>>


>>


>>


>>


>>


>>

ACADEMIES & EVENTS

JAN

26-27




JAN

26-28






JAN

28


JAN

29-30

Principles of Heritage

Design




Session #1 of Heritage Design Professional™ Coaching Group 2015-1


Session #3 of Heritage Design Professional™ Coaching Group 2014-2



Open Space Session



Annual Meeting & Dinner

LOCATION

Wyndham Hotel - Avenue of the Arts,  Orange County, CA

INSTITUTE NEWS

  MEMBER SURVEY

Our most active members say our coaching and consulting has distinguished them from their competition, increased their profits and retention, equipped them to build deeper client relationships, created multi-generational client engagements, and increased the value of their practice.  And, they are having more fun!


How?  We provide effective training, coaching, and consulting that allows advisors to confidently and profitably provide multi-generational Heritage Design services directly, through collaboration, or through some combination of the two.

>>

MORE NEWS

>>

GET CONNECTED

GATEWAYS FOR...

RESOURCES

COMMUNITY

All content © 2014 THE HERITAGE INSTITUTE 

                   About   l  The Heritage Process  l  Families  l  Professionals  l Training  l  Schedule  l  Contact  l  Video 

Join us in Costa Mesa, CA,  January 26-30 for Advanced Training Academies & our

11th Annual Meeting & Dinner

It is with a very heavy heart that I let you know that our beloved Jack Beatty has passed away. As many of you know, Jack was with us from the very beginning of THI and was, and continued to be, a friend and mentor to Ryan and I, and to many others within our community. His impact on my life and on our community cannot be overstated.  We will be honoring Jack at our Annual Dinner on January 29th, and will be renaming the Pinnacle Award after Jack.

To learn more about the immediate value that our training can deliver to your unique business, and to learn about about upcoming conference calls and Academies, please contact Director of Education Lori Coonen.

>>


>>


>>


>>


>>

>>

>>

>>

>>

>>

>>

>>

Click TV to watch the

Heritage Design Professional Webinar from Oct 15th, 2014

Heritage Institute Winter
Academies  & Opportunities

A Message from CEO Rod Zeeb

Jack Beatty


Read a eulogy

Jack-Beatty-In Memoriam.pdf