Creating Purpose Statements VIRTUAL

Tuesday, May 20, 2025 9:30 AM 09:30
Wednesday, May 21, 2025 3:30 PM 15:30

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REGISTRATION OPENING SOON!

CREATING PURPOSE STATEMENTS –VIRTUAL COACHING SESSION (2 DAYS)

MAY 20-21, 2025

TIME: 9:30AM - 3:30PM CT (BOTH DAYS)

“The family without a purpose is like a ship without a rudder.” – adapted from Thomas Carlyle

Creating Purpose Statements Training Program is where you will learn and practice tools, skills, and activities to facilitate groups to identify and articulate their unique purpose through a series of activities and experiences.

Although this training will use working with families for its context, these skills, tools, and activities are equally effective to help any group to identify and articulate its purpose (aka mission/vision). These groups may include business boards, departments or teams, non-profit board of directors or teams, and client couples to help them get on the same page and stay focused for their future planning and execution.

Creating, revisiting, and following a Vision/Mission statement is vital to the success of many businesses. Similarly, creating and revisiting their Family Purpose Statement provides the common vision for the family that is essential for any family that desires to maintain their financial wealth and family harmony from generation to generation. It is even more essential for families with a family business. And it is often one of the family’s next steps upon completing a Family Alignment Milestone.

The session includes:

• Understand the power and importance of a ‘purpose statement’ in general, and specifically to help a family/group thrive together for multiple generations;

• Foundation elements of a Purpose Statement and how to frame it up for the group;

• Using the tools, process, and skills to demonstrate and practice how to help families or any other group or organization create a purpose statement;

• An overview of The Heritage Process and how it fits with financial and estate planning and with your existing practice and at what points in the process you can facilitate the creation of and periodically review the purpose statement with the family.