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Tom Conway

AC21 Workshop-The Legacy Conversation in a Multigenerational Family

About the Course

Coaching multiple generations about their family's legacy can be as individual as each family. These guidelines help you determine which clients are candidates for legacy coaching, which key words are essential, and which kinds of legacy fit each situation. Learn the five areas of your legacy to be considered during financial planning, along with questions you will want to ask Generation two.

About the Speaker

Tom  Conway

Tom Conway

Conway & Associates

Tom Conway is president of Conway & Associates, a philanthropic advisory firm that works with ministries, churches, and givers to advance the grace of giving. Tom is a CPA with a tax planning background who has served Ernst & Young, Cru, Ronald Blue Trust, Perimeter Church, Generous Giving, Inc., National Christian Foundation, Kingdom Advisors, and Haggai International. Tom is also a Certified Kingdom Advisor®. He has lived and served in Africa and worked in Central Europe, Russia, and Asia. Tom and his wife, Susan, have four children and ten grandchildren and live in Atlanta.

Continuing Education

Accepted for CE Credit

Hours: 1
Designations: CKA®, CFP®, IMCA, PACE, FPSC, Institute, Insurance
Minimum  Passing Grade: 80%