This six-module study is designed to help you assemble and organize your essential financial information in one place! This study is crucial for equipping your family and loved ones and for managing your current financial scenarios.
6-Modules includes Starting Well, Assets & Accounts, Income & Investing, Life & Death, Can't Take it with You, and Finishing Well
Preparation & Planning Advisors & Counsel Dealing With Challenges Future Income Investments & Insurance Health Care Decisions Estate Planning Leaving a Legacy and more!
The study has a flexible format to work with virtually any schedule or time frame and can be conducted one-on-one, in a group of three or four, or in larger groups of up to twelve people!
