Family Reset: Legacy & Financial Planning Digital Workshop

You’ve heard about generational wealth, but what about generational information?

Family Reset: Legacy & Financial Planning is an interactive digital workshop presented by Family Circle Hour that encourages families to look beyond what they plan to leave behind and start thinking about what the next generation needs to know.

Through four guided modules, participants are encouraged to examine important family conversations, information, documents, plans, and decisions that are often postponed or never discussed at all.

This is more than a financial conversation. It is an opportunity to become more intentional about what your family knows, what has been documented, what still needs to be discussed, and how you can begin building a stronger foundation for the people you love.

Your Digital Workshop Includes

• Four self-paced video modules
• Full Family Reset teaching presentation
• Downloadable Family Reset workbook
• Guided reflection activities and prompts
• Legacy and family-planning exercises
• Lifetime access to revisit the workshop at your own pace

How to Use the Workshop

There is no pressure to complete every activity while watching.

You may download your presentation and workbook before beginning and follow along with each module, or you can focus completely on the video experience first and return to the materials afterward.

Pause. Reflect. Revisit. Discuss.

This is your family’s reset.