The Heritage Institute’s Annual Meeting Week

OC AiP seeks to provide members information about education/training opportunities that are in alignment with the mission of OC AiP.

The Heritage Institute’s 11th Annual Meeting Week will be at the Wyndham Hotel – Avenue of the Arts, Orange County on January 26 – 30, 2015.

The Heritage Institute provides training, coaching and mentoring to professionals and non-profits on The Heritage Process which helps individuals and families discover what is truly important and to craft a vision to achieve those goals.  Heritage Design which includes philanthropic planning is the next step after doing good financial and estate planning, and it prepares the inheritors for what they are going to get BECAUSE we did good financial and estate planning.

Academies include: Principles of Heritage Design (2 days), Profitability & Collaborative Teams (2.5 days).

Annual Meeting Speakers: Rod Zeeb, Doug Carter, John Warnick and Courtney Pullen.

Annual Meeting Topic Discussions: 

  • How can our many “tribes,” interact locally, nationally and internationally to increase “the 10%” of successful multigenerational families?
  • Facilitating Family Meetings
  • Working with Family Coaches
  • Exercises for Family Meetings
  • Engaging New Clients (the enrolling Alignment Conversation)

If you desire to build a multi-generational client/donor base and go from success to significance with your clients/donors, this is for you. This may be the best investment you make in yourself and your practice/organization this year.

15% to 50% AiP Discount Available, Use membership code:  AIP

15% discount for Annual Meeting, OR if attending the whole week (attending either Principles of Heritage Design or Collaborative Teams &Profitability academies) receive 10% discount for the academy and then 50% discount for Annual Meeting. (Special membership code needed for Annual Meeting with this option.)

Any questions, please contact Lori Coonen at The Heritage Institute
Office:  920.462.4534


OCAIP Program Themes for 2015

February 10, 2015 - Speaker Series Event: Roy Williams, Engaging the Next Generation: How to Child-Proof Your Legacy and Avoid Joining the 70% Club

June 16, 2015 - Speaker Series Event, Understanding More About Giving Vehicles

October 13, 2015 - Speaker Series Event, Integrating Values and Goals into Overarching Wealth Management Plans


Recent Past Events

February 11, 2014 - Speaker Series Event: Laura Ferretti, Dr. Kathy Abels, Douglas Freeman, Lisa Fujimoto, Changing Lives – Advisors That Champion Education

February 25, 2014 - Roundtable Event Hosted By Bob Greenberg & Mark Rylance, Leading Advisor’s Roundtable Series Hosted by R.S. Crum: Getting it done – helping clients take action on their giving

June 17, 2014 - Speaker Series Event: Gerald Solomon, Max Gardner, Christina Altmayer, Marty Dutch, Donors Are Collaborating for Social Change – What Advisors Should Know

July 1, 2014 - Roundtable Event Hosted By Mark Van Mourick  The Optivest Model – Activating Giving Within a For-Profit Wealth Management Firm

September 30, 2014 – Leading Advisor’s Roundtable Series Hosted by Brown & Streza

October 21, 2014 - Speaker Series Event Developing Strategic Giving Plans and Mission Formation

December 10, 2014 – Leading Advisor’s Roundtable Series Hosted by OCCF