Course Description: In this course, you will learn the best practices of phenomenally successful families and be provided with the knowledge and tools to build your family’s financial health and wealth. The foundation of this course is centered on the “Family Ownership Capital Model” by Phillip & Dr. Janice Porter. The principles and concepts outlined in the model will develop the participants into being effective at establishing family financial strategies, tools, and goals necessary for building multigenerational financial health and wealth.


Course Regular Price: $199.99


Course Outcomes:

  • Learn the difference between Financial Literacy and Wealth Literacy

  • Create a Multigenerational Household Budget

  • Calculate Your Annual Household Projected Savings

  • Create Your Debt Freedom Goals

  • Create Your Wealth Building Goals

  • Determine Your Family’s Net Worth


Course Objectives:

  • To establish a financial health baseline for your family

  • Learn how to rebuild your credit

  • Learn the benefits of multigenerational living/lifestyle

  • Learn the quantitative and qualitative reasons multigenerational household lifestyles are successful

  • Learn how to create a multigenerational household budget



  • Janice M. Porter, EdD, Certified Wealth Educator, Author

  • Phillip S. Porter, MBA, Certified Wealth Educator, Author




Course Hours: 6 Hours


Who Should Attend:

  • All Families

  • Multigenerational Households: Two or more generations from one family are encouraged to take this course together

  • The person who would like to improve the quality of life and wealth of their own family

  • Everyone passionate about helping families

  • Family Service Professionals: Insurance Agents, Real Estate Agents, Investment Advisors, Wealth Managers, Personal Trainers, Life Coaches, Family Business Advisors, and more

  • Organizations that serve families

  • Pastors, Ministers and Church Leaders

  • Professional and Collegiate Athletes


Textbooks: The Power In A Vision Driven Family Workbook: Journey To A Generational Vision


Supporting Textbook (Optional – reading not required): The Power In A Vision Driven Family: Journey To A Generational Vision (1st Edition)


Textbook Purchase: Recommended for the best experience, long-term learning, and family legacy building. Go to Amazon & Kindle


Dates: Oct 27, 2020 - Nov 3, 2020

Total of 3 sessions

McKinney, Texas

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