Please click on any of the Blue-HyperText-Links below to begin the Downloading of documents within this Resources section of the TWP website. As the TWP website evolves, these documents will be organized more so like that of a library; possibly with folders or sub-directories.
And please also note that the Golden Swan monthly newsletter will be kept in the Newsletter tab of the TWP website.
Thank you for visiting TWP and for your patience.
Note: If you have difficulty opening the Zip files please reach out to me.
1 – Full CIC Course in PDF — Alpha version. **Link Removed. Please download 2 Zipped Half’s of the CIC Course below in links #2 and #3.
2 – 1st Half of the CIC Course in PDF — Alpha version. Updated zipped file size is approx. 10Mb. CIC-Course-1stHalf-Alpha-PDFs
3 – 2nd Half of the CIC Course in PDF — Alpha version. Updated zipped file size is approx. 11Mb. CIC-Course-2ndHalf-Alpha-PDFs
4 – The Condensed Overview to Wealth Management for Business Owners (draft June 12 2017 version; approx. 581Kb). TWP — Condensed Overview – Wealth Management for Business Owners — June 12 2017 — good draft
5 – Graph of S and P 500 — 20 Years — With Crosses (Golden Cross and Death Cross; 1 page in PDF; 80Kb). TWP – S and P 500 20 Years Crosses
6 – The Beep Brief FINAL — submitted June 9th 2017 — with a few minor edits afterwards — 2.4Mb. The Beep Brief — Embedded Commission Response — Trusted Wealth Professionals — FINAL
7 – The Beep Brief Back Matter FINAL — submitted June 9th 2017 — with a few minor edits afterwards — 1.9Mb. The Beep Brief Back Matter — Embedded Commission Response — Trusted Wealth Professionals — FINAL
8 – Letter to FINA (in PDF) — Consumer Protection and Oversight in Relation to Schedule I Banks — CC Wayne Easter PC MP. FINA Response — Consumer Protection and Oversight in Relation to Schedule I Banks — CC Wayne Easter — updated June 22 2017
9 – CIC Course Summary with Times and Notes; aka ‘The CIC CheckList’ (1 page in PDF). CIC Course Summary Sheet
10 – TWP Media PDFs; about 2Mb in size. TWP Media PDFs with Pyramid
