Introduction
- Introduction
- Intro Part 2
- Intro Part 3
Module 1: Preparing Yourself Mentally and Emotionally
- Understanding psychological pitfalls: overspending, isolation.
- Cultivating self-awareness of values, priorities, risk tolerance.
- Identifying motivation for wealth beyond material gain.
Module 2: Assembling Your Support Team
- Building a network of professionals
- Vetting advisors thoroughly to avoid conflicts of interest.
- Setting clear expectations for advisory team roles.
Module 3: Tax Planning Strategies
- Minimizing tax liability on winnings.
- Allocating savings for taxes before other expenditures.
- Exploring tax-advantaged investment strategies.
Module 4: Responsible Investing for Positive Impact
- Understanding socially responsible investment options.
- Aligning investments with personal values and vision.
- Diversifying investments based on risk tolerance.
Module 5: Preserving Wealth Across Generations
- Basics of estate planning: wills, trusts, beneficiary designations.
- Teaching financial literacy to heirs.
- Engaging heirs in philanthropy to nurture values.
Module 6: Managing Your Newfound Wealth
- System for managing finances and investments.
- Avoiding common mistakes
- Building a support network of financial advisors.
Course Activities:
- Interactive quizzes, assessments, case studies, and scenario planning.
- Guest lectures from financial experts and successful lottery winners.
- Group discussions, peer forums, personalized coaching, and mentoring.
Course Deliverables:
- Personalized financial plan, investment portfolio recommendations.
- System for tracking finances and progress towards goals.
- Access to a network of financial professionals and resources.
- Personalized action plan for maintaining happiness and fulfillment.
- Summary
