Events

Legacy Coaching for Multi-Generational Families

•Dates: May 6-7 Location: Atlanta, Georgia

•Dates: Aug 12-13 Location: Southern California

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 ATLANTA ON MAY 6-7, 2026
or IN SOUTHERN CALIFORNIA ON AUG 12-13

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.

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 2026

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 (Discounts available)

Individual Registration - $2,500
Student, Alumni & Approved NPOs - $1,000