The Passive Income Playbook: From Foundations to Financial Freedom (2 hours) - OnDemand Webcast

Overview

Passive income doesn’t require substantial capital’it can begin with expertise. In The Passive Income Playbook, Paul Mladjenovic, CFP® Board Emeritus, outlines a practical framework for turning intellectual capital into recurring revenue. The course also connects income creation to core financial planning topics, including bonds, dividends, tax reporting, and self-employed retirement strategies. Designed for accounting and finance professionals, this session expands your approach to income diversification, tax efficiency, and long-term financial resilience.

Highlights

Prerequisites

Work experience in a corporate staff environment, or an introductory course in finance.

Objectives

• Identify the components of the AB Strategy (Offering and Platform) and recognize how knowledge and intellectual capital can be structured into income-producing assets
• Distinguish major digital platforms and describe how they facilitate scalable recurring revenue
• Identify traditional income vehicles and distinguish basic risk, yield, and tax characteristics
• Recognize key tax considerations for business and royalty income

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!