Stewardship Ministries is pleased to introduce the Family Wealth Counseling – Level 1 training as a part of the Professional Advisor Training Series. This on-line training, offered exclusively to members of Kingdom Advisors, consists of eight and a half hours of training by E.G. “Jay” Link, President of Kardia, Inc. and creator of the Family Wealth Counseling concept. The Family Wealth Counseling Training – Level 1 will lay the initial foundation for you to begin interacting with high net worth families by incorporating several basic aspects of this time-tested Family Wealth Counseling process enabling you to immediately begin seeing increased success and impact with your highest capacity clients or prospects. Jay is a highly skilled communicator who has spent decades developing and refining his Family Wealth Counseling process for high-capacity clients.
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Web-Based Training Sessions

Session 1

Biblical Basis for Stewardship and Generosity: The Bible on Wealth

• Explore the “wealth scriptures” which form the foundation of the Family Wealth Counseling process
• Understand the Scriptures from the perspective of the wealthy including the biblical basis for stewardship and generosity
• Explore Scriptures on important topics such as inheritances, taxes, enjoyment of wealth, the dangers of greed, sacrificial giving, and mor

Sessions 2 & 3

What on Earth am I Doing with All This Wealth?

Seven Key Issues to Finding the Answer

• Understand why this question must be answered if a family is ever going to implement comprehensive and integrated planning
• Assist your clients to effectively address these seven key issues that are required to fully answer this critically important life purpose question

Session 4

Ten Unique Stewardship Dilemmas Wealthy Christians Face

• Understand the difference between the stewardship issues of everyday Christians and wealthy Christians
• Examine the ten unique stewardship dilemmas that wealthy Christians face
• Learn how to lead your clients through these dilemmas

Session 5

The Power of a Virtues Based Approach to Planning:The Power of a Four Phase Approach to Planning

• Understand the potential of a deeper and more objective approach to planning called “virtues based” planning
• Explore the four key components of the Master Stewardship Planning process and why it produces certain implementation of plans

Session 6

The Power of the Family Wealth Counseling Process
The Power of an Advisory Team Approach to Planning
The Power of a Philanthropic Approach to Planning

• Examine why the Family Wealth Counseling process is so powerful and so successful
• Understand how to work with the client’s other advisors and how to turn them into allies and not adversaries
• Explore the impact of giving in the Family Wealth Counseling process, which drives clients toward plan implementation and vastly greater levels of generosity

Session 7 & 8

Review of Actual Case Studies: The Before and After

• Examine two actual case studies, including the before and after result
• Understand the impact of the Family Wealth Counseling process for wealthy Christian families

For application information, please contact us at 317-831-8846.