TrueWealth Courses​

Create Your Legacy at the TrueWealth Family LegacySM Workshop​

Transform your life experience into a lasting gift for those you love.

Join with others in a supportive environment where you’ll discover your hidden wisdom, craft meaningful messages, and create tangible ways to pass your legacy—all while building connections that last beyond the workshop.

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Turn Your Life Lessons Into a Lasting Legacy

You understand the importance of leaving more than just financial assets to your family. But starting the legacy journey alone can feel overwhelming.

That’s why we offer our one-day workshop experience. You’ll complete foundational TrueWealth exercises alongside others on the same meaningful path.

What Makes This Workshop Different:

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Guided Discovery

Uncover wisdom hidden in your life experiences through structured exercises and meaningful group discussion

perspectives

Shared Insights

Gain new perspectives from sharing your thoughts and experiences with other participants

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Immediate Results

Leave with your first tangible legacy expression—no more wondering where to start

What You'll Experience in This Transformative One-Day Journey

This isn’t just another workshop—it’s a sacred excavation of your life’s most precious gifts. You’ll discover wisdom you didn’t know you possessed, uncover patterns that have shaped your journey, and create tangible expressions of love that will comfort and guide your family for generations.

You'll walk away with:

A visual map of your life’s journey that reveals the profound wisdom hidden in your experiences.

Your first Legacy Love Letter—a heartfelt message that could become your family’s most treasured inheritance.

Clear priorities for continuing your TrueWealth legacy beyond the workshop.

Deep connections with others on the same meaningful journey.

Why This Work is Best Done Together

Why This Work is Best Done Together

The Power of Witness

There’s something magical that happens when you share your life story with others who truly listen. In our carefully facilitated small groups, you’ll experience the profound validation of being truly seen and heard—often for the first time in years.

Sacred Permission

Many of us have never given ourselves permission to see our “ordinary” lives as extraordinary. Surrounded by others doing the same courageous work, you’ll discover that your struggles contain wisdom, your challenges hold gifts, and your story matters more than you ever imagined.

Gentle Accountability

The supportive structure of the workshop helps you accomplish in one day what might take months to complete alone. Our guided process ensures you don’t get stuck or overwhelmed—you’ll leave with tangible results, not just good intentions.

Healing Through Community

As you listen to others’ stories, you’ll recognize universal themes of resilience, love, and growth. The isolation many feel around their struggles dissolves as you realize you’re part of the beautiful, complicated tapestry of human experience.

Expert Guidance

Catherine’s three decades of experience helping families navigate legacy planning means you’ll avoid common pitfalls and receive insights that can only come from walking alongside thousands of families through this journey.

American family relaxing and watching TV at home
grandma or happy kids on a sofa with love enjoying quality bonding time together

Perfect For You If…

Don’t let your wisdom die with you. Your loved ones are searching for the very guidance, stories, and love that only you can provide. This workshop gives you the structured support, gentle excavation process, and supportive community needed to uncover these treasures and begin sharing them with those who need them most.

Seize Your Chance to Make an Impact

Space is intentionally limited to ensure intimate, meaningful connections. Reserve your place in this transformative experience today.