Module 8: Financial Security & Legacy Planning
Protecting what you've built
Course Lessons
Building Generational Wealth
Generational wealth means building assets that can support you in your lifetime and also benefit the people who come after you. This lesson explores how wealth is created, how it is often lost, and practical ways to build and preserve it across generations.
Estate Planning Essentials
Estate planning is about making sure your money, property, and personal wishes are handled the way you intend if you pass away or cannot make decisions for yourself. This lesson covers the core documents and concepts to discuss with an attorney or qualified professional.
Advanced Tax Strategies
Taxes can significantly affect how much of your investment and business gains you keep. This lesson introduces high-level concepts like tax-efficient investing, tax-loss harvesting, and charitable strategies that you can explore further with a qualified professional.
Protecting Your Legacy
Protecting your legacy means guarding what you have built from major risks so it can support you, your loved ones, and your causes. This lesson explores insurance, legal structures, and practical steps to reduce the impact of unexpected events and conflict.