REGISTRATION NOW OPEN!

2-DAY IN-PERSON TRAINING PROGRAM
TUESDAY, NOVEMBER 7 AND WEDNESDAY, NOVEMBER 8
8:00AM - 5:00PM (both days)

Location: Phoenix, AZ

Alignment Milestones Training Program is for YOU, if your desired outcomes include:

• Build deeper relationships with both your clients/donors and their children/grandchildren

• Provide solutions to your client/donor’s concerns regarding:

o   Family communication

o   Family alignment/harmony

o   Engagement of the rising generations in family projects

Become THE advisor/professional for the entire family and differentiate yourself from both your competitors and your client’s/donor’s other professionals by facilitating the family to identify it purpose and the purpose for its wealth.

During this IN-PERSON training program, you will experience and learn how to facilitate a transformational event that can be customized for families, businesses (including family businesses), and organizations.

Your tuition includes: 

• The 2-day IN-PERSON training program;

• The annotated agenda including scripts for the pre-meeting individual calls and coaching;

• A template for the summary memorandum;

• Scheduled format with scripts for adapting to virtual;

• Details for coaching for all family members;

• The important logistics for the event, location; and

• Steps post-meeting.

You will have all the tools and experience you need to hold a FAM the next day!

In addition, you will receive:

• 1-year Heritage Institute Membership

• Stratton ILS Certification with 1 year license ($995 value) and

• Your Family Alignment Milestone License for your first year ($495 value).

The Family Alignment Milestone License allows you to purchase the Family Alignment Milestone packages for each family at a 50% discount and Beating the Midas Curse books at a 30% discount off the retail prices.