is designed specifically for you, a motivated and focused trust beneficiary seeking liberation from the stigmas and perceived restraints of your trust. You'll learn to be a proactive and engaged custodian of your legacy, constantly excited for the amazing opportunities that it provides.
This course will help you build confidence in your management skills, while developing an inspired vision for your life and talents.
(303) 652 4981
Kristin Keffeler is the founder of Illumination 360, supporting the next generation in affluent families. As a 'next gen' peer, she helps beneficiaries develop crucial business and life skills.
(832) 563 5521
Alison Comstock Moss is a principal at wealth advisory firm Paul Comstock Partners® and the founder of Empowering Beneficiaries®, where she is an advisor and advocate for the next generation in family wealth.
*includes all meals, excludes hotel and transportation