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

Endorsements

What Leaders Are Saying about the workshop

Russ Crosson Chief Mission Officer, Sr. Partner - Blue Trust

"Legacy by design is designed to help folks, especially advisors, know how to advise and counsel their clients on their stewardship journey." (0:34)

Andrea Cohen CAP, Founder at Abundance Consulting and Strategy

"I am so excited for more and more people to spread this message of biblical legacy to people that can really be served and really be lifted up and blessed because of the thoughtfulness that is going into this training." (0:41)

Steve Opdahl CPA, Senior Partner of Strategic Financial Concepts

"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." (0:40)

Debra Potter National Christian Foundation VP, Relationship Manager

"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." (0:31)

Jerry Timmis Executive and Board Advisory

"Tom offers a wealth of resources, a deep well of generosity and experience. I cannot think of a more generous and authentic person and his Legacy by Design program." (0:46)

Randy Fairfax Highland Consulting Associates, CFP

"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." (0:41)

Russ Crosson

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

Andrea Cohen

I am so excited for more and more people to spread this message of biblical legacy to people that can really be served and really be lifted up and blessed because of the thoughtfulness that is going into this training.

Steve Opdahl

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.

Debra Potter

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.

Jerry Timmis

Tom offers a wealth of resources, a deep well of generosity and experience. I cannot think of a more generous and authentic person and his Legacy by Design program.

Randy Fairfax

om 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.