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Rewrite the Narrative. Reimagine What’s Possible.

Legacy Blueprint Brunch

Let them know what the webinar is about. Any incentives for showing up live? Mention here, i.e. a bonus, discount or extra free resource.

Mark your calendar: 📅 Saturday, November 8, 2025 | 🕐 1:00 PM – 4:00 PM | 📍 The Ritz-Carlton, Chicago

Register now to save your spot:

Call To Action

Let’s Be Honest

You’ve been telling yourself, “I’ll get to it.”

The will. The trust. The plan. The hard conversations about money.
But somehow, the days keep passing. And you keep waiting for the “right time.”


You’ve read the articles. You’ve attended the webinars. You know how important it is to have a legacy plan for your business, for your family, for your future.
And yet…

You haven’t done it.

 
 

Why?

Because it’s not about knowing what to do. It’s about becoming the kind of person who does it.

The truth is we don’t avoid legacy planning because we’re lazy. We avoid it because…

  • We’re scared of what it will force us to face.

  • We’ve never seen anyone in our family do it before.

  • Our money mindsets aren’t in agreement with our partners.
  • We don’t fully see ourselves as the kind of person who creates a legacy, only the kind who keeps things afloat.

What If That Changed?

The Legacy Blueprint Brunch is not another conference or too much information station, It’s an activation.

In one afternoon, you’ll:

  • Uncover the invisible beliefs that have been running your financial life.

  • Reframe the way you see yourself from wealth consumer to wealth creator.

  • Get clear on what your legacy actually is (hint: you’re building it right now, whether you mean to or not).... And decide what you want it to be.

  • Take your first aligned step toward a plan that protects what matters most.

Rewrite the Narrative. Reimagine What’s Possible.

 
 

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SECS

Early Bird

$247

Standard

 

 
Join the Waitlist →

Early Bird

$497

VIP

  • Exclusive VIP reception with speakers
  • $500 in complimentary services 
  • Preferred seating
  • Premium brunch experience
Join the Waitlist →

Your Legacy Won’t Wait

📅 Tickets go on sale September 1, 2025.

Be the first to claim your seat. Only 100 spots will be available.

 

The Men’s Roundtable

A powerful, no holds barred conversation about the role men play in setting the tone for their family’s future and their responsibility to leave an inheritance for their children’s children’s children. For too long, men have been told directly and indirectly that providing the bare minimum is enough. A house. A steady paycheck. Survival over significance. 

You may or may not realize this belief is not accidental. It’s the result of systematic, intentional barriers placed in our path for generations. The programming of our grandfathers and great grandfathers designed to keep us in debt, keep us feeling ‘less than,’ and keep us from even imagining ourselves as true wealth creators. This became their legacy. But, we can break the cycle now. 

When you don’t realize the game has been rigged, you play by rules designed to keep you small. You settle for survival when you were born to build, to lead, and to live in abundance. These invisible chains don’t just hold you back they quietly program your children and grandchildren to believe they should be the borrower, the renter, and that survival is sufficient. Unless you are intentional about breaking the cycle now, limitation and lack become your legacy. 

It’s time to see those barriers for what they are, break them down, and reprogram ourselves for abundance, ownership, and wealth creation. This conversation will challenge you, inspire you, and give you the clarity to reclaim the role you were always meant to play not just as a provider, but as the Leader, the Conqueror, the Legacy Creator, the Ruler of your family’s destiny for multiple generations.

 

For Couples

Maybe you and your partner want the same end result financial freedom, security for your kids  but your approaches, fears, and habits clash. This brunch will give you the language, tools, and shared vision to finally get on the same page.

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