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 it will 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.
To register for this course, click the button below to enroll right now.
For more information on the course content, how the course works, your author and coach, keep scrolling.
“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
Three Reasons to Take Written Wishes
Information is Simplified
Estate planning feels like a complex topic; however, Written Wishes 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 Written Wishes 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.
Lea Satterfield, MBA
Meet your Course Author and Coach Lea Satterfield, Founder and CEO of MPower Co. Lea 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.
To help protect uninformed investors and because of her interest in law, which she got from her father, she turned professionally towards securities regulation. She worked for the Missouri Securities Division as an investigator before going on to work for the Financial Industry Regulatory Authority (FINRA) as an examiner and then as an examiner within the Anti-Money Laundering Investigative Unit. Lea has a soft spot for the need for estate planning, as she has experienced the loss of an Aunt, who passed at a young age, two college roommates passing, and because of the pandemic.
Lea implemented an effective estate plan by the age of
to ensure her wishes were documented for her two young daughters.
• 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