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Generational Wealth Planning
Course Welcome & Syllabus
Course Welcome & Workplan (17:22)
Tell Us About Yourself
How to Stay in Touch & Get Help
Working with SEED Law
Working with SEED Collective
Education, but not Representation
PDFs & Downloadable Content
Course Workbook & Materials
Sample Forms & Documents
Research & Additional Resources
Personal Estate Planning & Inventory
An Introduction to Estate Planning (27:40)
Retirement Planning: An Overview (20:49)
Advanced Healthcare Directives (10:34)
Insurance Considerations
Business Succession Planning
An Introduction to Succession Planning (33:28)
Buying & Selling a Business (8:21)
Tax Considerations (29:11)
Legacy & Memorial Planning
Legacy Planning (5:46)
Memorial Planning (9:42)
Course Debrief & Closing Steps
Congratulations & Closing Steps
Share Your Success with Us!
Leave a Review
Tell Us About Yourself
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