Beneficiary Fundamentals - Course 3

  • 9 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 3 focuses on the core responsibilities of a beneficiary, exploring how this role is unique, the special characteristics, and the best practices of a successful beneficiary. Read More

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Overview

  • Goals

Beneficiary Characteristics

  • Ideal Characteristics

  • Characteristics Matching Game

Beneficiary Duties

  • Educated and Empowered

  • Monitor and Maintain Awareness

  • Planning

Summary

  • Homework I

  • Parting Thoughts

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Beneficiary Fundamentals Course 3 focuses on the core responsibilities of a beneficiary, exploring how this role is unique, the special characteristics, and the best practices of a successful beneficiary. The course then expands on the important duties of the beneficiary including education and empowerment, monitoring and management, and planning.

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