Quarterly Seminar Archives

Q3 2024 Quarterly Seminar: Road to Readiness: Leveraging High Impact Practices for Transformative Learning in Families

At the seminar, Richard Orlando and Mitchell Spearman tackled the question of how to activate learning for the growth and development of RisingGen fam…

Legacy Capitals August 7, 2024

Quarterly Advisor Seminars Archive

An archive of all Quarterly Advisor Seminars.

Legacy Capitals May 21, 2024

Q2 2024 Quarterly Seminar: Understanding How to Serve the Unique Needs of RisingGen Clients in Their 20’s

In this Q2 2024 Quarterly Seminar, Kristen Heaney from the Legacy Capitals team, had a conversation with two RisingGens who reflected candidly on the …

Legacy Capitals April 24, 2024

Q1 2024 Quarterly Seminar: Offering Practical Tips to Clients with School-Aged and Teenage Kids

In this Q1 2024 Quarterly Seminar the Legacy Capitals team presented advisors with 3 common financial parenting questions frequently posed by clients…

Legacy Capitals January 31, 2024

Q4 2023 Quarterly Seminar: What Does Love Have To Do With Serving Clients?

In this Q4 2023 Quarterly Seminar the Legacy Capitals team presented shared what it means to love one's clients and why this is important to Advisors …

Legacy Capitals October 12, 2023

Q3 2023 Quarterly Seminar: Effectively Engage Your Family Business Clients

In this Q3 2023 Quarterly Seminar the Legacy Capitals team presented ways equip Advisors to better understand and expand the value they bring to their…

Legacy Capitals July 12, 2023

Q2 2023 Quarterly Seminar: Sparking a Connection with Disengaged Clients

In this Q2 2023 Quarterly Seminar the Legacy Capitals team presented ways to spark the attention of disengaged clients and communicate that, as a Whol…

Legacy Capitals April 19, 2023

Q1 2023 Quarterly Seminar: Sparking a First Generation+ Mindset in the RisingGen

In this Q1 2023 Quarterly Seminar, the Legacy Capitals team introduced Advisors to the concept First Generation+ Mindset, which describes a RisingGen…

Legacy Capitals February 3, 2023

Q4 2022 Quarterly Seminar: 3 Ways to Connect With Your Client-Families at Year-End

In this Q4 2022 Quarterly Seminar, the Legacy Capitals team presented strategic and practical ways that you can capture the attention of your clients …

Legacy Capitals November 17, 2022

Q3 2022 Quarterly Seminar: Helping Your Clients Move Towards Transparency With Their Adult Children

In this Q3 2022 Quarterly Seminar, the Legacy Capitals team presented some strategic and intentional steps your clients can be taking to begin pulling…

Legacy Capitals October 6, 2022

Q2 2022 Quarterly Seminar: The Art of Legacy Planning

In this Q2 2022 Quarterly Seminar, the Legacy Capitals team presented how Whole Family Advisors can help their clients better answer the question: Wha…

Legacy Capitals September 16, 2022

Q1 2022 Quarterly Seminar: Connecting with your RisingGen Clients

In this Q1 2022 Quarterly Seminar, the Legacy Capitals presented four common "tangles" that RisingGen family members commonly face

Legacy Capitals September 16, 2022