1. No category

“Master” of Kingdom Architecture
Instructors
Eric Dunavant and the
E Six-Thirteen Team
Course Overview
These four sessions will instruct you in the Family Wealth Counseling process for Legacy
families. You will learn to how to interact with high net worth families, enabling you to begin
seeing increased success and impact with your highest capacity clients or prospects.
Phone
985-727-0775
Required Reading (Session 1)
The Mental Fitness Challenge, Orrin Woodward & Chris Brady
**Continuation from Bachelor of Kingdom Architecture Session 2
Course Contents (Session 1)
Participants in the “Master” of Kingdom Architecture (Session 1) training will learn the
following:
 Understanding Legacy
Planning – The role of the
Family Wealth Counselor
 Review of FWC Process
 Identifying Qualified
FWC Clients
 Selling the Family
Stewardship Assessment
and Quoting Fees
 The FSA Retreat
 Completing the FSA
 FSA Case Study #1
 Conducting a FWC Discovery Retreat
 Preparing Legacy Goals & Objectives
 Working with the family’s current advisors
 Conducting the 1st Family Meeting
 Giving Architecture - Legacy
 Designing a Plan – Knowing the Tools
 FWC Case Study
 Forms & Templates for FWC Discovery
 Using the FSA to sell
FWC
E Six Thirteen, LLC is a
Registered Investment
Advisor
“Master” of Kingdom Architecture 2015
Page 1
“Master” of Kingdom Architecture
Required Reading (Session 2)
The Ultimate Gift, Jim Stovall
The Stewardship Principle, E.G. “Jay” Link
Course Contents (Session 2)
Continuing on the Kingdom Architecture Learning Path, “Master” of Kingdom Architecture
(Session 2) training includes the following.
 Completing an Analysis
 Review of FWC Tools
 Using Software for
Analysis
 Forms & Templates for FWC Analysis
 Drawing effective Flow
Charts
 FWC Case Study #2
 Participate in “Do Unto Others” Adventure
 Preparing the Summary
Opinion Letter
Required Reading (Session 3)
Splitting Heirs, Ron Blue & Jeremy White
Course Contents (Session 3)
Continuing on the Kingdom Architecture Learning Path, “Master” of Kingdom Architecture
(Session 3) training includes the following.
 Review of FWC Tools
 Forms & Templates for FWC Solutions
 Designing a Plan
– Knowing the Assets
 Participate in Journey of Generosity Retreat
 Using E-Money & other
Software to Create
Solutions
 Conducting Family Meeting #2
 FWC Case Study #3
 FWC Case Study #4
 Using E Six-Thirteen Shared Services
“Master” of Kingdom Architecture 2015
E Six Thirteen, LLC is a
Registered Investment
Page 2
“Master” of Kingdom Architecture
Required Reading (Session 4)
The Treasure Principle, Randy Alcorn
Course Contents (Session 4)
Continuing on the Kingdom Architecture Learning Path, “Master” of Kingdom Architecture
(Session 4) training includes the following.
 Eternal Investing
- Treasures
 Eternal Investing
– Time & Talents
 Marketing to
Ministries & Churches
 Forms & Templates for FWC Implementation
 Implementation
 Ongoing Relationship Services
 Discipling your Clients & Their Families
 Ongoing Giving Services – The Giving Retreat
 Bridging the Gap
– Training Workshop
 Leading an FWC case with E Six-Thirteen Shared
Services team
 Marketing to Potential
Families
 Journey of Generosity – Train the Trainer
E Six Thirteen, LLC is a
Registered Investment
Advisor
“Master” of Kingdom Architecture 2015
Page 3