Course curriculum

  • 01

    A Wealth Creation and Critical Thinking Workshop

    • Introduction to Grooming your Mind to Create the LIFE you only dreamt of until NOW!

  • 02

    HOW TO BUILD GENERATIONAL WEALTH - A 12 Calendar Month Legacy Building Workshop

    • Workshop in Personal Growth and Professional Development starting with Budgeting and an Introduction to Building A Financial Legacy.

    • HOW TO INTERACT WITH THE COURSE.
  • 03

    The Family Meeting

    • The Anatomy of a Family Meeting - How to Make the Most of Your Family Meetings.

    • The End Game - What is Estate Planning?
  • 04

    Conducting an effective Family Business Meeting

    • PARLIAMENTARY RULES OF ORDER
  • 05

    Calendar Workbook Series

    • Make Sure YOU Download your Wealth Legacy Calendar

    • How to Create and Use Your Monthly Budget.

    • A Lecture on the Importance of Budgeting.

    • 12 Month Legacy Calendar

  • 06

    JANUARY MEETING

    • The Money Game

    • January Work Book Quiz

    • Quiz - What is just as important as making money?

    • Audio Chapter One - The Money Game
  • 07

    FEBRUARY MEETING

    • FEBRUARY - GETTING OUT OF DEBT

    • February Work Book Quiz

    • Quiz - Why is it important to Get and Stay Out of Debt?

    • Audio Chapter 2 - Getting Out of Debt
  • 08

    MARCH MEETING

    • MARCH - Developing a Wealth Building Strategy

    • March Work Book Quiz

    • MARCH QUIZ - HOW TO DEVELOP A WEALTH BUILDING STRATEGY?

    • Audio Chapter 3 - Developing a Wealth Building Strategy
  • 09

    APRIL MEETING

    • APRIL - SKILL DEVELOPMENT AND TIME MANAGEMENT

    • April Work Book Quiz

    • APRIL QUIZ - SKILL DEVELOPMENT AND TIME MANAGEMENT

    • Audio Chapter 4 - Skills Time Management and College
  • 10

    MAY MEETING

    • MAY - LEARN TO CREATE WEALTH WHILE YOU ARE EMPLOYED.

    • May Work Book Quiz

    • MAY QUIZ - LEARN TO CREATE WEALTH WHILE YOU ARE EMPLOYED.

    • Audio Chapter 5 - Introduction to Financial Instruments
  • 11

    JUNE MEETING

    • JUNE - BUILDING GENERATIONAL WEALTH.

    • June Work Book Quiz

    • JUNE QUIZ - BUILDING GENERATIONAL WEALTH.

    • Audio Chapter 6 - Starting a Business While Employed
  • 12

    JULY MEETING

    • JULY - THE RELATIONSHIP BETWEEN THE HOME AND BUSINESS BUDGET.

    • July Work Book Quiz

    • JULY QUIZ - THE RELATIONSHIP BETWEEN THE HOME AND BUSINESS BUDGET.

    • CK7-RELATIONSHIP BETWEEN HOME AND BUSINESS BUDGET_0001.output
  • 13

    AUGUST MEETING

    • AUGUST - UNDERSTANDING BANKRUPTCY.

    • August Work Book Quiz

    • AUGUST QUIZ - UNDERSTANDING BANKRUPTCY.

    • Audio Chapter Eight - Understanding Bankruptcy
  • 14

    SEPTEMBER MEETING

    • SEPTEMBER - UNDERSTANDING THE IMPORTANCE OF ESTATE PLANNING.

    • September Work Book Quiz

    • SEPTEMBER QUIZ - UNDERSTANDING THE IMPORTANCE OF ESTATE PLANNING.

    • Audio Chapter Nine - The Importance of Estate Planning
  • 15

    OCTOBER MEETING

    • OCTOBER - CREATING WEALTH BY UNDERSTANDING THE TAX LAWS.

    • October Work Book Quiz

    • OCTOBER QUIZ - CREATING WEALTH BY UNDERSTANDING THE TAX LAWS.

    • Audio Chapter ten - The Importance of Tax Planning
  • 16

    NOVEMBER MEETING

    • NOVEMBER - PREPARING FOR YOUR RETIREMENT NEEDS.

    • November Work Book Quiz

    • NOVEMBER QUIZ - PREPARING FOR YOUR RETIREMENT NEEDS.

    • Audio Chapter Eleven - Preparing for your Retirement Needs
  • 17

    DECEMBER MEETING

    • DECEMBER - ASSET PROTECTION PLANNING.

    • December Work Book Quiz

    • DECEMBER QUIZ - ASSET PROTECTION PLANNING.

    • Audio Chapter 12 - Introduction to Asset Protection
  • 18

    ESTABLISHING THE COACH - MENTOR RELATIONSHIP

    • COACH - MENTOR RELATIONSHIP
  • 19

    Downloadable Forms

    • (#1) Blank Budget Worksheet

    • (#2) 12 Month Legacy Calendar Years 2021 -2022

    • (#3) Legacy Calendar Workbook

    • (#4) Meeting Agenda

    • (#5) Statement of Assets and Liabilities

    • (#6) Statement of Revenues and Expenses

    • (#7) Setting Goals

    • (#8) Things to do list to Complete Your Goals

    • (#9) The Resume

    • (#10) Business Plan
  • 20

    Five (5) Audio Lectures on Creating Wealth with its Challenges and Opportunities

    • Audio 1 OF 5 - Escaping Generational Poverty - 9:3:21, 12.06 AM

    • Audio 2 OF 5 - The Inheritance of Poverty - It's all about the Men - 9:3:21, 12.00 AM

    • Audio 3 OF 5 - The Source of Poverty, is it American Culture? - 9:2:21, 11.54 PM

    • Audio 4 OF 5 - The Gap in multigenerational Wealth and Poverty - 9:2:21, 11.49 PM

    • Audio 5 OF 5 - Five (5) ways to address the inheritance of Poverty - 9:2:21, 11.40 PM