The Current Line-up

The Masterclass, the Companion Course, Tuition-based courses, and membership-based events for winter 2022 and spring 2023.

More Benefits

Family Leaders

The best way to learn is to join Family Leaders. For just $44 per month, you will have access to all courses and may attend Office Hours for Q and A sessions with the instructor. You will also have access to exclusive legal guides and additional content.

FREE and open

Introduction to Asset Protection

If you are information shopping, trying to understand estate and asset protection planning, the Asset Protection Masterclass is the place to begin.

Bonus materials

Asset Protection Roadmap

$199.00

All You Need

Roadmap registrants of the on-demand session will have access to all the benefits of a Family Leader for six months. This allows attendees to attend Office Hours for Q and A sessions with the instructor. Attendees in this category are also invited to the Monthly Meeting. This event is an additional one-hour presentation followed by open discussion.

complete your legal plan

Essential documents

Easy to use, the drafting app will allow students to create the documents necessary to successfully implement their customized plan. This includes tax and Medicaid protection trusts.

Make your own Asset Protection plan

This is THE course that will teach you estate and asset protection principles, strategies, and implementation. The course also comes with a limited license to use the drafting app so that you will walk away with all the legal documents you need.

Free to Family Leaders

The best way to take the nest egg course is to join Family Leaders. The course is one of the many benefits of membership.

The Legal Document

The course includes the legal document necessary to implement the plan.

the nest egg course

$99.00

how to protect your nest egg

This is THE course that will teach you estate and asset protection principles, strategies, and implementation. The course also comes with a limited license to use the drafting app so that you will walk away with all the legal documents you need.