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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. |