Beneficiary Fundamentals - Module 3

  • 9 Lessons

  • Duration

    55 Minutes

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 3 focuses on the core responsibilities of a beneficiary, exploring how this role is unique, the special characteristics, and the best practices of a successful beneficiary. Read More

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Overview

  • Learning Objectives

    1 Minutes 5 Seconds

Beneficiary Characteristics

  • Ideal Characteristics

    1 Minutes 35 Seconds
  • Characteristics Matching Game

    2 Minutes

Beneficiary Duties

  • Educated and Empowered

    1 Minutes 35 Seconds
  • Monitor and Maintain Awareness

    1 Minutes 37 Seconds
  • Planning

    1 Minutes 53 Seconds

Summary

  • Homework I

    30 Minutes
  • Parting Thoughts

    15 Minutes

Conclusion

  • Wrap Up

    30 Seconds

Test Your Knowledge

  • Quiz Locked

Beneficiary Fundamentals Module 3 focuses on the core responsibilities of a beneficiary, exploring how this role is unique, the special characteristics, and the best practices of a successful beneficiary. The module then expands on the important duties of the beneficiary including education and empowerment, monitoring and management, and planning.

Estimated Completion Time: 52 minutes

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Customers Review

5.0 out of 5

3 customer ratings

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Amy S.
Nov 22, 2023
I really liked this module and how it is laid out. Found it very informative and useful information for me and my family.
Sharon R.
Nov 07, 2022
The information has been helpful and easy to understand. Each module builds on the one before it in a logical progression.
Bruce S.
Jul 31, 2022
From a trustee perspective, this course will be very useful to beneficiarys' learning their roles.