A Spectrum of Legacies (CAP)

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This course is for individuals planning the distribution of their assets for the future and beyond who want to leave legacies for their children and communities. This course helps participants address challenging questions such as: How to know when I have enough? How much should I leave my children? How do I leave a legacy to my community? Participants will be challenged to accept the responsibility that accompanies wealth and use their personal values as the foundation of their legacy plans.

To begin, click on Course Material below. As you move through the lessons, make sure to mark each lesson complete, and then click Next Lesson at the bottom of each page. Once you complete the entire course, the progress bar will show 100%.

Start Here

Welcome to A Spectrum of Legacies
Lesson 1 of 3 within section Start Here. You must enroll in this course to access course content.
How to Navigate this Course
Lesson 2 of 3 within section Start Here. You must enroll in this course to access course content.
About this Course
Lesson 3 of 3 within section Start Here. You must enroll in this course to access course content.

Wealth in America

Wealth in America
Lesson 1 of 1 within section Wealth in America. You must enroll in this course to access course content.

Module 2: How to Know When You Have Enough

How to Know When You Have Enough
Lesson 1 of 1 within section Module 2: How to Know When You Have Enough. You must enroll in this course to access course content.

Module 3: Values-Driven Planning

Values-Driven Planning
Lesson 1 of 1 within section Module 3: Values-Driven Planning. You must enroll in this course to access course content.

Module 4: Deciding How Much to Leave Children

Deciding How Much to Leave Children
Lesson 1 of 2 within section Module 4: Deciding How Much to Leave Children. You must enroll in this course to access course content.
Case Studies
Lesson 2 of 2 within section Module 4: Deciding How Much to Leave Children. You must enroll in this course to access course content.

Module 5: Preparing Children to Receive an Inheritance

Preparing Children to Receive an Inheritance
Lesson 1 of 2 within section Module 5: Preparing Children to Receive an Inheritance. You must enroll in this course to access course content.
Mark Weber’s Personal Experience with Family Meetings
Lesson 2 of 2 within section Module 5: Preparing Children to Receive an Inheritance. You must enroll in this course to access course content.

Module 6: Creating Your Legacy

Creating Your Legacy
Lesson 1 of 2 within section Module 6: Creating Your Legacy. You must enroll in this course to access course content.
Case Studies
Lesson 2 of 2 within section Module 6: Creating Your Legacy. You must enroll in this course to access course content.

Module 7: Using Professional Advisors Effectively

Using Professional Advisors Effectively
Lesson 1 of 1 within section Module 7: Using Professional Advisors Effectively. You must enroll in this course to access course content.

Module 8: Accepting the Responsibility of Wealth and Building Trust through Communication

Accepting the Responsibility of Wealth and Building Trust through Communication
Lesson 1 of 1 within section Module 8: Accepting the Responsibility of Wealth and Building Trust through Communication. You must enroll in this course to access course content.

Conclusion

Course Completion and Next Steps
Lesson 1 of 3 within section Conclusion. You must enroll in this course to access course content.
Begin Creating Your Legacy Plan
Lesson 2 of 3 within section Conclusion. You must enroll in this course to access course content.
Get Your Certificate
Lesson 3 of 3 within section Conclusion. You must enroll in this course to access course content.