The Wealth Workbook from Tamarind Learning is packed with activities that can be used with trust beneficiaries, inheritors, and multi-generational families and is designed to:
- Create a vision by discovering and clarifying one’s hopes, dreams, and desires
- Establish personal goals to help them achieve new heights
- Explore and reflect on the meaning and impact of wealth on identity
Download this free resource to help your clients or family members get clarity on their relationship with wealth, identify areas for growth, and establish personal goals.
In addition to receiving the Wealth Workbook download you will get access to exclusive training videos that explain how to work through the activities on a 1:1 or group basis.