, funds and other investments are only available offshore. That's why the morning session of day 3 will be dedicated exclusively to the wealth-creation side of the offshore world.
|
|
Eric Roseman, Sovereign Society Investment Director, Editor of Commodity Trend Alert and Dog’s of the World. (See previous)

Jack Crooks, Editor of The Money Trader and World Currency Options…President, Black Swan Capital (See Previous)
Thomas Fischer is Senior Vice President of Jyske Global Asset Management. His vast experience comes from all aspects of the forex market – first as a currency exchange dealer in Denmark, then as a foreign exchange broker in both London and Germany. Before being promoted to Senior Vice President, he spent 7 years as the manager of Internal Client Relations. Now he is on the investment strategy board for Jyske Bank and travels the world explaining the investment opportunities in the forex market.
Daniel Zurbürgg, CFA, Managing Partner, Alpine Atlantic Asset Management AG in Zurich, Switzerland. Alpine Atlantic is an independent Swiss asset management company with a focus on asset management and asset protection. Alpine Atlantic is made up of Swiss and North American financial experts who also understand the cross-cultural nature of the business. Daniel has been in the financial industry for almost 20 years, working as an asset manager for institutional clients and corporations and for private clients and families around the world.
David Newman, Editor of Accelerated Income, Membership Director and Market Analyst for The Sovereign Society. David is a former managing partner of Choice Investments in Houston, Texas, and was a financial advisor for American Express. In addition, David has served as the Director of Sales & Development for several major publishing companies in the southeastern United States. He has more than 20 years of experience helping investors achieve their long-term asset protection and investment goals.
Jason Coots, Head of Acquisition Marketing for Everbank , Jacksonville, FL. (See previous.)
Robert Vrijhof, Partner, Weber, Hartmann, Vrijhof & Partners, Zurich. (See previous.)
* Professors, guest lecturers and schedule are subject to change |
- Discover how to buy offshore funds that have outdone the U.S. market by ten-to-one and more, yet aren't allowed to advertise in the U.S. (though it's completely legal to own them...if you’re lucky enough to find out about them!).
- Find out how to identify global stock markets that are loaded with value and set to begin a new bull run...even while U.S. markets are overvalued and set for a fall.
- Learn how to safely and inexpensively trade and invest in global currencies...to protect your purchasing power against a falling dollar, and to gain higher yields and appreciation.
- Discover the most cost-effective way to invest in the commodities boom – from energy to precious metals to the most undervalued sector of all, "the softs," which could explode upwards because of booming demand for alternative fuels and growing dietary demands from the fast growing economies of China and India.
- Learn about special "structured investments" that most investors have no clue about but can provide the best alternatives to safely grow your net worth. These investments guarantee your principal while delivering 100% to 120% or more of the upside of various asset classes.
The information revealed is all geared to make you a far more confident, versatile and successful investor. But it won't just be the "how to..."
In this session, you'll also get our investment experts' best specific recommendations for making money in today's market. This includes...
- The one investment that can help you make a fortune off the booming demand for futures contracts...without ever trading a single futures contract!
- The best way to play the surging demand for bio-fuels with an upside of 887%
- How one of the fastest-growing economies in the world can provide you with perhaps the fastest appreciation of any stock you've ever owned.
- The single best currency play for profits and safety in today's volatile markets.
- The #1 junior resource stock for value-minded investors seeking triple-digit returns.
- Why the recent commodities correction presents a golden opportunity for you to invest in precious metals and get set for the next strong bull move in gold and silver and the two best ways to play them.
- How to access alternative investments from your standard brokerage account without any high-risk options or futures…plus much more.
The old saying goes, "Give a man a fish and he eats for a day; teach him to fish and he'll eat for a lifetime." On day 3, you'll get both.
You'll get our investment experts' "Fresh Catches of the Day" in the form of current, specific recommendations for profiting in the global stock, bond, currency and commodity markets today.
And you'll also get timeless principles, practices, and strategies and little-known facts and opportunities to help you succeed in the global markets for as long as you invest.

