| Welcome to program 3 |
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Building your lifestyle action plan |
PROGRAM 3 - PREPARE YOUR FUTURE |
| 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. |
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| BEGIN LEVEL 9 - DECEASED ESTATE PLAN | ACHIEVEMENT TIME | |||
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Understand what actually happens when you pass away | 25 Min | ||
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How to protect your estate? | 20 Min | ||
| ADVANCE TO LEVEL 10 - LIFESTYLE INCOME / RETIREMENT PLAN | ACHIEVEMENT TIME | |||
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Understand the current retirement dilema | 25 Min | ||
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Understand the start-up idea | 25 Min | ||
| ADVANCE TO LEVEL 11 - EVALUATE PROGRESS | ACHIEVEMENT TIME | |||
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Have you completed all your forms | 35 Min | ||
| ADVANCE TO LEVEL 12 - HERITAGE TRUST | ACHIEVEMENT TIME | |||
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What is heritage planning | 15 Min | ||
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The history of ethical/heritage wills | 10 Min | ||
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Record what you know about your ancient and current family history | No timeline | ||
| END OF PROGRAM 3 | ACHIEVEMENT TIME | |||
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Completion congratulations! | No timeline | ||
| END OF PROGRAM 3 | ||||
We hope you enjoy the process going forward.
