INTERACTIVE WORKSHOPS FOR CORPORATE TEAMS

THE LEGACY MINDSET WORKSHOP

WHY YOUR TEAM NEEDS THIS NOW

Most financial education stops at retirement planning. But money doesn't end with you.

The reality your employees face:

• They've inherited financial patterns from parents and grandparents — patterns they don't even recognize

• They're repeating cycles of debt, scarcity mindset, or financial silence

• They're building wealth, but not teaching their children how to steward it

• They fear becoming a financial burden in old age

• They don't know how to talk to their kids about money without shame or confusion

The cost of financial illiteracy across generations:

• Wealth built in one generation, lost in the next

• Children enter adulthood financially unprepared, repeating parental mistakes

• Money remains taboo, breeding anxiety instead of clarity

• Legacy becomes accidental, not intentional

What if your team could:

• Identify and break inherited money patterns that no longer serve them

• Build tangible assets (emergency funds, pensions, ISAs, property funds) that outlive them

• Teach their children financial literacy naturally, not fearfully

• Create generational wealth — not just personal wealth

This isn't wealth management. It's legacy formation.

Your team will trace their family's financial DNA, commit to building their first legacy asset, and design systems to ensure their children never fear money the way they once did.

WHAT HAPPENS IN 3.5 HOURS

MODULE 1: Mapping Your Financial Family Tree

Trace Generational Patterns. Keep What Serves, Break What Sabotages

Your team will:

• Interview a family member before the workshop (parent, grandparent) about their money lessons and regrets

• Map their Financial Family Tree across 3–4 generations (grandparents → parents → self → children)

• Identify inherited money patterns: avoidance, overwork, scarcity mindset, financial silence, debt cycles

• Recognize what they've unconsciously repeated from childhood

• Decide what patterns end with them — and what strengthens

• Share family photos and stories in a sacred opening circle

Outcome: A visual map of their financial inheritance — and the clarity to become the generational break point where unhealthy patterns stop.

MODULE 2: Building Your First Legacy Asset

From Insight to Action. Commit to One Tangible Wealth Vehicle

Your team will:

• Learn the 5 Legacy Assets anyone can build (regardless of income):

• Emergency Fund (£1,000–£10,000 buffer)

• Pension (retirement independence, not burden)

• ISA (tax-free wealth building)

• Property Fund (housing security for self or children),

• Junior ISA (£50/month from birth = £18,000+ by age 18)

• Choose ONE legacy asset to build starting this month

• Design a concrete funding plan (amount, timeline, automation)

• Exchange accountability partner contact info for 30-day check-ins

Outcome: A Legacy Asset Blueprint with specific monthly contributions, account setup dates, and funding sources. no hypotheticals, only execution plans.

MODULE 3: Teaching Financial Literacy to Your Children

Break the Cycle. Give Your Kids What School Never Will

Your team will:

• Learn the 4 Pillars of Child Financial Literacy by age:

• Ages 4–7: Money awareness (3-jar system: Spend | Save | Give)

• Ages 8–12: Basic budgeting (needs vs. wants, goal-setting)

• Ages 13–17: Financial responsibility (banking, interest, earning, investing)

• Ages 18+: Wealth building (pensions, ISAs, property ladder, credit)

• Design an age-appropriate Child Financial Literacy Plan for their kids

• Write a Legacy Letter to their children or grandchildren to be read in 2050

• Commit to one action this month (introduce 3-jar system, open savings account, have first money chat)

Outcome: A teaching roadmap so their children grow up financially confident, not financially fearful — and a legacy letter that outlives them.

WHY CHOOSE SEAN

SEAN TEACHES THIS FROM 3 GENERATIONS OF FINANCIAL WISDOM:

HIS GRANDFATHER'S SURVIVAL, HIS FATHER'S DISICPLINE, HIS MOTHER'S

INTEGRITY AND HIS OWN WEALTH-BUILDING JOURNEY

NATIONAL PROPERTY AWARD WINNER

LEGACY AWARD WINNER

40-UNDER-40 AWARD WINNER

PILLARS OF SEAN'S TEACHINGS

S - Staying Coachable

P - Practice, Patience & Persistence

O - Observe & Optimise

N - Nurture Relationships

G - Grow through Challenges

E - Execute with Excellence

WHAT TO EXPECT ON THE DAY

09:00 - 09:15 | Arrival & Opening Circle
Family photo sharing. Ground rules: honor your story, speak your truth, see the generations.

09:15 - 10:30 | Module 1: Mapping Your Financial Family Tree
Diagnostic mapping. Generational pattern recognition. Small group shares. Break-point clarity.

10:30 - 10:45 | Break

10:45 - 12:00 | Module 2: Building Your First Legacy Asset
The 5 Legacy Assets. Blueprint design. Funding plan. Partner accountability commitments.

12:00 - 12:15 | Break

12:15 - 12:45 | Module 3: Teaching Financial Literacy to Your Children
4 Pillars by age. Child literacy action plan. One commitment this month.

12:45 - 13:00 | Closing Legacy Commitment Ceremony
Legacy Letter to descendants in 2050. Public commitment circle. Final words.

PRE-WORKSHOP PREPARATION

Your Team's Pre-Work (Sent 3 Days Before)

To unlock the deepest transformation, attendees complete 10 minutes of family legacy prep before arrival:

• Interview one family member (parent, grandparent, elder) "What's the best money lesson you ever learned?" "What's your biggest money regret?" "What do you wish you'd known about money at my age?"

• Bring one family photo (optional but encouraged) A parent, grandparent, or ancestor who shaped their money beliefs;even unintentionally

• Reflect on one question: "What financial pattern am I unconsciously repeating from my parents?"

This isn't busywork. It's ancestral preparation.

The more honest they are before they arrive, the more transformational the day becomes.