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Mastering Multi-Generational Wealth
$197 one-time
Built for retirees, by specialists
Most family wealth doesn't survive the handoff. Learn how to make yours the exception.
Understand why family wealth typically erodes across generations — and what actually breaks the pattern
Learn how to prepare your heirs, not just your assets, for what's coming
Build a plan for passing down values and decision-making, not just dollars
Instructor-led lessons from Rod Zeeb, focused on keeping your family aligned instead of divided
👥 Join other retirees already building their plan with TRI
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Mastering Multi-Generational Wealth
$197.00 (one-time)
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$197.00
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CUSTOMER RATING AND REVIEWS
Truly inspiring... this book will prepare any woman to believe that a great retirement is within her grasp.
Sarah Jenkins, Retired Teacher
This course is anything but conventional, and I couldn't put it down. These personal stories shed light.
Ann Anderson, Retired
Educational Content Disclaimer: All content provided by The Retirement Institute, including on this website, in our courses, and from our instructors, is for informational and educational purposes only. The Retirement Institute is not a registered investment advisor, broker-dealer, or financial services firm, and does not operate as a financial fiduciary.
The information presented is not intended as, and should not be construed as, personalized financial, investment, legal, or tax advice. Any strategies, examples, or case studies are for illustrative purposes only. We make no guarantees as to the accuracy, suitability, or completeness of any information, nor do we guarantee any specific outcome or financial result. You should consult with a qualified and licensed professional, such as a financial advisor, CPA, or attorney, who can evaluate your individual circumstances before making any financial decisions based on the content you consume.