PMA Structuring & Banking Solutions

PROGRAM ROAD MAP – includes Weekly Instructions, Assignments and Slidedecks

Chapter 1: Introduction to Banking, Organization, Contracts and Laws 12 Topics

Lesson Content

0% Complete 0/12 Steps

Topic 1: Contracts and Laws

Topic 2: Sea of Contracts

Topic 3: What is your Status or Position in the Contract?

Topic 4: Types of Contracts and Businesses

Topic 5: What is an Annuitant?

Topic 6: Personal Information Banks PIBs

Topic 7: How is the Government structured?

Topic 8: Birth Certificate and it’s Value Creation

Topic 9: Disadvantages of Government Contracts

Topic 10: What are Your Rights to Contract

Topic 11: How Do You Make A Claim?

Topic 12: Review

Chapter 2: Unincorporated Associations, PMA’s, Tax Exemptions 19 Topics

Lesson Content

0% Complete 0/19 Steps

Topic 13: What is a PMA?

Topic 14: Knowing the Rights & Benefits of a PMA

Topic 15: What’s Next

Topic 16: Styles of Business, Registering Vs. NOT Registering

Topic 17: PMA’s, Unincorporated or Incorporated?

Topic 18: Is the PMA acting under its purpose?

Topic 19: PMA as a Social Enterprise

Topic 20: Administrative and Operational Structures can create benefits as a simple solution

Topic 21: Potential Consequences: Registering Vs. NOT Registering

Topic 22: What is the Solution?

Topic 23: Security & the Estate

Topic 24: Administrative Set up of a PMA

Topic 25: Income Tax Exemptions

Topic 26: Bank Account for Tax Exempt Entity

Topic 27: The Operational Set ups of PMAs

Topic 28: What does a Public Notice do?

Topic 29: Securing the PERSON aka The Estate

Topic 30: Review

Topic 31: Visual Examples of the Registered Clients & Public Vs. Private

Chapter 3: Getting your Tax Exempt Entities 9 Topics

Lesson Content

0% Complete 0/9 Steps

Topic 33: Overview of Law Jurisdictions

Topic 34: The Evolution of Canada not being a Country

Topic 35: Clearfield Doctrine

Topic 36: What Lawyers Say about Un-Incorporations

Topic 37: What Cornell University Lawyers have to say about Un-incorporations & USA Contract Statute

Topic 38: AMERICA: Getting Your Foreign Grantor EIN Entities

Topic 39: AUSTRALIA: Getting your ABN for your Unincorporated Association

Topic 40: FOR CANADA – Call CRA and get clear on name & addy details on file

Topic 41: CANADA: Getting your Registered Client | Entities

Chapter 4: Reviewing Benefits of the Entities and a Guest Speaker on his Entities 2 Topics

Lesson Content

0% Complete 0/2 Steps

Topic 42: Review Benefits of having two Tax Exempt Entities

Topic 43: Guest speaker who has been using his accounts since 2018

Chapter 5: Live Life Claim and Shopping LIst 2 Topics

Lesson Content

0% Complete 0/2 Steps

Topic 44: Live Life Claim and Shopping List

Topic 45: Live Life Claim – creating one

Chapter 6: Document Set Review and Trust conversations 17 Topics

Lesson Content

0% Complete 0/17 Steps

Topic 46: Overview of Program Structure

Topic 47: Overview of Document sets we are about to walk through

Topic 48: Review of Documents You have created so far

Topic 49: Visual of the Trust and UA and what relationships are involved with a trust

Topic 50: What are Trusts?

Topic 51: What is a Constructive Trust?

Topic 52: What is an Irrevocable Trust?

Topic 53: Why would I want to set up an Irrevocable Trust?

Topic 54: What is a Grantor?

Topic 55: Can you play different roles in Trusts?

Topic 56: Can you be both a Grantor and another role in the trust?

Topic 57: What is the job of the Trustee?

Topic 58: What is an Express Trust?

Topic 59: What is a Resulting Trust?

