Transforming wealth into a lasting legacy
- Take the Wealth Risk Assessment to discover the specific conditions that threaten your family’s future.
- Schedule your Discovery Call to discuss your goals and create your customized strategic plan.
- Education labs (September – May) with leaders from the estate planning industry.
- Participation in group legacy planning programs.
- Receive the monthly activity guide for practical application of Legacy Planning tools.
Wealth Risk Assessment:
It only takes a few minutes to discover hidden risks that threaten your family and your wealth. The Wealth Risk Assessment only takes a few minutes to answer the eight simple questions. Once you know the specific risks, It’s easy to craft a plan to mitigate the risk.
Once you know the risks, you can take specific action to prevent their negative affects. During your 50-minute Discovery Call, we will reviews your risks, identify your most important goals and create a custom strategic plan. By the end of this session, you will have a prioritized plan of action to protect your family’s future.
Education Labs September – May
(1st Tuesday @ 3:00 PM CST):
To protect our member’s safety, the 2020-2021 Educational labs are being presented by webinar. Labs are scheduled on the first Tuesday of the month from September, 2020 through May 2021, at 3:00 to 4:30 PM CST. Lab dates are September 17, 2020, October 6, 2020, November 3, 2020, December 1, 2020, January 5, 2021, February 2, 2021, March 2, 2021, April 6, 2021, and May 4, 2021. Our theme this year is “Getting Started.” Educational labs focus on three major areas: communication and trust, preparing heirs and family mission statements. Click here to see Education Lab topics and presenters.
Group Legacy Planning Program
Each year we offer several group accountability programs.
Monthly Activity Guide:
Legacy Planning is a process. When done well, it can be an enjoyable, entertaining and enriching experience for the entire family. NTFEC members receive the Legacy Builder Blueprint, a monthly newsletter of bite size education nuggets, book recommendations, practical family activities, and recommendations for entertaining videos.