Offshore Best Buys: Annuity, Life Insurance and Offshore IRAs
Elite Vehicles for Enhanced Tax-Deferral, Privacy, Asset Protection, Global Investment & Estate Planning Benefits
|
|
Erika Nolan (See Previous)

Marc Andre Sola, Managing Partner, NMG International Financial Services, Ltd., Zurich, Switzerland.Marc is a lawyer and financial planner and one of Europe's leading authorities on variable and fixed annuities and life insurance. Marc will teach you in easy-to-grasp layman's terms how you can achieve multiple financial goals (from asset protection to greater privacy and investment returns) within the same financial structure.
Larry Grossman, President of Sovereign International Asset Management, Palm Harbor, FL, is the author of The Ultimate Retirement Protection Plan. Larry is a Certified Financial Planner and one of less than 2,500 professionals in the U.S. to hold the coveted distinction of CMA (Certified Management Analyst). Larry is a leading authority on getting higher returns and greater asset protection for your retirement funds by taking your IRA offshore. He is also an expert on maximizing tax-savings and will demonstrate how properly setting up a Defined-Benefit Plan can help you defer up to 70% of your income.
Colin Bowen, Deputy Chairman of Isle of Man Assurance, Isle of Man. IOMA is the largest independent insurance company on the island. IOMA prides itself on being one of the world’s leading international providers of insurance products for asset protection and tax mitigation. IOMA offers an entire range of life, general policies and captive insurance companies.
* Professors, guest lecturers and schedule are subject to change |
On day 3, the afternoon session begins with an A-to-Z lesson on annuities, one of the most versatile financial tools available. You'll learn how a properly structured annuity can help you accomplish many of your most important objectives at once: asset protection, privacy, tax-deferral, estate planning and greater investment returns.
- You'll find how Section 72 of the IRS Code treats domestic and U.S. annuities the same. That's the good news. The even better news means you can enjoy greater asset protection, privacy and investment returns by going overseas.
- You'll learn why you don't need to undergo a medical examination to determine "insurability" for insurance annuities.
- You'll discover the three best jurisdictions for annuities.
- You'll find out how you can avoid the 1% U.S. excise tax on annuities.
- How to borrow tax-free from your annuity (and when you can't).
- How annuities avoid the reporting requirements of most other overseas investments.
- Even how you can own U.S. investments through your foreign annuity without the investment ever showing up — in the U.S. or abroad — in your name!
You'll also learn the key advantage of offshore life insurance, on its own and combined with an annuity program. You'll learn how to get the biggest benefits of properly structured offshore life insurance policies, including...
- Greater financial privacy…
- More investment choices and higher prospective returns…
- Tax-free build-up of cash value and dividends…
- Tax-free borrowing against cash value…
- Tax-free disbursement of death benefit…
- Freedom from estate taxes…
- Plus much more...
If you're interested in creating and maintaining wealth for more than a single generation, this session can change your life and that of your family forever. It all happens during the afternoon session of day 3.

Offshore Tax Savings:
It's About Legal Tax Management, Not Evasion!
How to Use Reporting Rules, Tax Treaties, Incentives &
"Holidays" to Your Benefit
Far too many exaggerated claims have been made by shady organizations about tax savings available offshore. In this tutorial, we'll expose that hype for what it is and give you nothing but the truth about legitimate tax saving strategies - individual and through legal entities - that are available offshore.
|
|
Mark Nestmann (See previous)

Mark Nestmann (See previous.)
Michael Chatzky (See previous.)
Eric Roseman (See previous.)
Josh Bennett (See previous.)
* Professors, guest lecturers and schedule are subject to change |
You'll see how many of the tax-saving strategies available onshore are also available offshore (such as IRAs and annuities), but with additional benefits of enhanced privacy, asset protection and greater returns. And you'll learn offshore-only tax-saving strategies.
- You'll learn exactly what a "tax home" is and how important that concept is to your tax planning.
- You'll see how your corporation may be able to use the same "stepping stone" offshore strategy used by Microsoft to save an estimated $500 million in taxes.
- You'll learn the four types of offshore holdings you must report to the IRS if they exceed $10,000 in value... and the three types of assets you DO NOT have to report – regardless of value!
- You'll discover the two things you must do to qualify for the "foreign earned income exclusion" and earn up to $175,200 a year tax-free, plus gain the possibility of tax-free housing allowances to boot.
- You'll find out perhaps the most "extreme" (yet often extremely effective) offshore strategy that Sir John Templeton used to save more than $100 million in taxes.
- And you'll discover how to use tax treaties to lower or even eliminate taxes on your international businesses.

Additional Offshore Opportunities –
The World's Best Asset Havens, Second Citizenship Programs, and Offshore Living and Retirement Opportunities
|
|
Robert E. Bauman, J.D. (See previous.)

