STEP 3 - 52 - Week Family Wealth Literacy and Relationship Building Workshop

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Course curriculum

1. Introduction to Grooming your Mind to Create the LIFE you only dreamt of until NOW!
1. Workshop in Personal Growth and Professional Development starting with Budgeting and an Introduction to Building A Financial Legacy.
2. HOW TO INTERACT WITH THE COURSE.
1. The Anatomy of a Family Meeting - How to Make the Most of Your Family Meetings.
2. The End Game - What is Estate Planning?
1. PARLIAMENTARY RULES OF ORDER
1. Make Sure YOU Download your Wealth Legacy Calendar
2. How to Create and Use Your Monthly Budget.
3. A Lecture on the Importance of Budgeting.
4. 12 Month Legacy Calendar
1. The Money Game
2. January Work Book Quiz
3. Quiz - What is just as important as making money?
4. Audio Chapter One - The Money Game
1. FEBRUARY - GETTING OUT OF DEBT
2. February Work Book Quiz
3. Quiz - Why is it important to Get and Stay Out of Debt?
4. Audio Chapter 2 - Getting Out of Debt
1. MARCH - Developing a Wealth Building Strategy
2. March Work Book Quiz
3. MARCH QUIZ - HOW TO DEVELOP A WEALTH BUILDING STRATEGY?
4. Audio Chapter 3 - Developing a Wealth Building Strategy
1. APRIL - SKILL DEVELOPMENT AND TIME MANAGEMENT
2. April Work Book Quiz
3. APRIL QUIZ - SKILL DEVELOPMENT AND TIME MANAGEMENT
4. Audio Chapter 4 - Skills Time Management and College
1. MAY - LEARN TO CREATE WEALTH WHILE YOU ARE EMPLOYED.
2. May Work Book Quiz
3. MAY QUIZ - LEARN TO CREATE WEALTH WHILE YOU ARE EMPLOYED.
4. Audio Chapter 5 - Introduction to Financial Instruments
1. JUNE - BUILDING GENERATIONAL WEALTH.
2. June Work Book Quiz
3. JUNE QUIZ - BUILDING GENERATIONAL WEALTH.
4. Audio Chapter 6 - Starting a Business While Employed
1. JULY - THE RELATIONSHIP BETWEEN THE HOME AND BUSINESS BUDGET.
2. July Work Book Quiz
3. JULY QUIZ - THE RELATIONSHIP BETWEEN THE HOME AND BUSINESS BUDGET.
4. CK7-RELATIONSHIP BETWEEN HOME AND BUSINESS BUDGET_0001.output
1. AUGUST - UNDERSTANDING BANKRUPTCY.
2. August Work Book Quiz
3. AUGUST QUIZ - UNDERSTANDING BANKRUPTCY.
4. Audio Chapter Eight - Understanding Bankruptcy
1. SEPTEMBER - UNDERSTANDING THE IMPORTANCE OF ESTATE PLANNING.
2. September Work Book Quiz
3. SEPTEMBER QUIZ - UNDERSTANDING THE IMPORTANCE OF ESTATE PLANNING.
4. Audio Chapter Nine - The Importance of Estate Planning
1. OCTOBER - CREATING WEALTH BY UNDERSTANDING THE TAX LAWS.
2. October Work Book Quiz
3. OCTOBER QUIZ - CREATING WEALTH BY UNDERSTANDING THE TAX LAWS.
4. Audio Chapter ten - The Importance of Tax Planning
1. NOVEMBER - PREPARING FOR YOUR RETIREMENT NEEDS.
2. November Work Book Quiz
3. NOVEMBER QUIZ - PREPARING FOR YOUR RETIREMENT NEEDS.
4. Audio Chapter Eleven - Preparing for your Retirement Needs
1. DECEMBER - ASSET PROTECTION PLANNING.
2. December Work Book Quiz
3. DECEMBER QUIZ - ASSET PROTECTION PLANNING.
4. Audio Chapter 12 - Introduction to Asset Protection
1. COACH - MENTOR RELATIONSHIP
1. (#1) Blank Budget Worksheet
2. (#2) 12 Month Legacy Calendar Years 2021 -2022
3. (#3) Legacy Calendar Workbook
4. (#4) Meeting Agenda
5. (#5) Statement of Assets and Liabilities
6. (#6) Statement of Revenues and Expenses
7. (#7) Setting Goals
8. (#8) Things to do list to Complete Your Goals
9. (#9) The Resume
10. (#10) Business Plan
1. Audio 1 OF 5 - Escaping Generational Poverty - 9:3:21, 12.06 AM
2. Audio 2 OF 5 - The Inheritance of Poverty - It's all about the Men - 9:3:21, 12.00 AM
3. Audio 3 OF 5 - The Source of Poverty, is it American Culture? - 9:2:21, 11.54 PM
4. Audio 4 OF 5 - The Gap in multigenerational Wealth and Poverty - 9:2:21, 11.49 PM
5. Audio 5 OF 5 - Five (5) ways to address the inheritance of Poverty - 9:2:21, 11.40 PM

About this course

$67.00
74 lessons
0 hours of video content

STEP 3 - 52 - Week Family Wealth Literacy and Relationship Building Workshop

Buy $67.00

STEP 3 - 52 - Week Family Wealth Literacy and Relationship Building Workshop

Course curriculum

A Wealth Creation and Critical Thinking Workshop

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

The Family Meeting

Conducting an effective Family Business Meeting

Calendar Workbook Series

JANUARY MEETING

FEBRUARY MEETING

MARCH MEETING

APRIL MEETING

MAY MEETING

JUNE MEETING

JULY MEETING

AUGUST MEETING

SEPTEMBER MEETING

OCTOBER MEETING

NOVEMBER MEETING

DECEMBER MEETING

ESTABLISHING THE COACH - MENTOR RELATIONSHIP

Downloadable Forms

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

About this course

STEP 3 - 52 - Week Family Wealth Literacy and Relationship Building Workshop