I picked up one idea that will likely translate into $240,000 additional revenue annually for my firm doing work I love to do with people I love doing it with!
Johnne Syverson, West Des Moines, IA

2018 Training & Events Schedule

The Heritage Institute's 2018 Annual Conference & Award dinner February 26-March 2, 2018

Most Sessions Are Open to Everyone!

at the MARRIOTT SOLANA, WESTLAKE, TX (NEAR DFW)

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This year’s Conference will include sessions with leaders in their fields, and are open to everyone

 
·  Tom Rogerson, Steve Novak and Tiffany Kirgan talking about the Family Advancement Sustainability Trust (aka the “FAST Trust”), which will help all advisors who work multi-generationally both get engaged and get paid multi-generationally. 
 
·   For decades, estate planning attorneys have been the hardest professionals to collaborate with.  The recent estate tax and income tax changes are changing all of that.  David York (a nationally known estate planning attorney) talking about Engaging Estate Planning Attorneys – both why they now need us (with the estate tax changes) and how to approach and engaged them.
 
·   Using the tools we train (like the Alignment Conversation) with all clients to exponentially increase the size of estates with which you work, or the size of charitable gifts you generate.
 
·  Holding multi-family meetings with allied professionals in your community for the benefit of your clients/prospects and both you and your allied professional
 
·  Tom Rogerson will also do a session on Creating the “little train” (Engaging and Energizing the Rising Generations)


Annual conference Week Events

Feb 26-27 (Mon-Tue)                                                      HDP Year 3+ Coaching Group

 For certified HDPs in good standing. Ends at noon Tuesday.

Feb 27-28 (Tue-wed)                                                    open to all                                                            Annual conference & Awards Dinner days

All are welcome to register and join us, members, guests & friends. Begins at 1:15 PM  on the 27th, ends at 4:00 PM on the 28th.                                                                      

Feb 27 (Tue)                                                                     open to all                                                                    Awards DinneR                                                           6:30-9:00 PM

Feb 28 (wed)                                                               open to all                                                                 annual conference DAy 2 /8 AM - 4 PM

MAr 1-2 (thur-fri)                                                        open to all                                                           Better Listening, Better Questions, Better Relationships(During Annual conference Week)

This training is for successful advisors who desire to build better and deeper relationships with their existing clients and take their practice to the next level.  From this training you will leave with practical tools you can use the next day, and it can pay for itself many times over with just one client.

 

Mar 1-2 (thur-fri)                                                           2018-1 HDP Group-Session #1                                    2017-2 HDP Group-Session #3


A Special Discount for Our 2018 Coaching Group

We have been told by many of the participants in our Heritage Design Professionals® Coaching Program that they would have gotten MUCH more out of the program and been more profitable quicker had they started the program prior to the first session, which would have allowed them to have coaching calls before the first session.  We also believe that is true.

So, for the 2018-1 Coaching Group, we are acting on what past participants have told us.  We are providing a 20% discount to the first 7 people who enroll into the 2018-1 Coaching Group (from $17,800 to $14,240).  In order to receive this discount, you must be one of the first 7 registrants, and we must receive your Application and Early Registration Addendum by December 31, 2017.

Apply HERE for the Heritage Design Professional™ Coaching Program.

Complete the early Registration Addendum by december 31st and get your 20% discount HERE.


May 7-8, 2018                                                       Alignment Days Training (Family, Business, Organizations)  – open to all

MARRIOTT SOLANA, WESTLAKE, TX (NEAR DFW)

This training program was first developed for holding 1-day Family Alignment Days®. However, we soon found that this model was also extremely effective when working with businesses and other organizations. So, we have expanded the training to include families, businesses and other organizations.

During the first day of this training we will take the group through a Family Alignment Day® as if you are one big, blended, semi-functional family. On the second day of this training, you will learn the nuances, transitions, and modifications you will make when working with a business or organization. You will also learn business models, marketing and pricing for these services.

Read/download this PDF for more information

2018-1 HDP Group-Session #2                                     2017-2 HDP Group-Session #4                                    2nd Chair Training for Alignment Days             (need invitation from HDP or FAD certified)


August 15-16 (wed-Thu)   open to all all                   Better Listening, Better Questions,                 Better Relationships

This training is for successful advisors who desire to build better and deeper relationships with their existing clients and take their practice to the next level.  From this training you will leave with practical tools you can use the next day, and it can pay for itself many times over with just one client.

2018-2 HDP Group-Session #1                                         2018-1 HDP Group Session #3


September 26-27, 2018 (Mon-TueS ends at 4 PM), TX

HDP Year 3 + Coaching Group (for certified HDps in good standing)                                                       2017-2 HDP Group-Session #



November 7-8, TX                                             Alignment Days Training (Family, Business, Organizations)  – OPEN to all

This training program was first developed for holding 1-day Family Alignment Days®. However, we soon found that this model was also extremely effective when working with businesses and other organizations. So, we have expanded the training to include families, businesses and other organizations.

During the first day of this training we will take the group through a Family Alignment Day® as if you are one big, blended, semi-functional family. On the second day of this training, you will learn the nuances, transitions, and modifications you will make when working with a business or organization. You will also learn business models, marketing and pricing for these services.

Read/download this PDF for more information

2018-2 HDP Group-Session #2                                   2nd Chair Training for Alignment Days (need invitation from HDP or FAD certified)                  2018-1 HDP Group-Session #4


Save the date!

February 25-March 1, 2019

2019 Annual Meeting Week

 

             See our recommended Reading List HERE