Topic 60: What is an Implied Trusts and types (Constructive & Resulting)?

Topic 61: What is Beneficial Interest of a Trust?

Topic 62: Everything is about creating trusts and contracting

Chapter 7: The Trust Indenture Articles 17 Topics

Lesson Content

0% Complete 0/17 Steps

Topic 63: Declaration of Trust/ Trust Indenture

Topic 64: Article 1, Definitions

Topic 65: Article 2, Preamble

Topic 66: Read & Know YOUR documents

Topic 67: Filling out the Trust Indenture

Topic 68: Adding Property like your offspring to the Trust

Topic 69: Witnesses to the Trust conveyance / Fidelity Ceremony

Topic 70: Lawful & LEGAL consideration for the Trust

Topic 71: Article 3- Intention

Topic 72: Article 4- Rights

Topic 73: Article 5 – The Purpose of the Trust

Topic 74: Article 6 – Trust Property

Topic 75: Article 8- Trustees Administrative Powers

Topic 76: Article 9 – Trustee Indemnification

Topic 77: Article 10 – Irrevocability & Article 11 – Situs

Topic 78: Article 12 – Acknowledgment

Review of the trust indenture

Chapter 8: Trust Documents 11 Topics

Lesson Content

0% Complete 0/11 Steps

Topic 79: On the Bank Accounts

Topic 80: Power of Attorney

Topic 81: Indemnity Bond

Topic 82: Security Agreement

Topic 83: Public Disputes

Topic 84: Subordination of Debtor’s Debts

Topic 85: This Whole Global game is about Banking, Commerce and Contracts

Topic 86: The Beneficiary working WITH the Treasury to Audit the Accounts, aka W4 sandwich

Topic 87: Visuals of the Accounts on the Private Side of the Ledger

Topic 88: Schedule A

Topic 89: Schedule B

Chapter 9: UA Documents: Minutes of The Meeting & Guest Speakers 17 Topics

Lesson Content

0% Complete 0/17 Steps

Topic 90: Review of the “Agreement” Documents

Topic 91: The iterations of your All Caps Name

Topic 92: Minutes of the meetings

Topic 93: Marketing & Advertising Strategies in the Minutes

Topic 94: Let’s finish up the Minutes of the meeting and review

Topic 95: Minutes of the meeting- Article 1: Attendance

Topic 96: Minutes of the meeting- Article 2: Administrative Amendments

Topic 97: Minutes of the meeting- Article 3: Association Agenda

Topic 98: Minutes of the meeting- Article 4: Operations

Topic 99: Minutes of the meeting- Article 5: Holding Companies & Banking

Topic 100: Minutes of the meeting- Article 6: Currently Held Assets

Topic 101: Minutes of the meeting- Article 7: Intellectual Property

Topic 102: Minutes of the meeting- Article 8: Marketing & Community Engagement

Topic 103: Minutes of the meeting- Article 9: Next Meeting and Acknowledgement

Topic 104: Quick review of the minutes

Topic 105: Guest Speaker-CRA Issues before Registered Clients- Devon

Topic 106: Guest speaker #2: Ali

Chapter 10: UA Documents: Constitution & Bylaws 12 Topics

Lesson Content

0% Complete 0/12 Steps

Topic 107: Constitution

Topic 108: Member examples of customized Constitutions

Topic 109: Setting up Payment providers -merchant systems to your accounts

Topic 110: Guest Chris | Some property challenges

Topic 111: Guest Chris | Business Problems Solved

Topic 112: Bylaws

Topic 113: Bylaws | Article 1 & 2 | Offices & Board of Trustees (BOT) Section 1-6

Topic 114: Bylaws | Article 3 | Committees Section 7-13

Topic 115: Bylaws | Article 4 | Administrators Section 14-25

Topic 116: Bylaws | Article 5 | Miscellaneous Section 26-31

Topic 117: Bylaws | Article 6 | Notices Section 32

Topic 118: Bylaws | Article 7 | Amendments Section 33

Chapter 11: UA Documents: Notices & Membership Waiver 5 Topics

Lesson Content

0% Complete 0/5 Steps

Topic 119: Quick Review of Bylaws

Topic 120: Notice to Client

Topic 121: Notice to FOREIGN AGENTS

Topic 122: Member / Client Waiver Form

Topic 123: Example PMA Agreements

Chapter 12: Benevolence in Business, Endorsements, Processor Server 8 Topics

Lesson Content

0% Complete 0/8 Steps

Topic 124: What is Benevolence in your Business?

