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Educate. Preserve. Transfer. Repeat
Join Our Next Cohort
Want to meet and learn with other generational visionaries? Contact us to sign up for our next class.
LEGACY
5 Generations Wealth Transfer: Proper Planning for Bigger Futures!
This program teaches participants about the impactful benefits that occur when intergenerational wealth transfer is utilized as a resource to create economic, educational and familial advantages for multiple generations. During this 5-session workshop, topic experts guide cohort members through key points of asset protection and equips communities with tools to build future opportunities through wealth and knowledge based inheritances.
Passing down ownership, legacy, leverage, income and equity, from one person to the next, acts as a building block to help close the wealth, equity and access gaps.
Key Features:
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Live, Online Classes
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Topic Expert Speakers
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Asset Protection, Insurance, Estate Attorney, Accountant, Generational Wealth Through Inheritances
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Actionable, Results-Driven Assignments
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High-Level Discussions
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Final Project with Prize Winner!
Course Fee: Free
Upcoming Dates: September and October 2024
Spaces are Limited!
TRADITION
5th Generation Campaign
How many people of color or women do you know that are...
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5th Generation Business Owners?
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5th Generation College Grads?
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5th Generation Home Owners?
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5th Generation Wealthy?
Most of us are 1st or 2nd generation(ers). Let's improve that!
The 5th Generation Campaign inspires families to build strong traditions to last for multiple generations. We know that traditions help build stronger bonds and create a foundation for information sharing, support and advancement.
We have a goal of getting 5000 families to pledge to keep a tradition alive for at least 5 generations. The focus should be on passing down a tradition that promotes ownership, legacy, leverage, income or equity (Things to which many of our ancestors did not have the right).