Upcoming Events
Legacy Coaching for
Multi-Generational Families
May 14-15, 2025 (Lancaster, PA)
Fall 2025 (Dallas & Phoenix)
Join Tom Conway for two days of intensive training and networking. Learn to implement successful coaching strategies with your clients and help them think through their legacies in deep and meaningful ways.
Legacy Coaching for Advisors of Multi-Generational Families
JOIN US IN PENNSYLVANIA ON MAY 14-15, 2025
This transformative two-day workshop is meticulously designed to equip you with the tools and strategies needed to guide your clients in exploring and defining their legacies in profound and impactful ways.
EVENT DETAILS:
Date: May 14-15, 2025
Location: Lancaster Bible College
901 Eden Rd, Lancaster, PA 17601
Discover the Impact from Previous Participants
Enhancing Charitable Giving and Family Legacy
Building a Legacy: The Role of Faith in Financial Stewardship
Unlocking Legacy: A Guide for Advisors
“If you're considering a Legacy by Design event or any of the material, I highly recommend it. You'll find a wealth of resources, built over years by experienced individuals committed to helping advisors guide their clients on a meaningful stewardship journey.” -Heath M.
Upcoming Projects
COMING FALL 2025
Family Legacy by Design and Family Legacy Coaching by Design provide a transformative framework for high-net-worth families and their advisors to build intentional, faith-driven legacies. The first book empowers families to navigate wealth transfer, strengthen relationships, and maximize kingdom impact, while the second equips advisors and coaches with tools, certification insights, and interactive curriculum to guide families in aligning their mission, vision, and values for generations to come.
PRICING (Early registration and other discounts available)
Single Registration - $3,500 (Save $1,000 if you pay your $500 deposit by April 30th)
Bring additional registrants - $3,000 each
Group Registration (4 or more): $2,500 each
Pre-approved non-profit registration: $1,000 each
Pre-approved student registration: $1,000 each
$500 minimum deposit due after submission; balance due at the event.
LOCATION: LANCASTER, PA
