Course Welcome & Workplan

Welcome to the Generational Wealth Planning for Entrepreneurs online course!

Generational wealth planning is a process by which a creator can plan for, document, and fund a strategy for intergenerational wealth development and transfer, the outcome of which can contribute to a legacy.

Life undoubtedly teaches this lesson, but the coronavirus pandemic has brought the issue to the forefront: We all transition from life the same way, and it’s worth having a discussion and creating a plan around. We don’t have to continue with the taboo, head in the sand approach about life, succession and estate planning. Developing a plan brings peace to the grantor and those they care about and ensures that the fruits of your labor will be realized now and to come. 

The purpose of this workshop is to serve as an educational foundation, a workplan and a conversation starter to begin your strategy around the development and transfer of complete wealth, including personal planning, estate planning, business succession planning, and legacy and memorial planning. Each topic will have it’s own module in this course, and I encourage you to use the workbook and resources to begin or update your plan. 

GWP Course Modules

Estate Planning- Estate planning is the systemic process of planning, anticipating, and arranging for the management and disposal of your estate.

Retirement Planning- Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. 

Succession Planning- Succession planning is the systematic approach to preparing a business for the exit of ownership or management by building a pipeline for recognizing and developing talent and business value.

Legacy Planning- A legacy is a sustaining impact or bequest transferred from one generation to the next that reflects one’s values, priorities, and contributions.  

Memorial Planning- Memorial planning allows you and your family to have end-of-life conversations in advance, making for peaceful transitions. 

GWP 1.1- Course Welcome & Workplan.pdf
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