Sustaining Family Wealth & Unity Across Generations-Workshop for advisors
May 1st
3-Hour Workshop
Host: THE NORTH COUNTY ESTATE PLANNING COUNCIL- SAN DIEGO
Facilitator: Marty Dutch
Guest Speaker; Rod Zeeb, CEO, The Heritage Institute
Location: Carmel Valley/Del Mar, CA
Time: TBA
What Matters-Workshop for advisors
May 3 (date subject to change to May 4)
3-Hour CE Workshop
Kiawah, SC
Facilitated by Todd Rhine, CWC
Time & Location TBA
Transformational Philanthropy–Workshop for advisors–(Private)
May 8
3-Hour
Altamed
Los Angeles, CA
Facilitated by Navigator Legacy Partners
9:00 AM-Noon
Elements of Heritage Planning Workshop for advisors
May 10th
2 Hour PRIVATE Workshop
Cleveland, OH
Facilitated by Richard Tanner, Ownership Advisors
Guest Speaker: Lori Coonen, Regional Director, The Heritage Institute
3:00 PM-5:00 PM
Live National Webinars
From the campus of Abilene Christian University
Transformational Philanthropy (for advisors)
Access the webinar live: acu.edu/heritageinstitute
May 16
10:30 AM-12:00 Noon Central time
What Matters (for all audiences)
Access the webinar live: acu.edu/heritageinstitute
May 16
3:30 PM-5:00 PM Central time
What Matters-Workshop for the general public
May 20 (Private)
3-Hour Workshop
Sierra Madre, CA
Facilitated by Navigator Legacy Partners
Mater Dolorsa Passionist Retreat Center
What Matters-Workshop for advisors
May 22
1.5 Hour Workshop
Seal Beach, CA
Facilitated by Navigator Legacy Partners
10:00 AM-11:30 AM
What Matters-Workshop for the general public
May22- presented twice
2-Hour Workshop
Seal Beach, CA
Facilitated by VantaQuest
1:30 PM-3:30 PM and second event 6:30 PM-8:30 PM
Clients Forever: Developing a Multi-generational Client
May 23
1-Hour Workshop
Utah Valley University, Sorensen Student Center
2:30pm to 3:30pm
Presenter: John Unice, CFP, CWC
Transformational Philanthropy
May 25
1-hour workshop
11:00 AM-Noon
Facilitated by Devon Dougherty
Location: Long Beach Memorial Hospital, Long Beach, CA
Cost: complimentary, reservations required
Reservations and additional information, contact: 562-933-1673. RSVP by May 18
Transformational Philanthropy
May 29th
90 Minute Workshop
Facilitator: Todd Rhine, Regional Director, The Heritage Institute
Location: The Golf Club at Indigo Run, Hilton Head Island, SC
Sponsor: Bob Gardner, President WSG Advisors
Information Request: (843) 682-4041
Events
To learn about having a Heritage Professional facilitate a workshop for your business or non-profit organization, please email us here.
Download Heritage Planning Month Fact Sheet
