Building Wealth That Lasts: March 31st – May 26th 2021
Wednesdays from 4:00 – 5:30 PM (CST)

We know your time is precious, which is why we created this course. Instead of taking years to complete, you can create your Legacy Plan in less than three months. We revolutionized the process to provide you with a flexible framework that you customize to meet your family’s needs. During this course you will receive guidance, encouragement and an accountability partner. In just 9 weeks you will have the foundational plans to protect your wealth and your family for generations to come. If you are looking for results, this is the program for you.

  • Personal Legacy Plan: Define your impact, how you want to be remembered, and how you want to experience life.
  • Care Plan for Aging: Ensure you have the funds to enjoy quality of life throughout your entire life.
  • Personal Preparation Plan: Feel confident about your retirement by being prepared for emergences.
  • Stewardship Plan: Use your wealth to positively impact the world.
  • Family Unity Plan: Create family harmony with a culture of we of me.
  • Family Development Plan: Identify the character and skills family members need to succeed.
  • Brain Trust: Assemble a board of directors to provide continuity of wisdom to your spouse and the next generation.
  • Family Constitution: A document to provide guiding principles and conflict management for the next three generations.
  • Sustainable Wealth Plan: System to grow, manage and protect wealth for the next 100 years.
Building Wealth That Lasts