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2013 Training & Academy Schedule
JULY, PORTLAND, OREGON
Heritage Design
Creating Clients Forever- 3 days
This Academy is Open to all
July 22-24
Portland, OR
(This Academy satises CWCC requirements for Clients Forever, Guided Discovery and Heritage Statements.) During this Academy you will learn how to build deeper relationships with both your clients and their families, which will increase your client retention (including retention after your existing clients die). You will also learn
how to supplement and enhance your clients’ existing financial and estate planning by passing your clients’ non-financial assets to the next generation and prepare the next generation for what they will receive. We have developed these proven techniques across two decades of practice with thousands of clients. And, you will learn how to accomplish all of this without disrupting your existing practice!
More Information & Register here
SAVE THE DATE- JAN 27-31, 2014
10th Annual Meeting & Dinner
Location TBA
Learn about our Advanced Academies here
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recommended reading page
JULY, PHILADELPHIA, PA
Heritage Design
Creating Clients Forever- 3 days
This Academy is Open to all
July 30- August 1
Philadelphia, PA
See July 22-24 for details
More Information & Register here
Heritage Design from a Biblical Perspective
Going from Financial Stewardship to Family Stewardship -1 day
This Academy is Open to all
August 2
Philadelphia, PA
Heritage design was developed to combat a chronic failure that has been the focus of multiple studies and
centuries of well-documented history. The conclusion: 90% of all inheritance plans ultimately fail. They always have. When we studied the successful 10% of families, we discovered they were using Biblical principles regarding training the next generations. The Heritage Design from a Biblical Perspective Academy will provide the Biblical basis forHeritage Design, together with various models for introducing the concept to churches and other faith-based organizations.Many of the principles of heritage design come from Biblical principles, particularly as they relate to the ways in which the health, unity and strength of the family can be developed and maintained from one
generation to the next.
More Information & Register here
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2013 training schedules & events
GenUs Imagined
This Academy is Open to all
July 22-24
Portland, OR
(This Academy satisfies CWCC requirements for Enrolling, and MAX. ) GenUs Design is delivered by collaborative professional teams in two distinct segments. First, there is GenUs Imagined. In this Academy you will learn how to facilitate a process through which the client imagines and describes where they want to be in the future, where they are today, and, what gap(s) exist between their ideal today and ideal tomorrow.
More Information & Register here
Transformational Philanthropy
Build deeper donor relationships- 2 days
This Academy is Open to all
July 25-26
Portland, OR
“Transformational philanthropy” - a gift that has a profound an impact on the donor who makes it (and
often their family) as it does on the organization receiving the gift. The transformation occurs not as a function of the size of the gift, but instead as a reflection of the passion behind the gift.
During these two days, you will learn how discovering the passions of donors and helping them to fulfill those passions through philanthropy creates transformational philanthropy. Then you will learn how philanthropy can be developed and sustained for multiple generations with multi-generational planning that nurtures the family’s commitment to ongoing philanthropy. Finally, we will examine the impact that transformational philanthropy can have on your practice and the organizations the donor supports.
More Information & Register here
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of Heritage Academies.
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Join the live webinar with CEO Rod Zeeb this Wednesday at 11 AM PT.
Topic: Transformational Philanthropy
1. Please join my meeting, May 22, 2013 at 11:00 AM PDT.
https://global.gotomeeting.com/join/717410341
2. Use your microphone and speakers (VoIP) - a headset is recommended. Or, call in using your telephone.
Dial +1 (773) 897-3016 • Access Code: 717-410-341 • Audio PIN: Shown after joining the meeting
Meeting ID: 717-410-341