Larigent Learning Portal

[EG] Setting Up Trusted Contacts & Emergency Safety Nets

Course

Step-by-step guidance for adding an official Trusted Contact to a parent's bank and brokerage accounts, done together with a parent, with simple dos and don'ts for raising it so it reads as care instead of control.

[AP] The Capacity Gap Audit

Course

A CFP CE course on closing the Capacity Gap: a standing, dignity-preserving audit of trusted-contact/POA status, data exposure, and isolation signals at onboarding and every annual review.

[EG] Securing Your Parent's Digital Footprint

Course

Step-by-step guidance for opting parents out of data broker lists, locking down phone and email settings, and reducing scammer targeting—done together with a parent, in a way that reinforces independence instead of control.