7 Hours of Recordings and Content from The Heritage Institute’s 20th Anniversary Conference

FEATURED SESSIONS

PANEL:  20 YEARS OF EXPONENTIAL CHANGE LEADING INTO WEALTH 3.0

PANEL:  THE IMPORTANCE OF INTEGRATING THE CLIENT’S PLANNING (FINANCIAL, ESTATE, HERITAGE, PHILANTHROPIC) & EDUCATING THE RISING GENERATIONS)

FAMILY SUCCESS STORY:  THE ANDERSON FAMILY

ISSUES AND CONCERNS FOR THE FUTURE OF PHILANTHROPY

PANEL:  THE INCREASING ROLE OF WOMEN AND  THE EFFECT ON YOUR BUSINESS

ACTIVITY:  IT ISN’T ABOUT YOU! FOCUSING ON YOUR CLIENT/DONOR’S DESIRED OUTCOMES AND DELIVERING OUTCOME-DRIVEN SOLUTIONS

PROVIDING THE UNIQUE SERVICES AFFLUENT CLIENTS WANT AND NEED THROUGH EFFECTIVE COLLABORATION

MONETIZING MULTI-GENERATIONAL PLANNING SERVICES (EVEN WITHOUT CHARGING FEES)

TECHNOLOGY TO ENGAGE THE RISING GENS

PANEL:  IMPACT OF HERITAGE DESIGN ON MY FAMILY

**HDP/HDPCs receive a 50% discount with your code ** MEMBER/PARTNERs receive a 25% off discount with your code**