Thompson Learning Academy

Preparing the Next Generation

At Thompson Investment Partners, not only are we passionate about preparing our clients for retirement and beyond, we go the extra mile and care deeply about preparing the next generation. This includes teaching them about key financial concepts and values that will greatly benefit them for the rest of their lives.

One of the main reasons that financial education is so important is because approximately 70% of estates fail following the transition into the hands of heirs. The future generation generally loses control of the transferred assets due to poor investments, arguments with family members leading to legal costs and asset splits, or simply due to a lack of preparation.

We have studied the remaining 30% of families that had a successful post-transition experience and found that this success came from proactively educating the next generation. One of the key reasons for success was the family’s use of charitable giving which instills a family mission and a sense of accountability. Financial prosperity requires intentional thought and effort.

As your Family CFO, our goal is to provide the next generation with the resources and guidance to ensure that they are prepared to tackle every stage of life. This is why we have created the Thompson Learning Academy (TLA) that is a designed course of articles, tools, and additional resources to enhance their financial literacy. Specifically, our goal is to instill key financial concepts and values that will greatly benefit them for the rest of their lives.

We have launched the first two initiatives to start and plan to build on this in the years to come:

  1. TLA Financial Literacy Brochure Series

Thompson Learning Academy

This is a specially curated brochure series designed to assist anyone based upon their current stage of life as each comes with its own milestones, challenges, and learning lessons. We want to assist everyone as these brochures aim to enhance the financial literacy of children (ages 6-12), teenagers (ages 13-17), young adults (ages 18-25), and adults (ages 25-65). Each brochure includes all of the unique concepts one should be familiar with to excel financially at that age along with exercises and resources.

If interested in a specific copy, please click on the link below to contact us to receive a pdf of the version to assist the loved ones in your life.

Click Here to Contact us for a Copy

  1. TLA “Back to Basics” Webinar Series

This is a webinar course that is exclusive for our clients’ children and grandchildren. The TLA “Back to Basics” Webinar Series” is an 8-session course covering key topics to benefit young adults between the ages of 16 to 35.

This is a unique journey to significantly improve one’s financial competency and will include topics such as mastering your finances (budgeting and planning), investments, career advancement, and making a difference.

If interested in learning more about this course, how we help families, and if we would be a potential fit to work together, please contact us in the link here.

We look forward to preparing the next generation together!

Thompson Investment Partners