In this 2-hour course, we will discuss a unique process for ensuring that families have the means to understand the role of wealth in the family, how the family’s wealth can improve lives, and to connect the family’s wealth to individual and shared family purposes. We believe that this course is perhaps one of the most important we will be offering. Throughout Legacy Counsellors’ 30 years of practice, we have come to understand that these are the things that clients really care about, and in this course, we’ll discuss a practical means of engaging clients in conversation and offering clients real solutions to these very important concepts.

The deadline to register is Tuesday, May 6.

Please fill out the form below.