REGISTRATION NOW OPEN!
2-DAY IN-PERSON TRAINING PROGRAM
TUESDAY, MARCH 24 AND WEDNESDAY, MARCH 25, 2026
8:00AM - 5:00PM (both days)
Location: TBD (ATLANTA, GA)
If you want to deepen client relationships, expand your impact across generations, and position yourself as the trusted advisor to the entire family — the Alignment Milestones Training Program is for you.
This program is designed for professionals whose desired outcomes include:
Building meaningful relationships with clients and their children and grandchildren
Providing real solutions to concerns about:
Family communication
Alignment and harmony
Rising generation engagement
Differentiating yourself from competitors and other advisors by facilitating families to clarify their purpose — and the purpose of their wealth
This is not theory.
During this powerful 2-day in-person training, you will experience — and learn how to facilitate — a transformational Alignment Milestones event that can be customized for families, family businesses, leadership teams, and philanthropic organizations.
Your Tuition Includes:
The full 2-day immersive, in-person training
A complete annotated agenda
Word-for-word scripts for pre-meeting individual calls and coaching conversations
A customizable summary memorandum template
A structured format (with scripts) to adapt the program for virtual delivery
Coaching guidance for engaging every family member
Detailed event logistics and location considerations
Clear post-meeting follow-up steps
You won’t leave with ideas.
You’ll leave with a complete, ready-to-implement system.
You will have the tools, scripts, confidence, and experience to facilitate your first Alignment Milestones event immediately.
If your goal is to become indispensable to your client families — this is your next step.
PLEASE NOTE: The Alignment Milestones framework is not limited to families. You will also receive ready-to-use materials to easily adapt for businesses, leadership teams, philanthropic initiatives, and other organizations.