The Sovereign Society

The 5th Annual Offshore Advantage Academy
The Sheraton Hacienda del Mar Golf & Spa Resort | Los Cabos, Mexico
November 3 - 6, 2010

Master the Offshore World
in Just Four Days

Dear Sovereign Investor:

Over four days this November, The Sovereign Society is hosting a private event to show you how to master the offshore world.

Our goal: To give you all of the tools necessary to protect and grow your wealth by taking advantage of the offshore opportunities most people will never learn.

To be clear – no matter what your level of experience, this event has something for you.

You’ll see presentations from our team of experts and some special guests who are prepared to give you a user-friendly introduction into the world of offshore banking, asset protection, profits, privacy and security.

You’ll learn:

• Why it is even easier now to find an international money manager despite the UBS scandal
• A simple way to comply with U.S. laws, yet still fly “under the radar” of lawyers, crooks, overzealous bureaucrats and con men.
• The top international investment opportunities arising from the recent market volatility.
• What the difference is between an asset protection trust and a foundation… and a great way to determine which best suits your needs.
• Whether an offshore variable or fixed annuity will provide you with the greatest profit potential and asset protection.
• A simple, direct way to create a tax-efficient, near-judgment-proof estate that will be bullet-proof beyond 2010.

This is just the tip of the iceberg of what you’ll discover at this one of a kind event.

And I promise you will not have to deal with any technical jargon.

You’ll get simple, straightforward lessons that will teach you everything you need to know about the offshore world…

From private investment firms in Switzerland and Denmark… to trusts and family foundations that send sue-happy contingency fee lawyers running... to high-growth/low-risk investments in Asia, Latin America and Europe... to insurance, asset protection and tax-saving vehicles that defy U.S. bureaucrats by complying with U.S. laws.

And to ensure you have every opportunity to attend the 5th Annual Offshore Advantage Academy we are giving you plenty of advance notice.

But don’t wait, the last few events sold out quickly… In fact, space for this event is limited – there’s room for less than 1% of Sovereign Society members.

Before I go any further, let me introduce myself and our team of experts...

Your Guides to the Offshore World

My name is Erika Nolan. I’m the Publisher & Executive Director of The Sovereign Society. I’ve also co-authored the book Offshore Investments that Safeguard Your Cash.

After all these years I am still surprised at how many intelligent people overlook the advantages of going offshore.

It’s estimated that $50 trillion is sheltered in offshore havens. To put that in perspective, that’s almost 100-times the value of the entire New York Stock Exchange.

Indeed, offshore strategies are a great way to grow and protect wealth. And I believe every investor should have an understanding of what it offers.

And to help you make sense of it all - we’re flying in experts from around the world…

We’re Bringing in Elite Experts
From Around the World

In the span of four days, these experts will make sure you leave Los Cabos a smarter and more successful investor.

This elite group will give you presentations that could help you build a lasting financial legacy… You’ll get top strategies from…

Robert Bauman - Sovereign Society Legal Counsel and Asset Protection editor is a former Member of the United States House of Representatives from Maryland (1973-1981).  Robert currently serves as Legal Counsel for The Sovereign Society. He has authored, or co-authored, a number of books and reports.  Robert has also been interviewed on CNBC and Worth magazine for his insights on offshore havens.

Mark Nestmann - One of Our International Tax and Asset Protection Experts, Mark is one of the worlds most sought after writers and speakers on offshore topics. Mark has written many books on financial privacy and asset protection, including the well-known How to Achieve Financial Privacy in a Public Age and Asset Protection 2000. You’ll learn about many of his top international tax and asset protection strategies that, until recently, have mainly been enjoyed by the super-rich.

Jeff Opdyke is senior editor of The Sovereign Society, and is the editor of Emerging Market Strategist. He is a former Wall Street Journal reporter with 17 years experience writing about investing, personal finance and global markets. He's also the author of six books on investing and family finance, including the definitive guide to investing directly overseas. He has been investing on local stock exchanges overseas since 1995 and currently operates in 10 countries outside the U.S.

Andrew Packer is managing editor of The Sovereign Individual, The Sovereign Society’s flagship monthly newsletter. He is also editor of the Credit Crunch Short Report, and developer of the Credit Crunch Short Indicator.  Andrew has worked extensively in the private sector as a lead researcher for a boutique buyer-broker firm serving private-equity clients. And as an analyst with a commercial real estate research firm. Andrew has a knack for identifying undervalued assets ahead of the crowd.

Eric Roseman is editor of the wildly successful Commodity Trend Alert. Eric is a shrewd value investor. From him you'll discover many unusual foreign investment strategies that most people will never hear about. These are high-value strategies you won't see in the Wall Street Journal or Barron's… He’s been showing our members excellent returns amid extended periods of stock market declines and economic distress.

Frankly, there’s nowhere else in the world where you can get this caliber of experience in one room. And get the straightforward, unvarnished truth about how to use every opportunity the Offshore World offers to protect and grow your wealth.

