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Bridge The Future For Next Generation! Print E-mail
Thursday, 20 September 2007

 
   
   

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.

 

Contact: Howard Ware, CFP®
Email: This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Website: www.fqgroup.com

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