Receive top-quality education created by multi-generational beneficiaries, using real world examples with the NextGen in mind.

Gain in-depth understanding of wealth management for beneficiaries with courses covering trust management, taxes, investing and finance.

Access a secure, sophisticated e-learning platform that fits your  schedule and needs. No hassle of traveling, attending in-person classes, or adhering to a set schedule. Unique courses at your own pace.

Anytime, anywhere!

  • 100% virtual, on-demand classes  
  • Fresh content tailored to adult beneficiaries 
  • Secure & sophisticated e-learning
  • Mixed media content with full audio option
  • Learn individually or in group

Make Wealth Education a Priority This Year - Start Today

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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.