Len Forster

Advanced Spanish Syntax, Income Producing Real Estate Investment Analysis, Financial Planning Teacher
ZURICH, SWITZERLAND

Member since: Mar 12, 2010

Last active on: Oct 27, 2010 at 07:00 AM (EST)

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Teaching Preferences

Online Teaching

One-on-One at $30-40 per hour

In Person Teaching

One-on-One at $30-40 per hour

Group Teaching at $20-30 per hour

Offers free trial classes

Teaches following Subjects/Exams
Advanced Spanish Syntax (Bachelor of Arts: Spanish)
Language of Instruction: English
Income Producing Real Estate Investment Analysis (Real Estate)
Language of Instruction: English
Financial Planning (Others)
Language of Instruction: English
Investment Banking (Others)
Language of Instruction: English
Life insurance (Insurance)
Language of Instruction: English
Language (Others)
Language of Instruction: English
Language (Others)
Language of Instruction: English
Language (Others)
Language of Instruction: English, Spanish
Language (Others)
Language of Instruction: English, Spanish
Teaching Experience

Instructor

Asset Protection Trusts, The Next Generation, Spain

Apr 2002 - Apr 2002

Asset Protection Trusts


This was a 3-day program on investments and financial privacy presented to private individuals and sponsored by "The Q" privacy newsletter

Instructor/Presenter

Australian Association of Private Investors, Singapore

Oct 2001 - Oct 2001

Issues related investments and financial privacy


This was an all-day seminar addressing the issues of investment and financial privacy with a focus on international banking and limited partnership investments.

Instructor

Bang & Olafsen, SA, Spain

Feb 2000 - Feb 2000

Setting Goals and Managing Expectations


A half-day seminar presented to executives and sales staff of Bang & Olafsen, SA.

Instructor

Banco de Abogados, Spain

Mar 1999 - Mar 1999

Evaluating Income Producing Real Estate


A One-Day seminar to the local bar association specifically addressing the issues involved in evaluating and valuing income producing real estate.

Instructor

Readers Group, Canada

Jul 1998 - Jul 1998

Threats Financial Privacy


A sadly prophetic presentation of the threats to financial privacy, which threats have since come to pass, primarily because of the passage of the U.S. Patriot Act.

Instructor

Banco de Abogados, Spain

Oct 1994 - Oct 1994

Avoiding Tax Foreign Buyers and Offshore Companies


Use of multiple jurisdictions for the purchase of real estate in Spain, structured in such a way as to a.) avoid the tax on offshore corporations, or b.) the tax on non-Spanish nationals, and c.) maintain the privacy of one's financial transactions in real estate in Spain.

Instructor/National Coordinator

IBM Corporation, United States

Sep 1988 - Dec 1989

Personal Financial Planning Early Retirees


This was a series of 35 one-day seminars for IBM executives who were being presented with an early retirement offer, in order to help them make the decision as to whether or not to accept the offer and how to financial structure their lives after early retirement, including all tax issues.

Instructor

AT & T, United States

Jan 1989 - Dec 1989

Financial Planning Early Retirees


This was a series of 15 one-day seminars for AT & T executives who were being presented with an early retirement offer, in order to help them make the decision as to whether or not to accept the offer and how to financial structure their lives after early retirement, including all tax issues.

Adjunct Professor

University of Kentucky (Community College), United States

May 1985 - Oct 1987

Personal Financial Planning


According to the Dean of the College, this was the most successful adult continuing education program in the history of the University of Kentucky Community College System up until that time.

Adjunct Professor

College for Financial Planning, United States

Jan 1985 - Jun 1987

10 Part Professional Preparation Course leading Certified Financial Planner designation.

Instructor

West Virginia Bar Association/Estate Planning Council, United States

Mar 1985 - May 1987

Charitable Planned Giving Techniques and Applications


A series of 2-hour presentations on this subject as it relates to income and estate tax planning for the benefit of the Tri-State Area Council of the Boy Scouts of America.

Dollars & Sense Talk Television Program

Public Broadcasting Television, United States

Oct 1985 - May 1986

Financial Planning Talk Show

Instructor

Century 21 of Southern Florida, Inc., United States

May 1979 - Jun 1981

Real Estate Investment Planning


This was a series of one week seminars leading to the Century 21 Certified Investment Counselor designation in commercial and investment real estate.

Adjunct Professor

Ft. Lauderdale College, United States

Sep 1980 - Jun 1981

Principles Management, Investments, Real Estate

Professional Experience
Financial Planner
Center for Financial Planning, Inc., Florida, United States
Apr 1970 - Dec 1993
Branch Office Manager
Securities America, Inc., Georgia, United States
Aug 1987 - Dec 1993

Securities America is a Member firm of the National Association of Securities Dealers.

CEO/Principal
Center for Financial Planning, Georgia, United States
Apr 1970 - Dec 1993

This organization was a Registered Investment Advisory firm under the Investment Advisor Act of 1940.

