Tamarind Learning

Did you know that Tamarind Learning isn't just for those in the U.S.? We're crossing borders with our comprehensive wealth education, tailored specifically for Canadian beneficiaries as well! 🍁 Whether you're in Vancouver or Halifax, Toronto or Calgary, our platform provides the knowledge and tools you need to navigate the unique landscape of wealth ownership in Canada. Embrace your financial future with education that understands and addresses your specific needs. #WealthEducation #CanadianBeneficiaries #wealthmanagement Learn more about our Canadian platform here: https://zurl.co/5hEv

Attention 📢 CFP, CIMA, CPWA, RMA advisors! Tamarind Learning has launched a new CE-eligible webinar. https://lnkd.in/eS4hejRN Join legal experts Ivan Sacks, Bill Kambas, and David Guin from Withersworldwide for a detailed discussion on the Corporate Transparency Act (CTA). This webinar, presented by Tamarind Learning, offers an in-depth look at the CTA’s extensive reach, particularly its definitions of beneficial ownership and substantial control. Targeted at businesses, family offices, trust companies, and advisors, the session emphasizes the critical need for thorough analysis of complex ownership structures and proactive compliance. Participants will explore how to effectively review legal documents and prepare for the reporting challenges posed by the CTA. This course qualifies for 1 CE credit for CFP®, CIMA®, CPWA®, RMA®, and CIMC®. #continuingeducation #wealthadvisors #CFP #CECredits #webinar

Managing a family business involves more than just strategic planning and financial acumen; it deeply intertwines with psychology and emotions. This insightful article from Tharawat Magazine explores how the psychological dynamics and emotional investments impact family businesses and their growth. Why This Matters: Emotional Capital: Understand the emotional ties that influence decision-making processes within family enterprises. Psychological Dynamics: Learn about the psychological complexities that family members navigate in business settings. 🔗 Read the full article here: https://zurl.co/p73t

🚀 Kickstart Your Wealth Education Journey with Our In-Depth Assessment Tool! https://zurl.co/Mpcs Embark on a path to financial enlightenment with our specially designed assessment. Tailored to help you craft a Personal Education Plan (PEP), this tool guides you through selecting pertinent wealth education topics and pinpointing focus areas tailored to your needs. Why Take This Assessment? Customized Learning: Create a Personal Education Plan that aligns with your financial goals and educational needs. Targeted Topics: Identify which areas of wealth management, estate planning, and financial literacy you should focus on. Strategic Planning: Use your assessment results to strategically approach your wealth education journey. 🔗 Start your assessment and use your insights to build a robust Personal Education Plan. https://zurl.co/Mpcs Empower yourself with the knowledge to manage and grow your wealth effectively. Perfect for anyone looking to deepen their understanding of wealth stewardship. #WealthEducation #FinancialLiteracy #PersonalDevelopment #TamarindLearning

Have you been looking for a crash course in family offices? Looking to adapt, evolve, and grow your existing family office? Sign up to be notified when Tamarind Learning's new family office course goes live this spring, get sneak peeks at content, and early access promotions. https://lnkd.in/eWSgDQfA This course includes three comprehensive modules that cover the basics of family office structures, services, and intentional design. You will learn about adapting to change and staying relevant through innovation, how to hire and groom great leaders, and how to future-proof the organization by serving multiple generations. Each module is packed full of the latest research, thought leadership, curated book chapters, podcasts, webinars, and more. You will not want to miss this course that has family office professionals buzzing. #familyoffice #familyenterprise #wealthmanagement #thoughtleadership

Join host Cindy Radu, Chief Learning Officer for Tamarind Learning Canada guest expert Nicole Garton, President of Heritage Trust. In this episode, titled "Get it Together," Nicole shares actionable insights into preparing your estate through the lens of her resourceful book, Before It's Too Late: The Estate Organizer for Canadians. Nicole's book is also featured in Tamarind's Estate Planning Basics course, which covers gathering key documents as an essential step in the estate planning process. Use the code TOOLATE524 for 15% off Estate Planning Basics: US: https://zurl.co/MTf0 Canada: https://zurl.co/JKKj Whether you're just starting to think about estate planning or looking to refine your existing plans, this episode offers essential tips and a guide to making the process as smooth as possible. 👉 Tune in to gain insights on how to safeguard your legacy and ensure your wishes are respected. Perfect for anyone looking to bring order to their estate planning efforts. Listen here: https://zurl.co/5EH9 #EstatePlanning #TamarindLearning #Podcast #FinancialWellness #EstateOrganization

