The greatest intergenerational transfer of wealth
($41 trillion) will happen in the United States over
the next 50 years. African-American families will also
participate in this record transfer of assets ($1.1 -
$3.4 trillion). It all adds-up to wealth whether it's a
grandmother's quilt, a father's cufflinks, a business or
a $250,000 house.
An important objective for our services is to bridge the
future for the next generation. And preparing families
to manage this unprecedented wealth transfer is vital
to building that bridge. It could be a historical turning
point for the African-American community that'll
determine economic advancement for many
generations.
Unfortunately, most American families aren't prepared
to transfer responsibilities for owning assets. To
support the preparation process, we've developed two
e-courses that introduce financial education services.
They can help family members prepare for their role in
the wealth transfer process.
Make participating in this historical period a priority for
your family. Enroll yourself, relatives and friends in one
of our financial education e-courses. They could be
ideal for the following occasions: (Children as
young as thirteen years old should participate).
- Birthday gifts
- Holiday presents
- Family reunion awards, etc.
- To mark this historical economic period
- Jr. high, high school or college graduation gifts
Click either of the links below to request a FREE
course introduction and enrollment instructions.
(When enrolling someone else, always tell them to
expect our e-course delivery. This will help to avoid
concerns about SPAM.)
Starting An Investment Club E-Mail Course ($9.95)
A [5] lessons course on what is an investment club
and how to organize or join one. Course also includes
local follow-up services, free newsletters and access
to club certification process every two years.
(Recommended for all potential club members.)
Personal Financial Planning E-Mail Course ($19.95)
A [5] lessons course about the personal financial
planning process. Learn to set financial goals,
evaluate your financial situation and design strategies
to reach goals. Course also includes savings plan
exercise, projections, access to advisors and free
newsletters. (Recommended before meeting with
an advisor.)
About The Financial Quest Group
The Financial-Quest Group is a
network of consultants that raises money for
small
businesses through
Direct Public Offerings (DPO). Their financial
education services also support an economic
advancement program, which includes the DPO and
Family Small Business Plans. The group plans to
incorporate by January, 2008 to prepare for the
company's own series of DPO's.
