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 

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.