Generational Wealth Planning for Entrepreneurs & their Families
The purpose of this interactive online course is to serve as an educational foundation, conversation starter, and workplan to begin your strategy around the development and transfer of complete wealth.
Developing a Generational Wealth Planning Suite requires a deep dive into estate planning, retirement planning, advance healthcare directives, business succession planning, legacy planning, and memorial planning. We’ll cover each subject matter in detail —supplemented with documents, templates, videos, and more.
By the time you earn your certificate of completion, you’ll have the education, confidence, and tools to create your GWP Suite.
Design Your GWP Suite
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 objectives of this course are to help you:
-- Take inventory of your estate and activate disposition tools, including wills, trusts, and nonprobate transfers
-- Prepare your advance healthcare directive to convey your wishes when you cannot act on your own behalf
-- Determine your personal goals for retirement and the appropriate company retirement plan
-- Create a business succession plan that adds value and supports your exit strategy
-- Implement legacy and memorial plans that reflect your end of life desires
Estate planning is the systemic process of planning, anticipating, and arranging for the management and disposal of your estate.
Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals.
Advance Healthcare Directives
Advance healthcare directives are legally binding tools to that convey your wishes when you cannot act on your own behalf.
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.
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 allows you and your family to have end-of-life conversations in advance, making for peaceful transitions.
Clear action items set you up for success, teaching you how to organize your assets, begin or update your personal plan, and share with your family
14+ documents and templates to help you personalize your plan and apply lessons learned
Five (5) educational and interactive modules
Over three hours of on-demand video lessons on estate, business, and succession best practices
Personalized version of Five Wishes, a nationally recognized advance healthcare directive
Exclusive access to a Facebook community to discuss coursework and share success with other generational wealth planners.
One on One coaching session with course instructor
Full lifetime access to course materials and any updates with Unlimited option
Mobile and tablet friendly access
Generational Wealth Planning Course Curriculum
Hi there, I'm Adrienne!
My name is Adrienne B. Haynes and I am a consultant, attorney, and business owner. I created this comprehensive Generational Wealth Planning online course to support the overarching mission of my work- to aid in the creation of sustainable business and transferable wealth solutions. I’m fortunate to do this work through SEED Law, a business and estate planning firm, and SEED Collective, an innovation consultancy.
From startups to family owned businesses, to helping others buy or sell a business, I’ve worked with owners and creators at all stages. I believe that business owners have an elevated responsibility to ourselves, our families, and our stakeholders to plan ahead. Being intentional about creating and updating your GWP Suite will help create your legacy and support the sustainability of your efforts.
This course was developed in honor of my paternal grandmother, Ms. Rosie L. Wallace. Grandma Rosie passed on Christmas Eve 2020. This course is dedicated to all of the souls lost to COVID-19. May their families find comfort, peace, and strength.
FREQUENTLY ASKED QUESTIONS
When does the course start and finish?
Whenever you want! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling in the Unlimited Course, you’ll have unlimited access to this course for as long as you like - across any and all devices you own. You can also purchase a six month access pass for a reduced price.
What if I decide the course isn’t for me?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you credit for another course.
Is there a money back guarantee?
Yes, 100%. If you complete < 25% of the material within 30 days and aren't satisfied, we'll refund. You may not, however, take the entire course and request a refund. This is unfair to other students.
What skills will this course teach me?
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 its own module in this course, workbook, and supporting resources to begin or update your GWP Suite.
By the end of the course, you’ll have the tools you need to:
- Take inventory of your estate and activate disposition tools, including wills, trusts, and nonprobate transfers
- Prepare your advance healthcare directive to convey your wishes when you cannot act on your own behalf
- Determine your personal goals for retirement and the appropriate company retirement plan
- Create a business succession plan that adds business value and supports your exit strategy
- Implement legacy and memorial plans that reflect your end of life intentions
Will I get access to the full course all at once?
Yes. Additional bonus modules and document examples may be added over time, but all of the course lessons are available upon enrollment.
Who teaches the course?
Your course instructor is attorney and business coach Adrienne B. Haynes, who has been teaching on entrepreneurship, economic development, and innovation for over ten years. For more information, please visit www.adriennebhaynes.com.