Week 35 (Day 7): Estate Planning


Day 7: Weekly Recap & Reflection

  • Recap

  • Reflection Questions

  • Free Resource


Week 35 Day 7 Action Plan

Congratulations on completing Week 35 of our Financial Management Series! Let's recap what we have covered.


Week 35 Recap: Exploring Estate Planning

  • Introduction to Estate Planning: Recognizing its importance and objectives.

  • Understanding Estate Components: Exploring key elements in estate planning.

  • Assessing Your Estate Needs: Evaluating personal estate planning needs.

  • Creating an Estate Plan: Crafting a personalized estate strategy.

  • Protecting Your Legacy: Safeguarding assets and directives.

It's reflection time! Take a moment today to reflect on what you learned during Week 35.


Reflective Questions

  • How has your understanding of estate planning evolved this week?

  • What specific steps will you take to initiate or refine your estate plan?

  • How do you envision your estate planning benefiting your beneficiaries?

Free Resource:

Stay in Touch

I would love to hear how Week 35 went for you! Ready for Week 36?

Next Week: Wealth Building Strategies

 
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Week 36 (Day 1): Wealth Building Strategies

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Week 35 (Day 6): Estate Planning