Build the team that builds your legacy. Join Life & Legacy Counselors for an energizing, hands-on session to design your Personal Board of Directors (PBoD)—the trusted circle of advisors who help you grow, protect, and transfer wealth across generations.
Why attend
Most people have goals. Legacy builders have a strategy—and a board. This experience shows you how to select the right advisors, align them to your values, and activate a coordinated plan for your family, business, and community impact.
What you’ll gain
- Clarity: A simple framework for choosing and engaging your PBoD (legal, tax, insurance, banking, real estate, philanthropy, and more).
- Confidence: Tools to evaluate risks and opportunities—so you can make informed decisions faster.
- Action: A fill-in PBoD roadmap you can start using immediately.
Program highlights
- Wealth Architects: Financial & insurance strategies for generations
- Legacy in Land: Real estate as a generational asset
- Vision to Venture: Business strategy & succession
- Keeping the Books: Accounting & strategic tax planning
Who should attend
Entrepreneurs, professionals, faith and community leaders, family decision-makers, and anyone serious about building multigenerational wealth.