2017 Training & Events Schedule

Apply now for 2017 program: Heritage Design Professional™ Coaching Program 2017-1 HERE

2017 Annual Meeting Week: February 27-March 3                                  Grapevine, TX (near DFW airport)                                                              

February 27-28

• Better Listening, Better Questions, Better Relationships-–(formerly Principles of Heritage Design) - OPEN TO ALL

     This training is for successful advisors who desire to build better and deeper           relationships with their existing clients and take their practice to the next               level.  From this training you will leave with practical tools you can use the             next day, and it can pay for itself many times over with just one client.

       More information and register HERE

 Alignment Days Training Program:
For Families, Businesses, and Organizations

(Formerly known as Family Alignment Days)– OPEN TO ALL

This training program was first developed for holding 1-day Family Alignment Days®. However, we soon found that this model was also extremely effective when working with businesses and other organizations. So, we have expanded the training to include families, businesses and other organizations. During the first day of this training we will take the group through a Family Alignment Day® as if you are one big, blended, semi-functional family. During the day you will experience:

• Creating alignment within the family
• Identifying the family’s purpose and the value of keeping the family together
• Identifying the leadership and communication styles within the family
• Creating common vision
• Identifying the purposes of the family’s financial wealth and value of keeping
it together.
• Priorities and next steps.

On the second day of this training, you will learn the nuances, transitions, and
modifications you will make when working with a business or organization. You will also learn business models, marketing and pricing for these services.
Upon completion of this 2-day program, your tuition includes a 1-year Heritage
Institute Membership and Family Alignment Day™ License for 1-year. The Family
Alignment Day™ License allows you to purchase the Family Alignment Day™
materials at 50% discount and Beating the Midas Curse books at a 30% discount off the retail prices.

                             More information and register HERE.                                                                                                                              

• 2106-1 HDP Group – Session 5 (closed)

March 1: The Heritage Institute's Annual Meeting & Dinner. More information and register HERE

March 2-3                                                                                                             HDP Year 3+ Coaching Group (closed) 

May 17-18
   Alignment Days Training (Family, Business, Organizations)  – OPEN
    2017-1 HDP Group – Session #2
    2016-2 HDP Group – Session #3
    2106-1 HDP Group – Session #6

 September 25-26 (both days 8am-5pm)
   Better Listening, Better Questions, Better Relationships – OPEN
   HDP Year 3+ Coaching Group (only certified HDPs in good standing)

September 27-28
   2106-1 HDP Group – Session #7
   2107-1 HDP Group – Session #3
   2106-2 HDP Group – Session #4

November 7-8
   Alignment Days Training (Family, Business, Organizations)  – OPEN
   2017-2 HDP Group – Session #2
2017-1 HDP Group – Session #4


In over 30 years in the business, this is the most effective, useful and transformational training I have ever experienced.
Tom Fowler, Renton, WA

See our recommended Reading List HERE