Bringing Legacy Forward challenges one of the most common assumptions; that a client's legacy begins when they are no longer here. Instead, this workshop introduces a new way of thinking about legacy, helping advisers support clients to experience the impact of their generosity during their lifetime rather than leaving it solely to a bequest or estate plan.

Through practical frameworks, compelling client examples and thought provoking discussion, participants will explore why so many clients delay giving, the opportunities they miss by waiting and how advisers can gently re-frame these conversations. The workshop introduces the concept of a living legacy, where clients are able to see the impact of their generosity, involve their families in meaningful decisions and create traditions that extend well beyond the transfer of wealth.

Importantly, this workshop is not about encouraging clients to give more or sooner. It is about helping advisers broaden legacy conversations beyond financial assets and estate planning to include values, purpose and the impact clients hope to have during their lifetime. Participants will learn a practical conversation framework that helps clients reflect on what matters most before exploring the giving pathways that may support those aspirations.

By the end of the workshop, you will be better equipped to facilitate richer legacy conversations, help clients connect their wealth with the difference they want to make, and support them to experience the rewards of generosity while they are still here to see its impact.