Events
Family Legacy Coaching Live workshop
Join Tom Conway for two days of intensive training and networking. Learn to implement successful coaching strategies with your clients and help them think through their legacies in deep and meaningful ways.
Dates: May 6-7
Dates: Aug 12-13
Location: Atlanta, Georgia
Location: Southern California
WHY THIS MATTERS
Why Christian Families Are Looking for Advisors Like You:
70%
of wealth
is lost by the second generation
97%
of generational wealth
is gone by the third generation
#1
cause
is lack of communication & trust
TRAINING OVERVIEW
Legacy Coaching for Multi-Generational Families
Two-Day Intensive Training
Interactive sessions designed to equip advisors with practical tools and real-world application.
This two-day intensive training equips advisors with a structured multi-generational coaching framework that is both biblical and practical. Through interactive sessions, case studies, and guided discussion, you’ll learn how to facilitate meaningful legacy conversations and implement a process you can confidently apply with families.
Structured Multi-Generational Framework
Biblical and Practical Application
Interactive, Hands-On Sessions
Legacy Events in Action
Endorsements
Discover how Family Legacy By Design instructional materials are equipping coaches and financial advisors to guide clients in building lasting legacies with clarity, purpose, and confidence.
"Multiple trusted leaders told me I needed to talk to Tom Conway. After hearing about his training and experiencing his approach, it was clear that what he’s built is incredibly valuable for anyone walking with families across generations.”
"I would certainly invite anyone to attend a Legacy by Design training session. In some part, this message can be applied farther and farther. 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."
WHAT YOU WILL LEARN
A Structured Process for Guiding Multi-Generational Families
Over two focused days, you’ll walk step-by-step through a proven legacy coaching framework—designed to help advisors confidently facilitate meaningful family conversations and implement a repeatable process with clients.
Make a Call
+62 123 456 789
Day 1 — Foundations & Framework
• Introduction to Multi-Generational Legacy Coaching
• The 5 Areas of Legacy
• The Goals Conversation
• The Family Review Process
Day 2 — Strategy & Implementation
• Strategy Development & Implementation
• Engaging the Next Generation
• Conducting the Initial Family Meeting
• Developing Vision, Mission & Values
A MESSAGE FROM JOHN A. WARNICK
A Journey of Insight and Connection
Meeting Tom Conway over a decade ago revealed his genuine character and wisdom. What he teaches today reflects years of experience working closely with families navigating wealth, values, and legacy.
If you are considering this training, you will gain practical insight, meaningful connection, and tools that help advisors guide families with clarity and purpose.
— John A. Warnick
Attorney
TRAINING FACULTY
Meet Your Legacy Coaching Faculty
Tom Conway is a multi-generational legacy coach and founder of Family Legacy By Design with decades of experience serving alongside Ron Blue & Co., National Christian Foundation, and Kingdom Advisors, equipping families and advisors to build faith-driven legacies.
Tom Conway
Founder
Brett Eastman is the Founder of LifeTogether and Co-Founder of Family Legacy By Design, serving churches, ministries, and faith-driven leaders worldwide through publishing, production, and movement-building initiatives, including 40 Days of Purpose.
Brett Eastman
Co-founder
Michael King is a Gift Planning Attorney with the National Christian Foundation and a master trainer with Family Legacy By Design, equipping families and advisors to pursue biblical stewardship, generosity, and multi-generational Kingdom impact.
Michael King
Speaker
WHAT MAKES THIS DIFFERENT
Are You Ready to Transform Your Advisory Practice?
Technical expertise alone no longer differentiates advisors serving families of wealth. This training equips you to guide deeper conversations, strengthen multi-generational trust, and position yourself as a long-term legacy partner—not just a financial technician.
Transformational Advisory Impact
• Move beyond technical advice—become a trusted family coach
• Facilitate family meetings with faith and confidence
• Equip families to transfer wisdom before wealth
• Grow AUM through deeper multi-generational trust
You’ll leave with clarity, structure, and confidence to lead conversations that most advisors avoid—but families desperately need.
Invest in the Future of Your Advisory Practice.
Early registration is available through March 5, 2026. Your investment includes two full days of intensive training, materials, and a structured multi-generational coaching framework you can immediately apply.
Registration: $2,500
$1,000 – Previous Graduates, Pre-Approved Nonprofits, and Select Sponsored Participants
EVENT DETAILS
Join Us in Atlanta
May 6-7, 2026
Dates:
May 6-7, 2026
Location:
Atlanta, Georgia
Schedule:
Two full days of intensive training
Travel:
Conveniently located near Hartsfield-Jackson International Airport
Ready to Join Us?
Secure Your Seat for May 6-7 in Atlanta or Aug 12-13 in Southern California
Discounts Available