That’s why this four day 6-lesson event is so valuable and timely. 

Plus, you’ll hear from a top Swiss money manager… a Danish banker… attorneys who specialize in federal and international taxation, tax litigation, estate and asset protection planning, and so much more… 

These experts will expose you to all of the opportunities in separate areas of the offshore world… areas that most people will never have access to. But you will. 

You’ll also hear from top options expert and our emcee for the event Karim Rahemtulla… currency guru Chuck Butler… FOREX expert Sean Hyman… international banker Frank Trotter… small-cap expert Louis Basenese… and exotic currency expert Evaldo Albuquerque… to name a few.

The 6 jam-packed sessions are comprehensive yet simple to follow. And to clarify all of the opportunities, strategies and ideas, we end this event with a Q&A session to answer all of your questions.

Here’s a sample of what you’ll discover at each of the seven sessions:

Offshore Lesson #1:

Welcome to the Offshore World: Your Gateway to Greater Financial Opportunities

In our first session, you’ll learn the beginning steps you can take to become a sophisticated, protected, more profitable and more private global investor…

• Four key reasons an estimated $50 trillion is still sheltered in havens around the world.
• Why an estimated 12 million successful men and women use offshore vehicles for asset protection and wealth creation… and the number is projected to grow every year this decade.
• The difference between a "tax haven" and an "asset haven," and which jurisdictions offer the best of both in today’s changing global political climate.
• 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 and will remain so long after the current administration leaves office.
• 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, current and experience-based assessment of what you can expect in profits, privacy and protection from your offshore investments and structures. But that’s just the beginning…

• 10 key questions to ask when searching for an offshore bank, as well as a checklist to put your money to work once you've selected your bank.
• The very definition of a private bank and how it differs from commercial banks... and why that distinction is more important today than ever before.
• 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.
• The one type of security you should NOT hold in your offshore account.
• Why it is easier NOW to find an offshore money manager than ever before.

In short, 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...

Offshore Lesson #2:

Offshore Best Buys:
Annuity, Life Insurance and Offshore IRAs Elite Vehicles for Enhanced Tax-Deferral, Privacy, Asset Protection, Global Investment & Estate Planning Benefits

This session begins with an A-to-Z lesson on annuities, one of the most versatile financial tools available. You'll learn how an 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 foreign 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 this may be your last chance to open an offshore IRA before U.S. regulators add hoops and hurdles to the process of better protecting and growing your retirement nest egg.
• 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 may be able to avoid the 1% U.S. excise tax on certain 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. For instance, you’ll see exactly 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…

If you're interested in creating and maintaining a legacy of wealth that can last for generations to come, this session will change your life and that of your family forever.

Offshore Lesson #3:

Proven Legal Entities to Protect Your Invested Wealth – from Asset Protection Trusts to LLCs, IBCs and More

Offshore terminology like APTs, IBCs, LLCs can be confusing, and even intimidating.   But, by the time this lesson is over, you'll understand the differences and advantages of these asset-protection structures – and many more - in crystal-clear fashion.

• How Aristotle Onassis used an offshore asset protection trust to leave billions for his heirs…and 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…

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.

Offshore Lesson #4:

Discover Profit-Exploding Investments…
That Wall Street Won't Tell You About

Our elite group of experts are heading to Mexico with a difficult assignment…

To reveal their hottest global investment picks – and the strategies they use to identify them – so attendees have the opportunity to double their wealth… regardless of what happens in the world markets.

But when you consider some of the investments our team recently uncovered… doubling your money seems like a conservative goal.

Here’s a peek…

• The Sovereign Society’s Eric Roseman will reveal a small-cap gold exploratory company that’s a likely takeover target as gold continues its historic run. His CME Group recommendation has handed his readers 532% gains… But he’s expecting bigger gains with this gold play… 
• Eric will also reveal a global resources company that could easily hand you double- even triple-digit gains in the next 6 months… Plus, he’s going to show you an unusual investment in a European country that most investors have completely overlooked. 
• World-renowned analyst Evaldo Albuquerque reveals the most profitable trends in emerging market currencies coming in 2011… and he’ll show you exactly how to play them for maximum gains.
• Sovereign Society analyst Andrew Packer is set to announce details on a regional bank that’s set to plummet… and he’ll share a simple strategy you can use to profit as its stock falls. He recently closed a similar position showing readers 50% gains… but he believes this play could top it in a big way. 
• Andrew will also reveal a “defensive” play on a Canadian company that’s paying double-digit monthly dividends… But here’s the kicker: This company is ripe for a takeover and its stock could easily double just on rumors alone.
• Jeff Opdyke, new senior editor to The Sovereign Society research team, is one of the world's foremost experts on investing directly overseas… you’ll discover secrets to gaining direct access to the hottest emerging markets in the world. Right now he’s targeting Asian markets and is set to reveal a trade in Singapore - that could make early-in investors very rich.
• Sean Hyman, senior analyst with World Currency Watch, is set to reveal the single best way you could profit from the coming double-dip recession that's in our future… and he’ll give you a rock-solid way to protect your stock portfolio using his proprietary “currency crosses” strategy.

