A Roadmap To Becoming Financially Fluent
It is not uncommon to feel confused, anxious or stressed when certain wealth topics are brought up. Build your confidence and competence through our Accredited Beneficiary Stewardship (ABS) program!
- 9 important wealth topic areas with customized courses
- Advocate for yourself and your family with increased command
- Improve relationships and credibility with your advisors, trustees, and family members
- Confidence in your understanding of wealth and your trust
Hear What Your Peers Are Saying About The ABS Program
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.