Mark Nestmann (See previous)
Marjorie Rawls Roberts, Esq., Attorney at Law, Marjorie Rawls Roberts P.C. in the Virgin Islands has more than 25 years experience in international law, investment issues and offshore and mutual funds.
Michael Cobb, Chairman & CEO of ECI Development which has developments in Costa Rica, Belize and Nicaragua.
* Professors, guest lecturers and schedule are subject to change |
In the final session of The Offshore Advantage Seminar, you'll learn the how-to's on second passports and dual citizenship programs and you'll be taken on a virtual guided tour of some of the very Best Asset Havens in the World.
- The five routes to a second citizenship that can give you greater personal security, enhanced work and investment opportunities and increased tax savings.
- Which havens score highest for political stability, bank secrecy, a wide array of investment choices, and tax advantages.
- Why some of the most famous havens – from old B movies – are actually today some of the worst places to put your money offshore.
- "Hidden Havens" average investors haven't a clue about, including a "mini Switzerland," with a long history of financial privacy laws, strong private banks, a wide choice of legal entities and other benefits...but at a fraction of the price.
- Where you can find that dream second home, ideal retirement nest or "emergency getaway" all in one, from oceanfront to mountainside...whether in an elite European principality or tropical paradise where your dollar stretches a lot farther.
- Real-life (anonymous) case studies of individuals successfully using these havens for investment, asset protection, tax savings and lifestyle benefits.
- How to mix and match among havens to create "strongholds" for your wealth.
- Which nations not only preserve financial privacy, but do so as a matter of law, punishing those who violate financial privacy with fines and jail terms.
- Which jurisdictions will not recognize a U.S. civil judgment.
- A 20-question financial "self-test" to help you determine how "visible and vulnerable" you are to potentially hostile parties and how to beef up your privacy where it counts most.
- The five most important rules for financial secrecy.
- The limits and advantages of attorney-client privilege for offshore financial affairs.
- The one type of security you should NOT hold in your offshore account to best protect your privacy.
- How to correspond with your offshore professionals without fear of government or private snooping.
It's all designed to help you identify the havens that will best suit your needs and preferences. By the conclusion of the final Offshore Advantage session, you'll be fully prepared to put your newly gained offshore knowledge to work.
You'll understand exactly the simple steps to take to begin enjoying the best in asset protection, financial privacy, tax-savings, estate planning and global investment benefits that the offshore world has to offer.

