Programs for Advisors, Professionals, Clients, Families, and Donors
Nancy’s keynotes, training programs, and workshops on building and preserving legacies through storytelling and life letters (ethical wills or legacy letters) are both inspirational and immediately actionable. As a top speaker on legacy planning, retirement speaker, speaker on aging, financial services speaker, philanthropy speaker, charitable giving speaker, and for family businesses, family offices, and community foundations, Nancy teaches audiences the tools to help them convey precious stories, values, lessons, and family history--the enduring wealth of their lives--that connects the generations over time.
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NANCY'S CLIENTS INCLUDE:
In-Person | Virtual | Hybrid
Nancy Sharp leads programs for large and small groups. All programs can be customized. Audiences learn how use storytelling as a means to preserve values, history, life experiences, and more. The result? Greater self-leadership | A more creative approach to problem-solving | New clarity about wealth, purpose, and legacy | Deeper philanthropic and client engagement | Personalized legacy documents for posterity
Reach out to Nancy directly at [email protected] or at 720.240.8300 for more specific details on programs that can best serve your needs.
Changing the Conversation on Wealth, Purpose, and Legacy
“The only wealth which you will keep forever is the wealth you have given away,” wrote the great philosopher Marcus Aurelius sometime around 161 AD. Aurelius understood even then that true wealth is about sharing the worth of one’s life for future generations. In this rich, inspiring, and practical program, audiences learn to appreciate a more holistic view of wealth, one that includes core assets such as unique family history, values, life lessons, and meaningful stories. It’s time to change the conversation about legacy. Get ready to cast aside old myths and expand your views about the what, when, who, why, and how of sharing a legacy. Hint: Legacy isn’t about mortality; it’s about living with purpose today!
Connecting the Generations
There’s a reason why life letters, or ethical wills/legacy letters, have been used for thousands of years. There is no better way to meaningfully connect the generations and transfer the wealth and worth of one’s life than through the stories, history, values, and lessons shared from one generation to the next. Learn the fascinating history behind these powerful documents and how they can be used to artfully link the generations—past, present, and future. In this engaging program, audiences learn how to start writing their very own life letters.
Deepening Donor/Client Engagement
Life letters, also called ethical wills or legacy letters, can be used to strengthen client and donor engagement over time and across the generations. This interactive, practical program can be uniquely tailored for advisors or donors. Audiences learn how to convey the “why” behind philanthropic giving through a purposeful legacy document that sheds light on their values, stories, and vision for themselves and future generations.
Wealth Today: Fostering Individual and Family Success
Advising multigenerational families with complex dynamics requires a different mindset today than in the past. That’s because the rising generation values individuality while G1’s and G2’s emphasize the family unit as more of an unbreakable whole. Both can be true. In this hands-on, affirming program, audiences learn how to foster greater individual and family success by identifying and sharing stories and values through their own perspectives. Everybody’s voice counts, resulting in far greater acceptance, confidence, and resilience for individuals as well as the family unit.