INTRODUCTION |
|
ACHIEVEMENT TIME |
|
|
|
|
By completing this programme, you would have achieved the following:
1 - Started collecting your financial blue print.
2 - Started a retirement strategy.
3 - Started building a personal legacy.
|
|
|
|
|
BEGIN LEVEL 9 - DECEASED ESTATE PLAN |
|
ACHIEVEMENT TIME |
|
|
|
|
 |
Understand what actually happens when you pass away |
|
25 Min |
 |
How to protect your estate? |
|
20 Min |
|
|
|
|
ADVANCE TO LEVEL 10 - LIFESTYLE INCOME / RETIREMENT PLAN |
|
ACHIEVEMENT TIME |
|
|
|
|
 |
Understand the current retirement dilema |
|
25 Min |
 |
Understand the start-up idea |
|
25 Min |
|
|
|
|
ADVANCE TO LEVEL 11 - EVALUATE PROGRESS |
|
ACHIEVEMENT TIME |
|
|
|
|
 |
Have you completed all your forms |
|
35 Min |
|
|
|
|
ADVANCE TO LEVEL 12 - HERITAGE TRUST |
|
ACHIEVEMENT TIME |
|
|
|
|
 |
What is heritage planning |
|
15 Min |
 |
The history of ethical/heritage wills |
|
10 Min |
 |
Record what you know about your ancient and current family history |
|
No timeline |
|
|
|
|
END OF PROGRAM 3 |
|
ACHIEVEMENT TIME |
|
|
|
|
 |
Completion congratulations! |
|
No timeline |
|
|
|
|
END OF PROGRAM 3 |