Module 1 – Introduction to the Purposeful Trusts & Legacies Mastery Program

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Mastery is a Journey. In fact, Mastery is the first step in discovering how to create plans that are both technically effective, meaningful, and sustainable. This first module will help you understand what the path of Mastery is all about. It’ll give you an overview of the four stages of the Purposeful Planning process and the Keys of Purposeful Trusts & Gifts.

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Reflections Module
What Kind of Trust Would I Want
What Kind of Plan Would I Want