Beneficiary Fundamentals - Module 2

  • 8 Lessons

  • Duration

    58 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 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

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Overview

  • Learning Objectives

    1 Minutes

Beneficiary and Trustee Relationships

  • The Typical Lifetime Evolution

    2 Minutes
  • The Childhood Relationship

    19 Minutes
  • The Adult Relationship

    2 Minutes

Fiduciary Relationships

  • Types of Relationships

    2 Minutes
  • The Nature of Relationships

    2 Minutes
  • Homework I

    30 Minutes

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.

Estimated Completion Time: 42 minutes

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Customers Review

4.8 out of 5

3 customer ratings

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Sharon R.
Nov 04, 2022
The information was easy to understand and follow.
Bruce S.
Jul 31, 2022
Relevant and helpful to better understanding of the topic.
Lee M.
Jan 13, 2022
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!