THE LEGACY BUILDER COURSE: YOUR ESSENTIAL TOOL FOR CREATING A LASTING FAMILY AND FINANCIAL LEGACY

The Legacy Builder Course is a highly valuable resource designed to help you intentionally and wisely begin building your family's financial future.

The course includes:

• The Legacy Builder VIDEO course

• A comprehensive forty-three-page workbook to support you in applying everything you learn from the course

THE COURSE IS STRUCTURED INTO THREE KEY PHASES OF LEGACY PLANNING

INITIATING A LASTING FAMILY LEGACY

In this section, you'll learn how to:

• Establish your family trust.

• Engage your children in the legacy-building process, ensuring their long-term productivity and success.

• "Keep the money together" by implementing the Rockefeller Method and setting up your financial structure correctly.

• Automate paying yourself first.

THE FAMILY CONSTITUTION

This section provides guidance on how to:

• Develop a Family Constitution that prevents your heirs from becoming spoiled and safeguards your legacy.

• Clearly define your family legacy to create a clear vision of what you're building.

• Choose your Board of Trustees for your family trust.

FAMILY MEETINGS AND RETREATS

This section offers detailed support on how to:

• Organize productive and beneficial family meetings.

• Establish family values, rules, traditions, rituals, habits, and goals.

• Create your family crest, mantra, and creed.

• Educate your kids about money.