{"id":4,"date":"2015-11-19T17:47:50","date_gmt":"2015-11-20T00:47:50","guid":{"rendered":"http:\/\/www.uwagec.org\/aglegacy\/?page_id=4"},"modified":"2024-02-13T15:32:46","modified_gmt":"2024-02-13T22:32:46","slug":"learning","status":"publish","type":"page","link":"https:\/\/www.uwagec.org\/aglegacy\/learning\/","title":{"rendered":"LEARNING"},"content":{"rendered":"<p style=\"font-size: 100%;\"><em><strong><a href=\"http:\/\/www.uwagec.org\/aglegacy\/wp-content\/uploads\/2015\/11\/ManagementSuccession_CD.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-106 alignright\" src=\"http:\/\/www.uwagec.org\/aglegacy\/wp-content\/uploads\/2015\/11\/ManagementSuccession_CD-300x214.png\" alt=\"ManagementSuccession_CD\" width=\"300\" height=\"214\" \/><\/a>Management Succession<\/strong> is a series of three (3) courses. In these, families learn how to prepare for the transfer of ownership and management of the family business to the next generation. Instruction and resource materials help family members explore the interpersonal and business challenges that family businesses must navigate in the process of transferring ownership and management responsibilities to the next generation. The accompanying workbook is available under the MATERIALS tab.<\/em><\/p>\n<p style=\"font-size: 150%;\"><strong><a href=\"http:\/\/www.uwagec.org\/rightrisk\/courses\/MgtSuccession\/MgtScsnCourseLoader.htm\" target=\"_blank\" rel=\"noopener\"><strong>Management Succession:<br \/>\nWhere Are We?<\/strong><br \/>\n<\/a><b><\/b><\/strong><\/p>\n<p><em><span style=\"font-family: Arial;\">Contents include:<\/span><\/em><\/p>\n<ul>\n<li>Introduction<\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Interpersonal Issues<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Business Issues<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">The Succession Planning Process<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Where Do We Go From Here?<\/span><\/li>\n<\/ul>\n<p style=\"font-size: 150%;\"><strong><a href=\"http:\/\/www.uwagec.org\/rightrisk\/courses\/MgtPlanning\/MgtPlanningCourseLoader.htm\" target=\"_blank\" rel=\"noopener\">Management Succession:<br \/>\nWhere Do We Want To Go?<\/a><\/strong><\/p>\n<p><em><span style=\"font-family: Arial;\">Contents include:<\/span><\/em><\/p>\n<ul>\n<li>Introduction<\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Family Case Studies: Miller Family<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Family Case Studies: Howell Family<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Family Case Studies: Morgan Family<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Succession Planning Process: Written Plan<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Where Do We Go From Here?<\/span><\/li>\n<\/ul>\n<p style=\"font-size: 150%;\"><strong><a href=\"http:\/\/www.uwagec.org\/rightrisk\/courses\/MgtSuccessionHow\/MgtSccnHowCourseLoader.htm\" target=\"_blank\" rel=\"noopener\">Management Succession:<br \/>\nHow Do We Get There From Here?<\/a><\/strong><\/p>\n<p><em><span style=\"font-family: Arial;\">Contents include:<\/span><\/em><\/p>\n<ul>\n<li>Introduction<\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Journey to Management Succession<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Beyond Goals for Change<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Where Do We Go From Here?<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p style=\"font-size: 100%;\"><em><strong><a href=\"http:\/\/www.uwagec.org\/aglegacy\/wp-content\/uploads\/2015\/11\/LastingLegacy_CD.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-105 alignright\" src=\"http:\/\/www.uwagec.org\/aglegacy\/wp-content\/uploads\/2015\/11\/LastingLegacy_CD-300x214.png\" alt=\"LastingLegacy_CD\" width=\"300\" height=\"214\" \/><\/a>A Lasting Legacy<\/strong> is a set of two (2) courses designed to create an easy-to-use process to capture all facets of an individual&#8217;s life for passing on a true legacy to future generations. Course 1 guides you through intergenerational relationship building and two of the four components of a lasting legacy: Family Values and Life Lessons and Personal Possessions of Emotional Value. Course 2 covers the other two components: Instructions and Wishes to Be Fulfilled and Financial Assets and Real Estate. The accompanying workbook is available under the MATERIALS tab.<\/em><\/p>\n<p style=\"font-size: 150%;\"><strong><a href=\"https:\/\/rightrisk.org\/courses\/LastingLegacyCourse001\/LastingLegacy001CourseLoader.htm\" target=\"_blank\" rel=\"noopener\">A Lasting Legacy &#8211; Course 1<\/a><\/strong><\/p>\n<p><em><span style=\"font-family: Arial;\">Contents include:<\/span><\/em><\/p>\n<ul>\n<li><span style=\"font-family: Arial; font-size: small;\">Course Overview<\/span>\n<ul>\n<li><span style=\"font-family: Arial; font-size: small;\">Course Description<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Getting Started<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">What is a Legacy?