Q&A with the Authors and Contributors to
The Offshore Advantage: A Beginner's Guide to Going Offshore
We've scheduled 30 lively minutes for you to ask any questions you like in a public forum about global asset protection and investment. We want you to be able to put to work your recently learned knowledge about the diverse financial benefits and opportunities that await you offshore.
What's more, you'll find the "faculty" at the Offshore Advantage Seminar eager to help you with whatever questions you may have about achieving true "Total Wealth" – rock-solid asset protection and outperforming global investments.
Please understand, though, that we cannot address your personal investment situation. Such questions should be directed to your broker.
The entire event is meant to make your offshore educational experience a pleasant and satisfying one – and help you create the kind of secure financial future you've always wanted.
We also want to make sure that you’ll have plenty of time to experience the sights, sounds and excitement of Cancun...
INDULGE IN YOUR HOME AWAY FROM HOME
From relaxed and tropical to contemporary and elegant, every guest room or suite is designed to indulge you with unique surroundings, stunning views and complete comfort. No matter what accommodation you choose, there is one benefit beyond all others — full access to all the excitement and thrill of Cancun.
Graced by beautiful gardens and stunning views of the Yucatan Peninsula (or the Northern section of the Mayan Riviera), the CasaMagna Marriott Resort is a premier hotel. No other property can come close to the ultimate luxury and style that CasaMagna offers.
You'll find plenty to do at the CasaMagna…
- Spend your free time on the beautiful pristine beaches of CasaMagna Resort, soak up the sun or drift away in the warm relaxing waves…
- Play tennis on beautifully manicured courts, take a late afternoon dip in the luxurious swimming pool or ride atop the foaming surf of the Yucatan on a jet ski…
- And for those of you worried about missing your weekday work outs, CasaMagna offers a state of the art fully equipped gym that’ll satisfy your every workout need…Flex and stretch those tired and stiff muscles after a day of intensive offshore classes…
- Tee it up at the nearby Playa Mujeres Golf Club…Walk the lush greens through the tropical fauna as you have the round of your life. Designed by renowned professional golfer, Greg Norman, Playa Mujeres offers 18-holes of challenging and stunning golfing perfection.
Explore the beautiful blue waters of the Yucatan Peninsula…Just nearby the beautiful grounds of CasaMagna learn from expert instructors how to traverse the undiscovered depths of Mexican waters…Or if you’re already certified, jump right in…
DINING – BEYOND SUMPTUOUS
CasaMagna features 8 restaurants and bars and lounges offering everything from gourmet to casual to quick-and-easy favorites…
- Savor the brilliant fusion of Argentinean cuisine at La Capilla Argentina — a hearty breakfast buffet and à la carte dining…
- Mikado’s offers Japanese and Thai cuisine, including Sushi and Teppan Yaki…Where dinner will become and experience of a lifetime as your food is skillfully prepared right at your table.
- La Isla offers lighter more casual fair…an open-air poolside grill specializing in international fare and seafood dishes, serving up lunch, snacks and beverages.
And when the sun goes down, the fun is just beginning. Head downtown to El Centro…the downtown core of Cancun where all the action is. Enjoy an array of culinary delights from chicken, steak, seafood, and Mexican delicacies at any one of the 4-star restaurants.
After dinner, if you’re looking for a few more hours of entertainment enjoy some of the eclectic nightlife. Dance the night away in some of the best nightspots in Mexico — move to the hot rhythms of traditional Latin music or American favorites…And after a night out on the town, you’ll know why the Yucatan Peninsula is considered the “Mexican Riviera.”
A Working "Vacation" to Dispel Stress Now...
and Make Financial Stress Disappear for the Rest of Your Life
The driving idea behind the Offshore Advantage Seminar is to bring the offshore world to you... make it easily understandable and accessible and give you the simple tools you need to start building your offshore structures and portfolios immediately.
It's what we call the KISSS Principle...
Keep It Simple, Sovereign Society!
That's just what we do throughout the four days – we work on keeping it simple and straightforward. It's all about the ease of learning.
We take the hugely beneficial money "secrets" of the offshore world and reveal them...in plain language. We demystify the most effective techniques and strategies, and connect you with instructors who will show you how you can begin to put your offshore plans in place.
We've even chosen the locale to help you learn with greater ease…because when you're relaxed, everything comes just a bit easier. And the CasaMagna in Cancun is the perfect place to unwind.
You'll find it the perfect place to escape from the bustle of daily life...even while you discover new financial treasures from around the world.
With so much to enjoy at the resort and in town, we'll make sure that you’re done “with school” in the early afternoon each day.
That means you'll have plenty of time to head to the beach, the pool, the tennis courts, or drop into thrilling Cancun itself and "play."
You'll relax, you'll learn, you'll come away with greater confidence and financial knowledge and you'll be prepared to grow your wealth at a much higher rate of return with a far greater degree of privacy and security.
Vastly Increase Your Ability to Grow and Protect Your Wealth
and Save a Great Deal of Money in the Process
The Offshore Advantage Seminar: A Beginner's Guide to the Offshore World is designed to remove all knowledge obstacles from your path to the offshore world. And it's priced so there are no financial obstacles either.
After the Early Bird Discount expires, the following prices apply:
A-Letter Readers: $895
Regular Members: $850
Platinum Members: $800
Trader’s Ring Members: $750
And still bring a guest to attend the seminar with you for just $695.
The above prices include:
- All event materials, including the course manual “Offshore Advantage: A Beginner’s Guide to going Offshore.”
- 3 ½ days packed with everything you need to know about going offshore.
- Meet and greet all the speakers, presenters and Sovereign Society associates.
- Free access to the Exhibit Hall.
- Two rousing evening cocktail reception on November 5, 2008 and November 8, 2008.
This is one of the most affordable offshore events we've ever sponsored in the 10-year history of The Sovereign Society. What's more, you can bring a guest for just $695, saving you an additional $155 off the full rate.
We've also negotiated special room rates at the CasaMagna for just $140 per night (single double, triple, quad occupancy).
Cancun is easily accessible, just a 45-minute direct flight from Miami. And once you've arrived, you'll feel your spirits lift and your worries begin to ebb.
You'll find yourself surrounded by immaculate beaches, lush tropical plant life and pristine blue waters.
It's the best of all words. First-rate accommodations, modern amenities, scenery that restores the soul, and plenty of opportunities for fun...and all while you make valuable contacts and build a solid foundation of knowledge about the best offshore asset protection and investment opportunities in the world.
I hope to have the great pleasure of seeing you this November in Paradise!
With Warm Regards,

Shannon Crouch
Associate Publisher
The Sovereign Society
July 22, 2008
P.S. Don’t delay. Like last year, this is sure to be a sold out event.
Register Today!
Cancellation Policy
Now thru September 15: Full Refund
September 16 thru October 1: $150 cancellation fee
October 2 thru November 1: $300 cancellation fee
After November 2: Credit toward future events only

Register Today! |