Beginner's Guide to Inheritance Decision-Making

Beginner's Guide to Inheritance Decision-Making

Hi, I'm Heather Holden,

Inheritances are stressful.

No matter the how much money, people have the same concerns. This course will address those concerns and help you make smart inheritance decisions.

You'll get worksheets to get organized, do your own financial plan, and give you a solid understanding of the fundamentals of budgeting, investing and real estate.

You'll gain confidence and comfort in your own decisions, knowing you did everything with purpose and in line with your values.

Benefits

Improved Confidence

• Speak up when something seems wrong

• Know the good questions to ask

Increased Engagement

• Know the right words to use

• Give direction and be in control

Enhanced Clarity

• Focus on what’s important to you

• Make decisions in line with your values

By the end of this course you’ll know with certainty the next steps you need to take to manage your inheritance.

For decades, investing and personal finance was a hobby while I worked as a university professor in a different field of study.

As a professor, I honed my ability to translate complex concepts in ways that resonate with students. Then I turned my personal finance hobby into a career as an investment portfolio manager and have been helping people since 2008.

Receiving an inheritance or financial windfall can open the door to new opportunities. It can also come with intense and conflicting emotions.

That’s why I created this course that provides a tried and tested framework to help you make decisions about your inheritance, find peace of mind, and move forward with confidence.

Understand Personal Finance Basics

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What you will learn

• How to manage an inheritance
• How to make smart decisions for your unique situation
• How to do your own financial plan

Rating: 5

Level: Beginner Level

Duration: 39 mins

Instructor: Heather Holden