<\/span><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Module 1 &#8211; Intergenerational Relationships<\/span>\n<ul>\n<li><span style=\"font-family: Arial; font-size: small;\">Lesson 1 &#8211; Parent\/Adult Child Relationships<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Lesson 2 &#8211; Managing Intergenerational Relationships<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Lesson 3 &#8211; Improving Communication<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li><span style=\"font-family: Arial; font-size: small;\">Module 2 &#8211; Legacy Components<\/span>\n<ul>\n<li><span style=\"font-family: Arial; font-size: small;\">Lesson 1 &#8211; Values and Life Lessons<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Lesson 2 &#8211; Personal Possessions of Emotional Value<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"font-size: 150%;\"><strong><a href=\"https:\/\/rightrisk.org\/courses\/LastingLegacyCourse002\/LastingLegacy002CourseLoader.htm\" target=\"_blank\" rel=\"noopener\">A Lasting Legacy &#8211; Course 2<\/a><\/strong><\/p>\n<p><em><span style=\"font-family: Arial;\">Contents include:<\/span><\/em><\/p>\n<ul>\n<li><span style=\"font-family: Arial; font-size: small;\">Course Overview<\/span>\n<ul>\n<li><span style=\"font-family: Arial; font-size: small;\">Course Description<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Getting Started<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">What is a Legacy?<\/span><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Module 1 &#8211; Final Wishes and Instructions<\/span>\n<ul>\n<li><span style=\"font-family: Arial; font-size: small;\">Lesson 1 &#8211; End-of-Life Issues<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Lesson 2 &#8211; Pre-Death Wishes<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Lesson 3 &#8211; Final Instructions<\/span><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Module 2 &#8211; Financial Assets and Real Estate<\/span>\n<ul>\n<li><span style=\"font-family: Arial; font-size: small;\">Lesson 1 &#8211; Estate Planning<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Lesson 2 &#8211; Financial Planning<\/span><\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Lesson 3 &#8211; Transferring Real Property<\/span><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"font-family: Arial; font-size: small;\">Summary<\/span>\n<ul>\n<li><span style=\"font-family: Arial; font-size: small;\">Lesson 1 &#8211; Course Summary<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Management Succession is a series of three (3) courses. In these, families learn how to prepare for the transfer of ownership and management of the family business to the next generation. Instruction and resource materials help family members explore the interpersonal and business challenges that family businesses must navigate in the process of transferring ownership and management responsibilities to the next generation. The accompanying workbook is available under the MATERIALS tab. Management Succession: Where Are We? Contents include: Introduction Interpersonal Issues Business Issues The Succession Planning Process Where Do We Go From Here? Management Succession: Where Do We Want To Go? Contents include: Introduction Family Case Studies: Miller Family Family Case Studies: Howell Family Family Case Studies: Morgan Family Succession Planning Process: Written Plan Where Do We Go From Here? Management Succession: How Do We Get There From Here? Contents include: Introduction Journey to Management Succession Beyond Goals for Change Where Do We Go From Here? &nbsp; A Lasting Legacy is a set of two (2) courses designed to create an easy-to-use process to capture all facets of an individual&#8217;s life for passing on a true legacy to future generations. Course 1 guides you through intergenerational relationship building and two of the four components of a lasting legacy: Family Values and Life Lessons and Personal Possessions of Emotional Value. Course 2 covers the other two components: Instructions and Wishes to Be Fulfilled and Financial Assets and Real Estate. The accompanying workbook is available under the MATERIALS tab. A Lasting Legacy &hellip; <a href=\"https:\/\/www.uwagec.org\/aglegacy\/learning\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">LEARNING<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"sfsi_plus_gutenberg_text_before_share":"","sfsi_plus_gutenberg_show_text_before_share":"","sfsi_plus_gutenberg_icon_type":"","sfsi_plus_gutenberg_icon_alignemt":"","sfsi_plus_gutenburg_max_per_row":"","footnotes":""},"class_list":["post-4","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.uwagec.org\/aglegacy\/wp-json\/wp\/v2\/pages\/4","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.uwagec.org\/aglegacy\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.uwagec.org\/aglegacy\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.uwagec.org\/aglegacy\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.uwagec.org\/aglegacy\/wp-json\/wp\/v2\/comments?post=4"}],"version-history":[{"count":5,"href":"https:\/\/www.uwagec.org\/aglegacy\/wp-json\/wp\/v2\/pages\/4\/revisions"}],"predecessor-version":[{"id":2739,"href":"https:\/\/www.uwagec.org\/aglegacy\/wp-json\/wp\/v2\/pages\/4\/revisions\/2739"}],"wp:attachment":[{"href":"https:\/\/www.uwagec.org\/aglegacy\/wp-json\/wp\/v2\/media?parent=4"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}