Trustworthy Family Legacy Advisors offers wealth education designed to support, educate, and inspire beneficiaries and their families to be extraordinary stewards. The multi-courses provides vital education on the cornerstones of wealth and stewardship, progressing from the more basic to advanced concepts.
Our programs are the first and only self-paced, online learning program for beneficiaries. The programs focus on the full range of key topics of wealth management, including financial stewardship, estate planning, trusts, administration, investing, tax, fiduciary relationships and responsibilities, and more.