MPower Co, in partnership with BreakWell and your employer, offers you Written Wishes! Written Wishes is a four chapter, online course that will guide you through the estate planning process from start to finish. If you know that compiling your wishes is important and you want to increase your confidence that you are establishing an adequate estate plan, this course is for you. This course will help you simplify the estate planning process to what is important, and provide you with the resources and materials to establish an effective plan.
Estate planning knows no age. This course is written to help people in their 30s or people in their 70s to prepare the important documents to leave behind for loved ones. Give them the gift of organizing your financial life and having your wishes in writing, so that they can focus on the process of grieving.
This course is not an online textbook; it’s an interactive learning experience that combines education, guidance, and support. This course is not a sales pitch; it’s 100% education you can trust, drawn from well-respected research and best practices.
BreakWell has partnered with your employer to offer you this course at a discounted rate or potentially for free, if you complete the course. Email email@example.com for specifics related to your employer!
For more information on the course content, your author and instructor, and the terms of the course, keep scrolling.
Ready to register? Click the button below.
“I knew I needed an estate plan, but didn't know where to start. The pandemic motivated me to change that. I've written this course based off of the knowledge and experience I gained from creating my own estate plan. It feels life changing to know something is in place.”- Lea Satterfield, Course Author and Coach
What You’ll Learn
How It Works
Written Wishes Coach
Lea Satterfield, MBA
Lea, Founder and CEO of MPower, is a graduate of the Personal Financial Planning Program at the University of Missouri and earned her MBA, with an emphasis in Finance, from Arizona State University. In 2012, Lea passed the CERTIFIED FINANCIAL PLANNER examination. During college, she interned at Northwestern Mutual Financial Network and quickly found how few individuals felt confident with personal finance. She has since worked in securities regulation for over a decade.
She started MPower Co to help individuals feel more empowered to take on financial tasks that can help them sleep easier at night. Estate planning is a topic we often put to the side and don’t take care of; however, she knows how an adequate estate plan can help individuals live better. She has studied estate planning in college and through her studies for the CERTIFIED FINANCIAL PLANNER examination. Lea established a thorough estate plan at the age of 33 to ensure her daughters were taken care of if the worst is to happen.
Helped to return over
of restitution to investors through her work in securities regulation
• She’s been saving for retirement since she was 13 years old
• She played clarinet in concert and marching band during high school
• She served as Treasurer for her Chapter of Kappa Delta for a year in college
Three Reasons to Take Written Wishes
Information is Simplified
Estate planning feels like a complex topic; however, this course simplifies the relevant knowledge in the field so that you can put together a customized plan based on your needs and wishes.
easy to understand
No Fancy Technical Terms
If you can register for the course, you can navigate and understand the content provided. We do not talk in legal terms that you cannot understand.
Designed To Keep You Engaged
Throughout the course there are specific action items that you can take to engage yourself in the estate planning process. Through having the aid of a coach throughout the course, you will have support if you face hurdles that you’re not sure how to jump.
The negotiated course fee for Written Wishes is $99; however, BreakWell has negotiated that many employers they partner with will pay this fee for you as long as you complete the course. Simply email Tara Kraus (firstname.lastname@example.org) for specifics.
Completion of the course has been determined to consist of completing at least 3 of the 4 chapters. Completion of each chapter is a substantive email exchange (one or two paragraphs) with the course coach about information you found most meaningful in the chapter and how you have or will apply the information into your life. MPower Co will never ask you to share personal information. An email to the coach saying “I read it” is not a substantive response.
The good new is this, people who start this course find the material so life-changing that they complete the course.
You will have access to Happiness Habitudes for 90 days from your enrollment date in the course. The course chapters will be released to you each week until all chapters are released. We know “life happens” during the course. While a good goal, it is not required to complete a chapter each week during the first eight weeks of the course. You may work at your own pace to complete the course within the 90 day course window. You have extra time after all chapters are released to continue working or to review any of the course material.
All information you choose to share through communications with your instructor will be treated with strict confidentiality. Because of the partnership between MPower, BreakWell and your employer, your employer will be provided a list of employees enrolling on the course start date so program eligibility can be confirmed. At the conclusion of the course, the wellness program will be provided a list of those enrolled indicating who completed the course and who did not.