Director, Investment Division
Century 21 of Southern Florida, Inc., Florida, United States
Apr 1979 - Jul 1980
Assistant Agency Manager
Mutual Life Insurance Company of New York, Florida, United States
Nov 1968 - Apr 1970
Education

Certificate Course

Royal Canadian Mounted Police, British Columbia, Canada

Nov 2000 - Nov 2000

Pre-doctoral

Universidad de M?laga, Spain

Aug 1996 - May 1997

Certificate Course

Purdue University, Indiana, United States

Oct 1969 - Oct 1986


I attended this one-week program five times in seventeen years.

Certified Financial Planner

College for Financial Planning, Colorado, United States

Feb 1984 - Oct 1985

Master in Business Adminstration

Nova Southeastern University, Florida, United States

Sep 1980 - Dec 1981

Bachelor of Arts, Psychology

Florida Atlantic University, Florida, United States

Jan 1968 - May 1977


Attendance with a break for military service and a career. Graduated with a GPA of 3.6.

Certificate Course

University of Miami School of Law, Florida, United States

Jun 1971 - Jun 1971


A one-day program of the Heckerling Estate Planning Institute of the University of Miami School of Law

Professional Exams & Certifications

General Securities Principal, Series 24

National Association of Securities Dealers, United States

Year Of Passing: 1990

RESSI Certification Exam

Real Estate Securities and Syndication Institute, United States

Year Of Passing: 1990

RESSI, Certified Member of the Real Estate Syndication and Securities Institute (No longer in effect

Georgia, United States

Year Of Passing: 1990

Certified Financial Planner (No longer in effect)

Colorado, United States

Year Of Passing: 1985

Certified Financial Planner

International Board of Standards and Practices for Certified Financial Planners, United States

Year Of Passing: 1985

Registry of Financial Planning Practitioners

International Association for Financial Planning, Registry of Financial Planning Practitioners, United States

Year Of Passing: 1985


I was also the winner of the annual case study competition in 1986.

Securities Branch Office Supervisor, Series 8

National Association of Securities Dealers, United States

Year Of Passing: 1985

Registered Real Estate Broker

West Virginia Real Estate Commission, United States

Year Of Passing: 1982

Certified Investment Counselor (No longer in effect)

Florida, United States

Year Of Passing: 1981

Registered Representative, Series 7

National Association of Securities Dealers/NYSE, United States

Year Of Passing: 1981

Teaching Certificate

Florida, United States

Year Of Passing: 1977

Registered Real Estate Broker

Florida Real Estate Commission, United States

Year Of Passing: 1973

Registered Representative, Series 6

National Association of Securities Dealers, United States

Year Of Passing: 1970

Uniform State Securities Exam, Series 22

Florida Division of Securities, United States

Year Of Passing: 1970

Associations & Membership
Member, Registry of Financial Planning Practitioners
Georgia, United States
Jan 1986 - Dec 1993

The Registry of Financial Planning Practitioners is a peer recognition organization for Financial Planning practitioners who meet the highest standards of competency.

Who's Who in Finance and Industry
Georgia, United States
Jan 1990 - Dec 1993
Who's Who in the South
Georgia, United States
Jan 1992 - Dec 1993
President, WV Chapter of the International Association for Financial Planning
West Virginia, United States
Jan 1986 - Sep 1987
President, Tri-State Area Council of the Boy Scouts of America
West Virginia, United States
Mar 1985 - Aug 1987
Distinguished Eagle Scout Nominee
West Virginia, United States
May 1987 - May 1987
Registry of Financial Planning Practitioners
Georgia, United States
May 1986 - May 1986

Winner of the 1986 Registry of Financial Planning Practitioners' Annual Financial Planning Case Study Competition. My case study was an estate, financial, tax, and investment plan for a client with a $40,000,000 net worth.

Publications and Research
The Language Heretic's Super Crash Course in Spanish Conversation & Culture
L. Adams

This book is a course I wrote to teach English speakers to "Get By" in Spanish in One to Three Weeks. L. Adams is a pseudonym for Len Forster

Privacy Alert
Len Forster under pseudonym

This book was written to explain the various invasions of our personal and financial privacy by government and big business, outlining various techniques to mitigate such invasions, particularly with respect to protection of one's financial privacy. Frederick H. Miller is a pseudonym for Len Forster.

Financial Decision Making Guide
Len Forster

This was a privately published guide for use of AT&T executives who were presented with an early retirement offer in 1989.

Personal Financial Planning
Len Forster

This book was a financial decision making guide published privately for benefit of executives of the IBM Corporation who were being presented with early retirement offers in 1988 and 1989.

Real Estate Investment Planning
Len Forster, Consulting Editor

This publication was a loose-leaf, periodically updated, legal and practical guide to real estate investments and investment planning.

Life Insurance Planning
Len Forster, Consulting Editor

This publication was a loose-leaf, tax-oriented guide to the advanced uses of Life Insurance.

Using the Tax Law to Influence Social Responsibility
Len Forster/Cindy Lowry

Senior level thesis exploring the use of tax legislation by government to influence the social policy and social responsibility of both businesses and individuals.

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