Answering the Three Required Foundational Planning Questions (ESC 300)
Helping Client’s Maximize Planning Outcomes There are three foundational questions that need to be answered for a family to create a comprehensive and integrated plan. In this course, we discuss these questions and describe how to use them to help your client’s maximize strategic planning outcomes. Topics Video Handout Answering the Three Required Foundational Planning […]
Inheritance Planning and Heir Preparation (ESC 800)
Maturity Markers and Inheritance Readiness Without a doubt, the most complex area of planning is inheritances. There is nothing more devastating than an ill-thought-out inheritance plan. In this course, we learn how to use “maturity markers” to help parents and grandparents objectively assess the readiness of their heirs to receive an inheritance. We will also […]
Understanding and Using the Charitable Planning Tools (PTS 100A)
Optimizing Planning Outcomes This course looks at seven charitable planning tools and their many variations and situations/transactions where they are powerful in optimizing planning outcomes. Topics Video Handout Understanding and Using the Charitable Planning Tools (PTS 100A) Related Resources
Books and Sermons
Over his career as a Stewardship Planner, Jay Link authored a number of books and was a compelling speaker within the legal, financial industries as well as with churches and nonprofit ministries. Below are downloadable manuscripts of his six books and several manuscripts from a number of his more recent sermons on stewardship living and […]
The Collision of Biblical and Secular Worldviews in Planning and Giving (ESC 200)
Are You Asking Your Clients the Right Questions An advisor’s personal worldview has a massive impact on how he or she provides guidance. Tragically, even Christian advisors do much of their planning from a secular perspective because this is how they were trained. In this course, we identify where secular and biblical worldviews collide and […]
Stewardship Quotes on Character
John 13:8
THE OUTWARD LIFE OF A STEWARDReceiving Gifts Peter said to Him, ‘Never shall You wash my feet. In John 13 Jesus is washing the disciples’ feet. When he comes to Peter, verse 8 says, Peter said to Him, ‘Never shall You wash my feet (NASB)!’ For many believers it is far more difficult to be […]