Curriculum

1 Chapter · 8 Lessons

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Defining Legacy

    3. (Included in full purchase)

      Why Legacy Work Is Broken

    4. (Included in full purchase)

      The 5 Forms of Family Capital

    5. (Included in full purchase)

      Legacy vs. Estate Planning

    6. (Included in full purchase)

      The Advisor Advantage

    7. (Included in full purchase)

      Software at Work

    8. (Included in full purchase)

      Quick Check