Bottom line: You'll get specific recommendations for making money in the global stock, bond, currency and commodity markets today… that could explode your wealth fast! 

You’ll walk away from this session with a list of money-making opportunities most investors will never hear of. But even this is just the tip of the iceberg…

Offshore Lesson #5:

Offshore Tax Savings:
It's About Legal Tax Management, Not Evasion!  And How to Use Reporting Rules, Tax Treaties, Incentives & "Holidays" to Your Benefit

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 can be to your tax planning.
• You’ll learn the three top strategies for legally reducing tax liability in the coming years.
• You'll see how your corporation may be able to use the same "stepping stone" offshore strategy used by Microsoft that saves them 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 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.
• Plus, you'll discover how to use tax treaties to lower, or even eliminate, taxes on your international businesses.

Offshore Lesson #6:

Additional Offshore Opportunities – The World's Best Asset Havens, Second Citizenship Programs, and Offshore Living and Retirement Opportunities

In the final session at The 5th Annual Offshore Advantage Academy, 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. For example…

• The five routes to a second citizenship that can give you greater personal security with the additional benefit of enhanced work and investment opportunities, and increased tax savings.
• Which “havens” scored highest in our Global Survey 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 now considered some of the worst places to put your money offshore.
• "Hidden Havens" average investors haven't heard of, including a "mini Switzerland," with a long history of financial privacy laws, strong private banks, and a varied choice of legal entities...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...or an elite European principality to a tropical paradise…where your dollar will stretch a lot further.
• Real-life (anonymous) case studies retold by those who have successfully used 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.
• The one type of security you should NOT hold in your offshore account to best protect your privacy.

This session will help you identify 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 the offshore world has to offer.

But in case you have any questions, we’ve just added this…

Special Offshore Q&A Session:

Q&A with the Authors and Contributors to
"The Offshore Advantage:
A Beginner's Guide to Going Offshore"

We've scheduled 30 action-packed minutes for you to ask any questions you like in a public forum about global asset protection and investment. We want you to have the tools needed so you can put the knowledge you’ve acquired at this event to work right away.

Plus, you'll find the "faculty" at the Offshore Advantage Academy eager to help you with whatever questions you may have about achieving true "Total Wealth" – rock-solid asset protection while outperforming global investments.

Please understand, however, that we cannot address your personal investment situation. Such questions should be directed to your broker or financial adviser.

The entire event is meant to make your offshore educational experience a pleasant and satisfying one – a means to create the kind of secure financial future you've always wanted.

Of course, we also want to make sure you’ll have plenty of time to experience the sights, sounds and excitement of beautiful Los Cabos, Mexico...

Your Personal Invitation To Join Us
In Los Cabos, Mexico

This event is taking place at the Sheraton Hacienda del Mar Golf & Spa Resort of Los Cabos, an upscale, full-service, exclusive resort in Los Cabos, Mexico.

We've negotiated a discounted room rates as low as $179 per night for event attendees… you’ll rest comfortably in your deluxe casita that offers you the ambience of a gracious Mexico home… at an excellent price for such beautiful oceanfront surroundings. 

If you are genuinely serious about becoming a better investor – and learning how to master the offshore world in just four days – then I urge you to sign up for this event today…

Don’t Delay - Register Now…

I urge you to act quickly. These events almost always sell out.

(Bring a guest to attend the Academy with you for just $695)

If you hesitate, you run the risk of the event selling out…

Your registration includes:

• 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 likeminded Sovereign Society members and associates
• Free access to the Exhibit Hall
• Two rousing evening cocktail receptions on November 3 & 6, 2010
• Plus, the just added special Q&A session!

This is one of the most affordable offshore events we've ever sponsored in the 13-year history of The Sovereign Society. 

You'll find yourself surrounded by immaculate beaches and lush tropical plant life… while mingling among like-minded individuals looking to learn the ins-and-outs of the offshore world.

I strongly believe you will leave this event with valuable contacts, and an abundance of new-found knowledge – so you can take advantage of the best offshore asset protection and investment opportunities in the world.

Don’t wait another minute!

Please call Opportunity Travel at 1-800-926-6575 ext. 105 or 106 to reserve your spot.

I look forward to seeing you this November in Los Cabos, Mexico. 

Regards,

Erika Nolan
Executive Director
The Sovereign Society

P.S. This event is likely to sell-out fast... and I don’t want you to miss out.

Register Now!

P.P.S. Here’s what Evan Andrews, M.D, from San Angelo, Texas, a past attendee of the Offshore Advantage Academy, had to say:  “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!”

Register Now!

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
* Guest speakers subject to change without notice.