LEGACY COACHING TRAINING SCHEDULE
MAY 14-15, 2025
DAY 1
1:00 – 1:30
1:30 – 2:15
2:15 – 3:00
3:00 – 3:20
3:20 – 4:00
4:00 – 4:45
4:45 – 5:30
5:30 – 6:15
6:15 – 7:00
7:00 – 9:00
Welcome and Introduction
Session 1 – Introduction to Multi-Generational Legacy Coaching
Session 2 – The Heart of a Legacy Coach
BREAK
Session 3 – The Process of Legacy Coaching
Session 4 – The 5 Areas of Legacy
Session 5 – Stage 1 – The Goals Conversation
Session 6 – Stage 1 – BALTIC Review
BREAK
Dinner
Conway & Associates, LLC || 1862 Independence Square, Suite E, Dunwoody, GA 30338
LEGACY COACHING TRAINING SCHEDULE
MAY 14-15, 2025
2
7:00 – 8:00
8:00 – 8:45
8:45 – 9:30
9:30 – 10:15
10:15 – 10:35
10:35 – 11:20
11:20 – 12:00 12:00 – 12:45
12:45 – 1:30
1:30 – 2:15
2:15 – 3:00
Breakfast
Devotions
Session 7 – Stage 1 – Goals and Gaps Analysis
Session 8 – Stage 2 – Strategy Development and Implementation
BREAK
Session 9 – Engaging the Next Generation
Session 10 – Initial Family Meeting
LUNCH
Session 11 – Developing Family Vision, Mission, Values
Session 12 – Stage 3 – Ongoing Monitoring
Session 13 – Evaluation and Departure
Conway & Associates, LLC || 1862 Independence Square, Suite E, Dunwoody, GA 30338
SESSION 1 INTRODUCTION TO LEGACY COACHING
What are your goals and expectations for our time together?
LEARNING OBJECTIVES:
• ARTICULATE THE DISTINCTIONS BETWEEN LEGACY PLANNING AND TRADITIONAL WEALTH PLANNING:
◊ Define a legacy and different types of legacies
◊ Understand a Biblical worldview toward legacy
• Understand the benefits of Legacy by Design vs. Legacy by Default:
◊ Understand why traditional wealth planning typically fails
◊ Understand best practices of successful families’ wealth and legacy planning
• Begin to incorporate CLARITY, ALIGNMENT, and COMMUNICATION principles into multi-generational wealth planning:
◊ Understand and articulate different types of capital in legacy planning
◊ Understand a Biblical approach to multi-generational stewardship
Conway & Associates, LLC || 1862 Independence Square, Suite E, Dunwoody, GA 30338
WHAT ARE THE THREE KINDS OF LEGACIES?
1. The legacy you have __________________.
2. The legacy you will ___________________.
3. The legacy you are ____________ _____________ _____________.
BIBLICAL CHARGES REGARDING LEGACY:
Deuteronomy 6:4–7, Ecclesiastes 2:18–19 describe the importance and priorities of legacy from God’s perspective:
MY GOALS FOR MY CLIENTS
1. Family ____________________.
2. Wise ______________ transfer and _______________ transfer.
YOUR BIBLICAL GOALS FOR YOUR CLIENTS
1. To hear, “_____________________________________________” (Matthew 25:21)
2. To present every man ________________ in ___________ (Colossians 1:28–29)
WHAT IS LEGACY COACHING?
1. Legacy Coaching involves helping ________________ pass on their faith,
Conway & Associates, LLC || 1862 Independence Square, Suite E, Dunwoody, GA 30338
resources, and impact for generations to come.
2. Legacy Coaching includes an ________________ mindset.
3. Legacy Coaching is focused upon the success of the family for _______________ generations.
DIFFERENT VIEWS OF THE FAMILY:
Modern/Secular View:
• Raise children to ________________________
• “Up and Out” theory: We __________ them up; We __________ them out.
Biblical View:
• ___________________ not independence
• ________________________ loving and serving one another
GOD’S COVENANT PROMISE:
Describe the promise you see given to Abraham in Genesis 17:6-7:
Describe the Biblical scope of legacy in Psalm 78, Psalm 105, and Deuteronomy 7
Conway & Associates, LLC || 1862 Independence Square, Suite E, Dunwoody, GA 30338
5. Lack of __________________ (too busy)
6. Lack of preparation of the next generation
7. Lack of ________________
COMMON POINTS OF SUCCESS
1. A foundation of faith
2. Shared _______________
3. Intentional ___________ by parents and grandparents
4. Regular open and honest communication
5. Intentional preparation of the next generation
6. Commitment to stewardship and generosity
How can a legacy coach advise away from the points of generational failure, and toward generational success?
• Encourage Faith
• Model good practices and Communication
• Prepare the Next Generation
• Help Families Develop Family V, M, V
• Talk to your Family
• Be Generous and a Good Steward
SUCCESSFUL TRANSITIONS INVOLVE:
1. ________________ family involvement
2. A _______________ that integrates what the family members learn together.
3. The learning and practice of _______________ in many areas
WHAT ARE THE THREE KEY WORDS IN LEGACY PLANNING?
DIFFERENT TYPES OF CAPITAL
Define the following types of capital:
1. Human Capital: ______________________________________________________________
2. Intellectual Capital: __________________________________________________________
3. Social Capital: _______________________________________________________________
4. Financial Capital: ___________________________________________________________
5. Spiritual Capital: _____________________________________________________________
Conway & Associates, LLC || 1862 Independence Square, Suite E, Dunwoody, GA 30338
LEGACY PLANNING DISTINCTIVES
TRADITIONAL PLANNING
Financial Wealth Transfer
Outcomes Materially Defined:
• Financial Plan
• Estate Documents
Transactional in Nature
Blue Sky Planning
LEGACY PLANNING
Wealth Transfer Broadly Defined; emotional, social, intellectual, financial and spiritual safety along with legal documents.
Outcomes _________________ Defined
• Focus on Communication, Trust, and Safety
• Financial Plan
• Legal Documents.
____________________in nature
Intentionally deep Family Focused Planning
REVIEW QUESTIONS
REVIEW QUESTIONS
1. Why do traditional approaches typically fail?
2. What priorities ensure successful capital transfer?
3. How does the Bible inform generational legacy?
4. What do CLARITY, ALIGNMENT, and COMMUNICATION mean for client priorities?
5. How can Legacy Coaching make a meaningful impact?
