Beneficiary Fundamentals - Course 1

  • 8 Lessons

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Beneficiary Fundamentals Course 1 introduces the four “M’s” that inspire beneficiary stewardship. This course helps bridge the goals, motivations, and intentions of the grantor with those of the beneficiary to help both parties garner alignment, appreciation, and understanding. Read More

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Overview

  • Goals

The Four M's That Inspire a Beneficiary

  • Meaning

  • Modeling

  • Mentoring

  • Homework I

  • Motivations

  • Beneficiary Primer

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Beneficiary Fundamentals Course 1 introduces the four “M’s” that inspire beneficiary stewardship. The course reviews important stewardship concepts when it comes to beneficial ownership around
  1. meaning,
  2. modeling,
  3. mentoring, and
  4. motivation. 
This course helps bridge the goals, motivations, and intentions of the grantor with those of the beneficiary to help both parties garner alignment, appreciation, and understanding.

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