Synopsis:
In this Personal Finance Series with Providend: Achieving Financial Wellness with Money Wisdom, the course introduces the core areas of interest that busy working professionals should consider for their personal finances.
As a brief overview, Part 2 of the series will cover: Estate Planning: Leaving Behind a Lasting Positive Legacy. Many often equate legacy and estate planning with either writing a will, buying Universal Life Policies (ULPs) or simply setting up a trust. But that is really putting the cart before the horse. We will explain how you can structure solutions using the appropriate legal and financial instruments so you can express what wealth really means to your family such that not only financial wealth, but also family's core values are passed on to future generations.
Explore other areas of managing personal finances in this series (4 parts in total):
Intended For:
Competency Mapping:
Chief Executive Officer and Co-Founder, Providend Ltd CFP®, ACTS, CEPA