Receive top-quality education created by multi-generational beneficiaries, using real world examples with the NextGen in mind.

Gain in-depth understanding of wealth management for beneficiaries with courses covering trust management, taxes, investing and finance.

Access a secure, sophisticated e-learning platform that fits your  schedule and needs. No hassle of traveling, attending in-person classes, or adhering to a set schedule. Unique courses at your own pace.

Anytime, anywhere!



  • 100% virtual, on-demand classes  
  • Fresh content tailored to adult beneficiaries 
  • Secure & sophisticated e-learning
  • Mixed media content with full audio option
  • Learn individually or in group

Make Wealth Education a Priority This Year - Start Today

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This course is speaking to me so loud and clear. I'm not overwhelmed, especially as I get what feels like direct access to people like Jaffe and Grubman. I'll be spreading the word about this course! - Daniel W.

Very relevant and important material. User friendly and comprehensible. - Amy H. 

After this estate planning course, I can say I have a grip on the legal language which previously was so intimidating and destabilizing! - Lee M.

Taxes are never fun! The visuals were very good and made it interesting from the start. - Robin M.