Training
Training Sessions With Tom Conway
Legacy planning isn’t just about documents, strategies, or numbers—it’s about people.
Every family carries a story shaped by values, relationships, and decisions that ripple across generations. Yet too often, those conversations never happen. Misalignment grows. Assumptions replace clarity. And the very wealth meant to help a family can quietly create tension instead.
This conversation brings together experienced advisors and practitioners who have spent years walking families through these exact challenges. From navigating generational differences to addressing conflict, faith, communication, and leadership—these insights go beyond theory and into real-life application.
What emerges is simple but powerful:
Families don’t break down because of a lack of planning.
They struggle because of a lack of alignment, communication, and intentionality.
Whether you’re an advisor, a family leader, or someone seeking to steward your resources well, this is a starting point for deeper conversations—ones that lead to clarity, unity, and a legacy that truly lasts.
Choose Your Legacy Pathway
Designed for Every Role of Influence
Tom Conway's Inspiring Journey of Faith and Legacy (3:21)
Explore the profound journey of Family Legacy by Design, a testament to building a lasting spiritual and financial heritage. Discover how Tom Conway's personal experiences, including raising a child with Down syndrome and his missionary work, shaped his vision. Learn about the firm's mission to help Christians manage their finances for impactful giving and the importance of a spiritual legacy.
Building Your Family Legacy Today (10:38)
Explore the critical role of family connections and heritage in building lasting legacies. This professional discussion delves into proactive legacy planning for affluent families, emphasizing clear communication and wealth transfer strategies. Learn how to foster stewardship and create impactful ministries for both families and their advisors, ensuring a well-defined future.
Building Lasting Family Legacies (3:54)
Explore the power of intergenerational connections and shared experiences in preserving family history and values. This series, "Family Legacy by Design," features insightful interviews and highlights the strength of enduring family legacies. Learn how to deepen client relationships and build lasting heritage through intentional planning, fostering joy and honoring faith.
Family Legacy by Design Ministry (8:12)
Discover how to build a lasting family legacy with "Legacy by Design." This video features Tom Conway, who shares his innovative ministry vision. Learn how intentional financial planning can help families create multi-generational impact and strategically direct wealth towards eternal pursuits. Explore practical strategies for advisors to serve families more effectively and contribute to God's kingdom.
Choose Your Legacy Pathway
Designed for Every Role of Influence
Family Legacy by Design Principles (8:07)
Explore the principles of "Family Legacy by Design" with insights from founder Tom Conway. Discover how faith-based financial advisors can deepen client relationships by understanding their worldview and God's will. Learn strategies to serve families effectively, manage resources wisely, and build a lasting legacy through thoughtful stewardship and philanthropic planning.
Designing Your Family Legacy Plan (10:13)
This video explores the intricacies of family legacy planning with expert Tom Conway. Discover how asking targeted questions across personal, financial, and charitable domains fosters clarity and strengthens relationships. Learn the value of in-depth conversations for aligning family desires with wealth transfer strategies, ensuring peace and harmony for future generations.
The Journey of Larry Burkett: Faith and Financial Principles (7:58)
This video explores the critical aspects of family legacy and wealth management, highlighting the common pitfalls of generational misalignment. Experts Tom Conway, Randy Fairfax, and Jerry Black discuss how differing perspectives between parents and their children can derail even substantial estate planning efforts. They emphasize the importance of open communication and involving the next generation in decision-making to ensure a cohesive and successful transfer of wealth.
The Importance of Legacy Planning for Families (5:30)
This video features a panel discussion from "Redeeming Money 2023" where a speaker outlines five biblical reasons for a multi-generational approach to financial planning. Drawing on scripture and examples like Abraham and Jesus, the speaker emphasizes passing down faith, values, and financial wisdom to future generations. The discussion highlights the importance of open communication about family matters and wealth to ensure continuity and good stewardship.
Choose Your Legacy Pathway
Designed for Every Role of Influence
Understanding the Three Types of Legacies (2:12)
Explore the profound concept of legacy with insights into three distinct types: inherited, remembered, and lived. This professional discussion emphasizes the critical importance of the present legacy, highlighting how our actions today shape future generations. Learn how to intentionally craft a positive and impactful legacy for your loved ones and colleagues.
The Importance of Family Legacy in Coaching (1:01)
This video features a panel discussion on family legacy coaching, emphasizing the critical role of genuine care and passion for clients. Speakers highlight that true dedication to helping families build a lasting legacy, beyond financial motives, is essential for this demanding work. The session underscores the importance of faith-based principles in guiding families toward improved life experiences and a God-glorifying future.
Legacy Events in Action
Endorsements
Discover how coaches and financial advisors are being equipped through Family Legacy By Design live workshops to guide clients in building meaningful, multi-generational legacies.
“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.”
Building a Comprehensive Legacy Library
Over the next 24 months, Family Legacy by Design is expanding into a full learning ecosystem — including books, certification programs, digital masterclasses, and church-based campaigns designed to serve families and those who guide them.