About
My name is Roccy DeFrancesco, JD, CWPP™, CAPP™, CMP™ and I am the Founder of The Wealth Preservation Institute (www.thewpi.org) and Co-Founder of the Asset Protection Society (www.assetprotectionsociety.org).
Welcome to this unique web-site wherein I pull back the veil on one of my least favorite plans being sold in the financial services industry (IRA Rescue using life insurance). If you’d like to check out a few of my other consumer protection web-sites, click on the following links:
www.section79plans.net
www.www-stopsittingonyourassets.com
www.www-missedfortune101.com
www.badadvisors.com
The following is my biographical information. If you have any questions about this site, anything you don’t feel comfortable about that you’ve been pitched by an advisor, or simply to discuss your personal situation, e-mail me at roccy@wealthpreservationinstitute.com or call me at 269-216-9978 (direct).
Education
I received my his B.S. degree from Embry Riddle Aeronautical University (where I also received my commercial pilot’s license) and my J.D. from Valparaiso University School of Law. I am licensed to practice law in both Michigan and Indiana.
Published books:
- Peace of Mind Planning: Losing Money is No Longer an Option©
- Retiring Without Risk©
- Bad Advisors: How to Identify Them; How to Avoid Them©
- The Doctor’s Wealth Preservation Guide©
- The Home Equity Acceleration Plan, H.E.A.P© (with accompanying software program)
- The Home Equity Management Guidebook: How to Achieve Maximum Wealth with Maximum Security©
- Editor: The Medicaid Planning Guidebook©
Professional Accomplishments
- Founder of The Wealth Preservation Institute
- Creator of the Certified Wealth Preservation Planner, CWPP™
- Creator of the Certified Asset Protection Planner, CAPP™
- Creator of the Certified Medicaid Planner, CMP™
- Co-Founder of the Asset Protection Society
- Founder of the Home Equity Acceleration Plan© Charitable Foundation
- Advisory board for the Doctor Patient Medical Association
Professional Journals and Published Articles (an abbreviated list)
- Orthopedics Today
- The Rake Report, Price Waterhouse
- Anesthesiology News
- Indiana Bar Journal
- Strategic Orthopedics
- CPA Journal National Underwriter
- Insurance Selling Magazine
- MD Life Magazine
- Physician Money Digest
- Financial Planning Magazine
- Life Insurance Selling
- Strategic Orthopedics
- Physician News Digest
- Money Digest OB/GYN Newsletter
- Today’s CPA
- American Urological Association News
Lectures and Key Note Speaking on Asset Protection (an abbreviated list)
- Association of American Physicians and Surgeons
- California Orthopedic Association
- The American Academy of Medical Management
- CPA/Law Forum of Illinois
- Indiana State Medical Association
- National Association of Accountants
- The Orthopedic Surgeon Income Symposium
- Ohio State Medical Association
- California Association of Emergency Physicians
- PAHCOM, BONES, and TXMGMA
- CNBC Open Exchange, contributor
- MI, OH, IN and KY CPA Societies
- The National Funeral Home Directors Association
- Mid-America Orthopedic Association
- Academy of Medicine, Cincinnati
- Society of Financial Services Professionals