Experts Library

Legacy Planning: Family Vision, Mission, and Values Study Gr...

Bill High

Study Group

Making a Lasting Difference for Families: Legacy Planning St...

Bill High

Study Group

Discipling the Next Generation: A Process to Pass Wisdom and...

Michael Gibney

Annual Conference: Breakout

Boundaries in Client Conversations

Tom Conway

National Teleconference

The Hobby Lobby Story: A Legacy in Process

David Green

National Teleconference

Lessons on Next Generation Wealth Transfer

Dan Cathy &

Russ Crosson

National Teleconference

Client Profile: Values in the Family Business Study Group

David Green &

Bill High

Study Group

Practical Legacy

Bill High

Annual Conference: Breakout

Leave a Legacy of Affirmation: A Template for Writing Letter...

Jody Noland

Webinar

Ten Steps to Family Business Succession

Randy Fairfax

Tools and Resources: Client Tool

Inheritolatry Conversation Guide

Tools and Resources: Practice Tool

Philanthropic Counsel Session Two: Tools for Counseling Clie...

Jim Wise

Online Training

The Legacy Conversation Framework Tool

Bill High

Tools and Resources: Client Tool

The Christian Financial Professional and Non-Christian Clien...

Randy Fairfax

Tools and Resources: Client Tool

Family Meeting: Preserving Legacy

Randy Fairfax

Webinar

Philanthropic Counsel Session One: Why Incorporate Philanthr...

Jim Wise

Online Training

Principles of Effective Wealth Transfer

Erik Daniels

Study Group

Key Principles in Effective Wealth Transfer

Erik Daniels

Tools and Resources: Practice Tool

Inheritolatry, Part II Study Group

Jim Wise

Study Group

The Legacy Conversation

Bill High

Study Group

Wealth Transfer: Client Presentation

Brad Smith

Tools and Resources: Client Tool

Trends in Christian Generosity

Matt Hames

Study Group

Wealth Transfer vs. Wisdom Transfer

Jeff Rogers

Webinar

Philanthropic Counsel Session Three: Strategic Uses of Donor...

Jim Wise

Online Training