Building generational wealth.

Building generational wealth.
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Because you’ve worked so hard on building up your business, it would be very rewarding to see the wealth transferred down to the next generation. It is certainly not a given that your success will continue down the line but there are strategies you can put in place to establish some security.

  • 8 Sections
  • 0m Duration
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Introduction.

1 Lesson
  • What is generational wealth?

How to build generational wealth.

3 Lessons
  • Steps towards creating generational wealth.
  • The importance of good money values.
  • Importance of a good financial planner.

Investment as a way to build generational wealth.

3 Lessons
  • Investment in your child's education.
  • Investing in a stock market.
  • Investing in your home.

Starting a family business.

4 Lessons
  • Advantages of a family business.
  • Disadvantages of a family business.
  • Making a family business work.
  • Passing the baton.

13.4 Using insurance to create generational wealth.

2 Lessons
  • Benefits of long-term insurance.
  • Suitable insurance types.

13.5 How to preserve generational wealth.

4 Lessons
  • Have an estate plan.
  • Growth and protect your wealth.
  • Make your family a part of your wealth-generation goals and plans.
  • Writing a will.

Quiz

1 Quiz
  • Chapter 13: Building Generational Wealth

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