Financial Education
In this video series, you’ll check your financial foundation, learn practical planning for your legacy, and navigate family dynamics within your legacy conversation.
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Video 1: Your Money Past
Understanding how your first experiences with money are affecting you today
Identifying the money messages you heard as a child
Exploring themes that can help you course-correct your financial present and future
Understanding how your first experiences with money are affecting you today
Identifying the money messages you heard as a child
Exploring themes that can help you course-correct your financial present and future
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Video 2: Your Money Present
Naming some current financial situations you have anxiety about
Taking inventory of your financial wellness
Choosing an area of improvement to focus on
Naming some current financial situations you have anxiety about
Taking inventory of your financial wellness
Choosing an area of improvement to focus on
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Video 3: Your Money Future
The importance of investing in yourself with knowledge
How to invest in your future self with your finances
Dreaming about your financial legacy
The importance of investing in yourself with knowledge
How to invest in your future self with your finances
Dreaming about your financial legacy
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Video 1: Preparing a Game Plan
The importance of having a plan in place
Taking inventory of your planning status
Deciding on a secure location for your plan
The importance of having a plan in place
Taking inventory of your planning status
Deciding on a secure location for your plan
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Video 2: Practical Planning
Gathering a support team for your surviving spouse
Simple funeral arrangements
Helping loved ones celebrate your life
Gathering a support team for your surviving spouse
Simple funeral arrangements
Helping loved ones celebrate your life
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Video 3: Any Last Words?
Ensuring your relationships are healthy
Leaving nothing unsaid and mending broken relationships
Creating a communication plan for your loved ones
Ensuring your relationships are healthy
Leaving nothing unsaid and mending broken relationships
Creating a communication plan for your loved ones
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Video 1: Personalize Your Legacy
Honing in on your legacy message
Aligning your legacy to your values
Simple planning tools that preserve your legacy
Honing in on your legacy message
Aligning your legacy to your values
Simple planning tools that preserve your legacy
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Video 2: Decisions & Dynamics
Anticipating challenging family dynamics
Communicating tough decisions
Handling hard questions and emotions with care
Anticipating challenging family dynamics
Communicating tough decisions
Handling hard questions and emotions with care
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Video 3: The Gift of "What If"
Your legacy conversations are a gift
Preparing your heart and mind for these conversations
Creating a “why” that can guide your conversations
Your legacy conversations are a gift
Preparing your heart and mind for these conversations
Creating a “why” that can guide your conversations
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DOWNLOAD TH E COMPLETE GUIDEBOOK
You’ll have the option to download worksheets within each lesson, but why not get ahead of the game and download the complete guidebook all at once?!
Is this for me?
Individuals and families deserve practical resources that provide clear next steps for navigating challenging conversations surrounding the topics of inheritance and wealth transfer, “what if,” and legacy before a crisis forces uninformed, emotional decision-making.
Are you:
A parent of adult children
A child with aging parents
Preparing for wealth transfer conversations
If yes, then the Financial Education video series is for you!