Jim Wise
AC21 Workshop-Preparing the Next Generation of Stewards
About the Course
With the wealth transfer discussion, one concern is the portion of the client’s estate that will pass to the client’s children. Training the heirs to be responsible and yet to handle their inherited wealth generously involves a partnership between the client(s) and the advisor. Throughout the lifetime of the advisory relationship, there are three keys to preparing the next generation: intentional instruction, intentional testimony, and intentional experience. In this session, all three are discussed and illustrated in depth.
About the Speaker
Jim Wise
Blue TrustJim Wise is a Senior Partner and Senior Financial Advisor for the Private Wealth Division of Blue Trust. A frequent conference speaker for churches and faith-based organizations, Jim also teaches a weekly Bible study in the Lake County Jail. Jim has written three books: a Bible study workbook, Five Steps to Financial Freedom; Spiritual Gifts, Plain and Simple; and Inheritolatry: The Final Obstacle to Completing the Great Commission. He has earned many professional designations including the Certified Kingdom Advisor® designation. Jim and his wife, Lori, live in Orlando, Florida, and have six adult children and six grandchildren.
Available Sessions
| # | Session | Score | |
|---|---|---|---|
| 1 | 2021 AC Workshop-Preparing the Next Generation of Stewards | Take Test |
Need Help?
1.404.497.7680
info@kingdomadvisors.com
Continuing Education
Accepted for CE Credit
Hours: 1
Designations: CKA®, CFP®, IMCA, PACE, FPSC, Institute, Insurance
Minimum Passing Grade: 80%
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