Upcoming workshops — May 6–7 & August 12–13

A 12-Session Workshop

Build a Family Legacy That Lasts for Generations

A proven, faith-based process to help families move beyond wealth transfer—toward clarity, alignment, and meaningful legacy across generations.

WHY THIS MATTERS

Most Legacies Don’t Fail Financially—They Fail Relationally

Families spend a lifetime building wealth, but very few are prepared to transfer it well. The breakdown isn’t about money—it’s about clarity, alignment, and communication.
Without intention, even the strongest families drift over time.

Lack of Clarity

Families often haven’t defined what truly matters—leaving the next generation without direction.

Lack of Alignment

Values, decisions, and financial plans are often disconnected, creating tension and inconsistency.

Lack of Communication

The most important conversations never happen—until it’s too late.

WHAT YOU’LL LEARN

What You’ll Learn In The Legacy By Design Workshop

In this 12-session workshop, Tom Conway walks through the Legacy by Design process used to guide families toward deeper clarity, stronger alignment, and intentional multi-generational legacy planning.

Legacy Coaching Framework

Learn the complete Legacy by Design process for guiding families through legacy conversations, alignment, and long-term planning.

Family Alignment & Communication

Discover how to facilitate meaningful conversations that help families clarify values, vision, and shared goals across generations.

Next Generation Engagement

Understand how to involve children and grandchildren in legacy conversations so wisdom, purpose, and stewardship are passed on.

WORKSHOP SESSIONS

Explore the 12-Session Family Legacy By Design Training

Session 1 Trailer

Introduction to Multi-Generational Legacy Coaching

Discover why legacy coaching goes beyond traditional financial planning and helps families pass on wisdom, values, and resources with clarity and alignment.

Session 2 Trailer

The Heart of a Legacy Coach

Explore the mindset, character, and relational wisdom required to guide families well. Tom shows why technical expertise matters, but heart, humility, and trust are what make legacy work truly transformational.

Session 3 Trailer

The Process of Legacy Coaching

Get a clear overview of the full Legacy by Design process. This session introduces the three stages of legacy coaching and shows how clarity, alignment, and communication shape every step of the journey.

Session 4 Trailer

The Five Areas of Legacy

Learn how to help families think more broadly and more deeply about legacy. Tom walks through the five key areas — personal, family, financial, business, and charitable — so families can define what they want to be known for in each one.

Session 5 Trailer

The Goals Conversation

Every meaningful legacy plan begins with the right questions. This session shows how to lead thoughtful conversations that surface a family’s true values, priorities, hopes, and long-term intentions.

Session 6 Trailer

BALTIC Review

Learn how to evaluate a family’s current plans using the BALTIC framework — reviewing key areas such as balance sheet, assets, liabilities, insurance, taxes, and legal structures to determine whether their current plan truly supports their legacy goals.

Session 7 Trailer

Stage 1: Goals & Gaps Analysis

Once the goals are clear and the current plan is understood, the gaps begin to surface. This session shows how to identify where a family’s legacy plan is incomplete, inconsistent, or out of alignment with what they say they want.

Session 8 Trailer

Stage 2: Strategy Development & Implementation

Move from diagnosis to action. Learn how to build the right planning team, develop practical solutions, and implement strategies that align a family’s plan with their goals.

Session 9 Trailer

Engaging the Next Generation

Legacy planning breaks down when the next generation is ignored. This session shows how to engage children and heirs with wisdom, care, and intentionality so families can strengthen trust, prepare future stewards, and preserve relationships across generations.

Session 10 Trailer

Family Meeting Guiding Principles

Learn how to lead family meetings that create communication, build trust, and move important conversations forward. Tom shares the principles, purposes, and practical dynamics behind successful multi-generational family meetings.

Session 11 Trailer

Developing Family Vision, Mission, and Values

Strong families need more than good intentions. This session helps families articulate shared values, clarify their mission, and shape a compelling vision that can guide decisions and strengthen legacy for generations to come.

Session 12 Trailer

Stage 3: Ongoing Monitoring

Legacy work is not a one-time event. In this final session, Tom explains how ongoing review, accountability, family meetings, and strategic follow-through help families stay aligned over time and continue growing in wisdom, stewardship, and unity.

Legacy in Action

Endorsements

Discover how Family Legacy By Design has helped individuals and families create lasting legacies with clarity, purpose, and confidence. Hear from those who have experienced our workshops, coaching, and certification programs firsthand.

"I’ve been on this journey for over 20 years, seeking to learn everything I can about what families need to do—not only to leave a financial legacy but also to strengthen the relational fabric of their families. Tom is a master teacher."

John A. Warnick Legacy Consultant, Author

"Legacy by design is designed to help folks, especially advisors, know how to advise and counsel their clients on their stewardship journey."

Russ Crosson Chief Mission Officer and Senior Partner of Blue Trust

"Working with legacy by design and tapping into Tom's skills and experience will give you so many tools and the insight to work in that sacred space and to really be that trusted advisor."

Michael Murray Hillsdale College Regional Director

"Legacy by Design can help you as you serve your clients. We're really trying to help the families create good communication and deep, strong relationships so that all involved can be good stewards "

Debra Potter National Christian Foundation

“Tom’s approach helps advisors move beyond technical financial planning and into the deeper work of counseling families. It’s about asking the right questions and helping people get to the heart of the matter.”

Jerry Black Legacy Planning Advisors Founder

“Tom has the heart of a shepherd. He doesn’t just advise families on finances—he walks with them, listens to their stories, and helps them steward everything God has entrusted to them.”

Randy Fairfax Highland Consulting Associates CFP

“Legacy by Design provides a clear structure and process for helping high-net-worth families move from simply holding wealth to making real Kingdom impact. It equips advisors with tools and conversations they’re not going to find anywhere else.”

Cole Somers Wealth Advisor at Eversource

"Tom has created a framework that helps advisors guide families through meaningful conversations about legacy. It provides a practical way to organize what we learn from families and help them intentionally pass on what matters most."

Steve Opdahl CPA, Senior Partner of Strategic Financial Concepts

Start the Family Legacy By Design Workshop Today

Gain immediate access to the complete 12-session Legacy by Design workshop and begin learning the framework used to guide families toward greater clarity, alignment, and long-term legacy impact.

What’s Included

Price

$1,995 — Full Workshop Access

Client Reviews

Our Satisfied Clients Say About the Cost Savings.

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Mr. John Doe Clients

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Mr. John Doe Clients

How Its Work

Our Simple Process Helps You Transition to Clean Energy.

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Step Work And Impact of Our Green Energy Solutions Work.

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01.

Free Consultation

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02.

Energy Solution Design

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03.

Expert Installation

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Choose Package

Flexible Pricing Packages That Make Green Energy Accessible.

Starter Green

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$ 199 / Month
  • Dedicated Experts Team
  • High Materials Used
  • Access to Meeting Rooms
  • Energy and Scanning Facilities
  • 24/7 Energy Support
Featured

Residential Solar

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$ 499 / Month
  • Dedicated Experts Team
  • High Materials Used
  • Unlimited Request Energy
  • Energy Handling and Forwarding
  • Premium Support

Business Energy

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$ 899 / Month
  • Dedicated Experts Team
  • High Materials Used
  • Access to Meeting Rooms
  • Energy and Scanning Facilities
  • 24/7 Energy Support

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Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts. Separated they live in Bookmarksgrove right at the coast

Question Answer

Frequently Asked Questions About Renewable Energy.

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Start Building a Legacy That Lasts

Begin learning the process that has helped advisors and families move from financial success to true generational legacy.