The Heritage Institute’s 11th 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
[email protected]


The event is finished.