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ACADEMIES & EVENTS

JAN

26-27


JAN

26-28









JAN

28


JAN

29-30

Counseling the Affluent


Profitability &

Collaborative Teams

(ends at noon on the 28th)


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.

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MORE NEWS

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GET CONNECTED

Heritage Institute Autumn
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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

Build deeper, more significant relationships. Click Santa’s cap to learn how you can give your clients, associates, donors and other important people a special holiday edition of What Matters featuring your name, photo and information on the cover. Advisors call it ‘the best gift they have ever given.’

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.

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Click TV to watch the

Heritage Design Professional Webinar from Oct 15th, 2014