Topic 125: Rules of Signatures granting the trust by Christian Walters

Topic 126: Financing Statements

Topic 127: What does a Process Server Do?

Topic 128: Elaborating on the documents going to the Process Server

Topic 129: Some documents are legal size and some letter size

Topic 130: Enforcing trust property- Example a bank account

Topic 131: A little on the W4 Audit process

Chapter 13: Financing Statements & Creating Your List for UCC and PPSR filing 2 Topics

Lesson Content

0% Complete 0/2 Steps

Topic 132: Financing Statement- Creating Your List for UCC and PPSR filing

Topic 133: Nicholas | Financing Statement experiences

Chapter 14: Chapter 14: Financing Statements Review, Business Operations, Process Server Preparation 13 Topics

Lesson Content

0% Complete 0/13 Steps

Topic 134: Review on Financing Statements, Etc

Topic 135: Alberta.ca- Personal Property Liens

Topic 136: The Financing Statement Form- PPSA Security Agreement

Topic 137: Filling out the Form Example

Topic 137a: PPSR Filing for British Columbia

Topic 138: Form #2- Attachment Order Financing Statement

Topic 139: Questions about filling out the Financing Statement

Topic 140: Managing the Accounts

Topic 141: What is a payment processor?

Topic 142: Question about Assigner & Agricultural lean

Topic 143: Angela’s UCC Financing Statement Example & Step by Step walk through

Topic 144: Step-by-step Instructions for Process Server logistics

Topic 145: Remember to Squash Overwhelm

Chapter 15: Dealing with Banks & Real World Experiences 12 Topics

Lesson Content

0% Complete 0/12 Steps

Topic 147: Review- Bank Coaching Tips

Topic 148: Angela’s First Experience with the Bank

Topic 149: First Guest Speaker: Francisco

Topic 150: Q&A with Fransisco

Topic 151: Guest Speaker: Nathan

Topic 152: Q&A with Nathan

Topic 153: Short story of a Banking experience as an Advisor for a Client

Topic 154: Third Guest Speaker: Ali

Topic 155: Guest Speaker Ali: Tips and Advice

Topic 156: Last Guest Speaker: Ato

Topic 157: Question Period

158: Bonus Topic: Voucher/ Traffic Ticket information

Chapter 16: Course Review 30 Topics

Lesson Content

0% Complete 0/30 Steps

Topic 159: Why banking is the major component of this course and why banking is actually just about contracts

Topic 160: The system of Government that we happen to be in an Implied Relationship with

Topic 161: The landscape of this Government Contract that we’ve entered into

Topic 162: N A I C S codes website -North American Industry Classification System

Topic 163: PIBs in government Civil Structures

Topic 164: What are these Contracts we enter into?

Topic 165: Benefits & Privileges of these Contracts & Disadvantages

Topic 166: Your Rights to the Contract

Topic 167: Visiting your current location in the Sea of Commerce

Topic 168: Salvage Claims

Topic 169: Administrative Protection – Foundational Documents

Topic 170: PMAs & Securing the Estate

Topic 171: Security and the Estate for the Legal Person

Topic 172: Administrative Set Up: PMA

Topic 173: Un-INC Vs PMA

Topic 174: Where do we get this Un-incorporation?

Topic 175: Commercial use of a Un-Incorporation

Topic 176: Function of the Registered Client -Trust/Other

Topic 177: Example of a Registered Client

Topic 178: Review on KYT Protocol or Procedure

1 of 2

PMA Structuring & Banking Solutions

Course Content

Course Includes