Finding meaning. Embracing purpose.

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About Heritage Forum

Our unique, interactive experience includes teaching sessions, panel discussions, small group discussions, fireside chats, casual socializing, recreation and fantastic meals. We open the doors to self-discovery and personal growth by exploring what it means to live a purposeful life of significance while working toward building a lasting legacy.

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The Heritage Vision

The Heritage Forum engages participants in an interactive and collaborative Heritage Process, designed to prompt the exploration, development and creation of their personal Heritage Vision. This visualization of a preferable future includes every major aspect of one’s personal and professional life related to their purpose and legacy. Interactive sessions are facilitated by a team of talented and experienced professionals, each specializing in their own respective areas of expertise within the realm of Heritage and Legacy Planning.

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Topics of Discussion

 

Purpose

Exploring your Why

Intentionality

Living Life on Purpose

Fulfillment

Making the shift from Success to Significance

Legacy

Generational Planning and Execution

Engagement

Stewardship and Generosity

Vision

Heritage Vision Process