STEP 3 - Intro to Wealth Literacy [Twelve Month Legacy Calendar and Family Workshops]
Grooming your Mind to Create the LIFE you only dreamt of until NOW!
Workshop in Personal Growth and Professional Development starting with Budgeting and an Introduction to Building A Financial Legacy.
HOW TO INTERACT WITH THE COURSE.
The Anatomy of a Family Meeting - How to Make the Most of Your Family Meetings.
The End Game - What is Estate Planning?
PARLIAMENTARY RULES OF ORDER
Legacy Calendar 2021 -2022
Make Sure YOU Download your Legacy Calendar 2021-2022
How to Create and Use Your Monthly Budget.
A Lecture on the Importance of Budgeting.
The Money Game
January Work Book Quiz
Quiz - What is just as important as making money?
FEBRUARY - GETTING OUT OF DEBT
February Work Book Quiz
Quiz - Why is it important to Get and Stay Out of Debt?
MARCH - Developing a Wealth Building Strategy
March Work Book Quiz
MARCH QUIZ - HOW TO DEVELOP A WEALTH BUILDING STRATEGY?
APRIL - SKILL DEVELOPMENT AND TIME MANAGEMENT
April Work Book Quiz
APRIL QUIZ - SKILL DEVELOPMENT AND TIME MANAGEMENT
MAY - LEARN TO CREATE WEALTH WHILE YOU ARE EMPLOYED.
May Work Book Quiz
MAY QUIZ - LEARN TO CREATE WEALTH WHILE YOU ARE EMPLOYED.
JUNE - BUILDING GENERATIONAL WEALTH.
June Work Book Quiz
JUNE QUIZ - BUILDING GENERATIONAL WEALTH.
JULY - THE RELATIONSHIP BETWEEN THE HOME AND BUSINESS BUDGET.
July Work Book Quiz
JULY QUIZ - THE RELATIONSHIP BETWEEN THE HOME AND BUSINESS BUDGET.
AUGUST - UNDERSTANDING BANKRUPTCY.
August Work Book Quiz
AUGUST QUIZ - UNDERSTANDING BANKRUPTCY.
SEPTEMBER - UNDERSTANDING THE IMPORTANCE OF ESTATE PLANNING.
September Work Book Quiz
SEPTEMBER QUIZ - UNDERSTANDING THE IMPORTANCE OF ESTATE PLANNING.
OCTOBER - CREATING WEALTH BY UNDERSTANDING THE TAX LAWS.
October Work Book Quiz
OCTOBER QUIZ - CREATING WEALTH BY UNDERSTANDING THE TAX LAWS.
NOVEMBER - PREPARING FOR YOUR RETIREMENT NEEDS.
November Work Book Quiz
NOVEMBER QUIZ - PREPARING FOR YOUR RETIREMENT NEEDS.
DECEMBER - ASSET PROTECTION PLANNING.
December Work Book Quiz
DECEMBER QUIZ - ASSET PROTECTION PLANNING.
COACH - MENTOR RELATIONSHIP
(#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
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