A private membership exclusively for alumni of The Art of Estate Planning Online Course.
For those who are serious about getting results.
What's included?
Accountability
- Congrats! You've just hired your very own Success Coach!
- Fast track your success and go beyond the self paced learning format of an online course
- Stay accountable and on track with a community of likeminded professionals who share your goals
Implementation Support
- A 12 month program that takes a deep dive into the practical issues of setting up an estate planning solution for growth
- Each month we'll focus on a specific theme designed to turn up the dial on your implementation progress
- Interactive live Zoom training with Tara Lucke once a month drilling down into that month's topic
- A monthly challenge engineered to get you results
Community
- Join a private facebook group only for alumni of The Art of Estate Planning course
- Live access to Tara Lucke for all your estate planning questions and support
- Be part of a community of likeminded professionals who have completed the same training and are on the same path to using estate planning for business growth
Frequently Asked Questions
- How much does it cost? As a founding member, you are invited to join for $39 per month. The price will go up, however if you join now your price will be grandfathered at $39 irrespective of future price rises.
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How will the zoom calls work? The interactive zoom calls will be held on the second Thursday of every month. The Facebook Group will set out all zoom dates in advance so you have plenty of time to clear your diary. If you can't attend the zoom live, a recording will be emailed to you after the event.
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How long do I have to sign up for? There is no ongoing commitment and you can cancel your membership anytime you decide you are no longer receiving value from being part of the membership. If you cancel part way through your month, you won't get a refund for any part payment and you won't be charged for any future months.
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Who is invited to join the membership? The members will include financial advisers, accountants and lawyers who have enrolled in The Art of Estate Planning online course.
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Does it matter if I haven't finished the online course? Nope! This program is designed to help you get results from the online course, stay on track for completing the modules and to implement the recommendations so you can fast track the return on your investment in the course.
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I finished the course ages ago. Is this just a rehash of the same information from the course? We won't re-teach the same content as covered by the course but we will drill further into the practical aspects touched on by the course leveraging off the course. The program above should give you a good feel for whether you would like to invest further in these topics.
- I hate Facebook! Do I need an account to join the membership? A facebook account is helpful but not necessary. You can still join the monthly interactive Zoom calls, participate in the monthly challenge and you'll receive emails keeping you up to date. But you will miss out on all the juicy questions and interaction that happens in the group.
Have a question for Tara about whether the Art of Estate Planning Mentor program is right for you?
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