Back to Course
PMA Structuring & Banking Solutions
0% Complete
0/0 Steps
-
PROGRAM ROAD MAP - includes Weekly Instructions, Assignments and Slidedecks
-
Chapter 1: Introduction to Banking, Organization, Contracts and Laws12 Topics
-
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
-
Topic 1: Contracts and Laws
-
Chapter 2: Unincorporated Associations, PMA's, Tax Exemptions19 Topics
-
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
-
Topic 13: What is a PMA?
-
Chapter 3: Getting your Tax Exempt Entities9 Topics
-
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
-
Topic 33: Overview of Law Jurisdictions
-
Chapter 4: Reviewing Benefits of the Entities and a Guest Speaker on his Entities2 Topics
-
Chapter 5: Live Life Claim and Shopping LIst2 Topics
-
Chapter 6: Document Set Review and Trust conversations17 Topics
-
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
-
Topic 46: Overview of Program Structure
-
Chapter 7: The Trust Indenture Articles17 Topics
-
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
-
Topic 63: Declaration of Trust/ Trust Indenture
-
Chapter 8: Trust Documents11 Topics
-
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
-
Topic 79: On the Bank Accounts
-
Chapter 9: UA Documents: Minutes of The Meeting & Guest Speakers17 Topics
-
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
-
Topic 90: Review of the "Agreement" Documents
-
Chapter 10: UA Documents: Constitution & Bylaws12 Topics
-
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
-
Topic 107: Constitution
-
Chapter 11: UA Documents: Notices & Membership Waiver5 Topics
-
Chapter 12: Benevolence in Business, Endorsements, Processor Server8 Topics
-
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
-
Topic 124: What is Benevolence in your Business?
-
Chapter 13: Financing Statements & Creating Your List for UCC and PPSR filing2 Topics
-
Chapter 14: Chapter 14: Financing Statements Review, Business Operations, Process Server Preparation13 Topics
-
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
-
Topic 134: Review on Financing Statements, Etc
-
Chapter 15: Dealing with Banks & Real World Experiences12 Topics
-
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
-
Topic 147: Review- Bank Coaching Tips
-
Chapter 16: Course Review30 Topics
-
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
-
Topic 179: Discovering the Annuities in the Contract
-
Topic 180: The Trust is an Agreement between the two parties, Trust & Association/Society
-
Topic 181: Minutes of the Meetings, POA, Indemnity Bond
-
Topic 182: Review of the Constitution
-
Topic 183: Review of Bylaws
-
Topic 184: Review Waivers, Notices & Notices to Agents
-
Topic 185: Review Endorsements & Financing Statements
-
Topic 186: Review on Managing the Accounts (Bank Accounts)
-
Topic 187: Review on Getting a PPSR account
-
Topic 188: Review on Bank Coaching, Tips & Scenarios
-
Topic 159: Why banking is the major component of this course and why banking is actually just about contracts
Lesson 6,
Topic 2
In Progress
Topic 45: Live Life Claim – creating one
Lesson Progress
0% Complete
Creating One
Walk through of document
Witnesses