Professional Speakers for your Conferences and Events
Rodney (Rod) C. Zeeb, JD, HDP™, Founder and CEO of The Heritage Institute
A self-proclaimed recovering estate planning attorney, Rod Zeeb is passionate about training advisors. The Heritage Institute training is radically different from the college and continuing education to which professionals have become accustomed. Rod is passionate about training professionals to deliver what clients actually want, a plan that meets the financial needs of the family while preparing the family for the inevitable surprises that come with implementing an estate plan.
With a casual speaking style and an easy-going persona, Rod has been invited to speak nationally and internationally at events including MDRT, NAIFA, AFP, National Network of Estate Planning Attorneys, Securities Industries and Financial Markets Associations (SIFMA), NAPFA Advanced Planners/Larger Firm Initiative, United Way of America National de Tocqueville Conference, Pershing’s INSITE Conference, FPA (national and regional groups), International Association of Advisors in Philanthropy, and many others.
Not to toot his horn, but Rod has been quoted in The Wall Street Journal, The Christian Science Monitor, Dow Jones News, Macleans Magazine (including international editions), Wealth Collection Magazine, Financial Advisor Magazine, Wealth Manager Magazine, Inside Information, Boomer Magazine, Investment News, Research Magazine, and many other print and online publications.
Rod is also the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and he is co-author of the novel What Matters.
Rod Zeeb speaks on Family Wealth and Succession
Lori M. Coonen
Lori M. Coonen, CFP®, Heritage Design Professional™, Chief Learning Officer of The Heritage Institute
With a style similar to your most trusted friend and confidant, Lori has been working together with families for over 20 years. Her mission is to keep the family strong by:
creating a culture of communication and trust within the family,
training families how to approach difficult conversations with trust and respect,
facilitating multi-generational family meetings,
focusing on enhancing leadership,
identifying common family values and purpose, and
establishing systematic, intentional traditions for successful family transitions.
Lori’s speaking engagements include local and national events including the International Association of Advisors in Philanthropy, FPA Northeast Wisconsin, Fox Valley Estate Planning Council, Keller Williams Real Estate Group, Fox Valley Senior Resource Network, Women & Investing Workshop, First Global WIN, and other organizations who have enjoyed her interactive and engaging presentations.
In addition to her training and speaking, Lori is also the co-author of the book, unPrepared: Heirs at Risk.
