Beneficiary Fundamentals - Module 2

  • 8 Lessons

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Beneficiary Fundamentals Module 2 focuses on the beneficiary and trustee relationships, including how the relationship evolves over time from the beneficiary’s childhood to adulthood. The types and nature of the fiduciary relationship are also explored. Read More

  • Share This Course

Overview

  • Goals

Beneficiary and Trustee Relationships

  • The Typical Lifetime Evolution

  • The Childhood Relationship

  • The Adult Relationship

Fiduciary Relationships

  • Types of Relationships

  • The Nature of Relationships

  • Homework I

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Beneficiary Fundamentals Module 2 focuses on the beneficiary and trustee relationships, including how the relationship evolves over time from the beneficiary’s childhood to adulthood. The types and nature of the fiduciary relationship are also explored. At the end of the course, learning checks challenge the student on their knowledge gained of the trustee/beneficiary relationship.

Customers Review

4.9 out of 5

4 customer ratings

  • 5 Star
    4
  • 4 Star
    0
  • 3 Star
    0
  • 2 Star
    0
  • 1 Star
    0
Sharon R.
June 4, 2020
The information was easy to understand and follow.
Bruce S.
June 4, 2020
Relevant and helpful to better understanding of the topic.
Lorenzo G.
June 4, 2020
Easy to understand and I liked the eBook
Lee M.
June 4, 2020
Wealth is yet another thing we need to talk with our kids about "early and often" stick it right up there with sexual health, drugs, digital citizenship, and climate change!