Leaving a lasting legacy is an idea that resonates for most people. Unfortunately, most of us will not preserve our wealth over time. In fact, 70% of all estate plans fail within two generations. Assets transfer but the wealth disappears and with it, family harmony. What can we learn from the 30% who prosper? These successful and visionary families know the importance of values-based legacy planning and in this highly interactive workshop you will learn their winning techniques. Drawing from the pioneering work of Murray Bowen, Barry Baines, and Jay Hughes, Dr. Eric Weiner integrates the latest legacy research with practical applications.

You will be challenged to:

• Reflect and clarify your important personal and professional values
• Complete Values Clarification Exercises
• Define and discuss your legacy based on your values and life lessons
• Create a first draft of an Ethical Will, a values-based legacy planning tool
• Align your values with behaviors at home and work
• Plan a Family Legacy Planning Retreat

The strategies are simple, practical, and can be implemented immediately. There is tremendous value in defining values-based legacy beliefs while one is still in their prime. It gives one the opportunity to think and rethink what is meaningful and offers the chance to communicate your beliefs to family members and work colleagues. This is the essence of leadership. In this workshop Dr. Weiner gives participants time to consider such issues and actually write, via structured exercises, their legacy beliefs in the form of an ethical will.

Biography: Dr. Eric Weiner is a therapist, consultant, coach and speaker. He is the founder of a consulting firm dedicated to helping families and organizations develop values-based legacy strategies. An innovator in this field, he has adapted a two-thousand year-old family legacy tool, the Ethical Will, and applied it to families and businesses.