If You Could Teach Your Kids About One Thing Prior to Inheriting, What Would It Be? 🤔 47% of benefactors worry about their heirs feeling entitled to their wealth rather than empowered to manage it. It’s a valid concern—how can you ensure that your legacy leads to stewardship rather than complacency? 🌟 Empowerment Through Education 🌟 The best gift you can give to your heirs is the knowledge and skills to steward their inheritance wisely. Our courses on trusts, tax planning, and wealth management don't just prepare them for the future—they inspire a sense of responsibility and pride in their roles. Here’s how we can help: Build a Foundation: Teach them the value of wealth beyond its monetary aspect. Encourage Responsibility: Instill a mindset that views wealth as a tool for good, promoting sustainable and thoughtful management. Foster Independence: Equip them with the skills to make informed decisions, ensuring they're prepared to handle their future responsibilities. Let's transform concern into confidence. By educating your heirs, you're not just passing on wealth, you're passing on a legacy of knowledge and ethical stewardship. Not sure where to start? Schedule an education assessment today: https://zurl.co/vvrQ #WealthEducation #EmpowerHeirs #Stewardship #LegacyPlanning

Join us as host Dr. Kirby Rosplock dives into the world of conflict resolution with expert Jane Beddall, founder of Dovetail Resolutions. In this enlightening episode, Jane shares her extensive experience and unique approaches to managing and mediating conflicts within families and businesses. 🔍 Key Highlights: Normalizing Conflict: Learn how to embrace and resolve conflicts constructively instead of fearing them. Strategies for Engagement: Discover techniques for maintaining healthy relationships and effective communication even during disputes. Proactive Conflict Management: Understand the importance of addressing potential conflicts early to prevent escalation. Whether you're navigating family dynamics or professional relationships, this episode offers invaluable insights into transforming conflict into opportunities for growth and understanding. 👉 Tune in to learn how to turn challenging interactions into collaborative solutions and strengthen your connections through effective conflict resolution strategies. Get the episode here: https://zurl.co/LZzG #ConflictResolution #FamilyBusiness #Podcast #Mediation #Communication

Did your last family meeting leave you feeling like you're spinning your wheels? It's a common challenge, especially when trying to engage younger generations in meaningful conversations about wealth stewardship. 🌐 The struggle is real—planning quality, ongoing education for a diverse family can be daunting. It requires not just commitment but a clear, shared path to success. Our courses are designed to keep your family's education journey active and aligned with measurable, goal-driven outcomes. 🎯 📈 By leveraging our platform, you can: Engage Effectively: Captivate your next gens with content that speaks directly to their interests and challenges. Measure Progress: Track learning outcomes with clear metrics that demonstrate growth and understanding. Achieve Together: Foster a culture of collaboration and shared knowledge that strengthens family bonds and financial acumen. Don't let the momentum fade. Re-ignite your family's passion for learning and lead them towards a future of informed, empowered wealth stewardship. 🔗 Discover how our educational solutions can keep your family on track for success. Visit our website to learn more: https://zurl.co/oCvC #FamilyWealth #NextGenEngagement #EducationFirst #WealthStewardship

Throughout the year, we ask our network to share the books that impact them and include books that delight our team. We compile these books into our annual "Must Reads." This week's Must Read feature comes from Peter Jaskiewicz and Sabine Rau: "Enabling Next Generation Legacies: 35 Questions That Next Gen Members in Enterprising Families Ask." 📖 Empowerment Through Insight 📖 Leading academics, practitioners, and enterprising families unite to tackle the most pressing questions facing next-generation members. This guide isn't just about answering questions; it's about starting a journey of self-reflection and empowerment. Ideal for next-gen members eager to take an active role in their family's legacy, this book is your starting point for a deeper exploration into wealth stewardship. Check out the book here: https://zurl.co/wkLS Want to see more of our book recommendations? Don't miss the 2024 Must Reads: https://zurl.co/CKCV