Event Schedule
Virtual Event
April 7th, 2026 |
Investment Research Partners
Thank You!
Thank you to Investment Research Partners for the opportunity to share the Legacy Letter message during your event!
Your work supporting financial advisory firms is making a meaningful impact, and it was an honor to be part of the conversation.
Baton Rouge
Thursday, April 9th, 2026
Legacy Letter
in Baton Rouge
Private Event
Sponsored by:
Josh Loeske, QSM
John Moran, Moran Consultants
Shawn Folks, Guarantee Restoration
Matt Newchurch, DDG Consultants
Deane Bryson, Bearing Point Properties
Val Generes, Phoenix Pharmacy & BioJust
Bryan Wesley, Wesley Construction
Virtual Event
Thursday, April 16th, 2026
12:00 PM ET
Christian Healthcare Ministries
Virtual Event
Sponsored by Christian Healthcare Ministries
Virtual Event
Friday, April 17th, 2026
12:00 PM CT
Alliance Safety Council
Virtual Event
Sponsored by Alliance Safety Council
Nashville, TN
Sunday, April 19th, 2026
YPO
Private Event
Hosted by:
Garrison Snell and YPO Southern 7
Florence, SC
Sunday, April 26th, 2026
Crescent Advisory
Partners
Private Event
Hosted by:
Tyler Morris and Crescent Advisory Partners
Charlotte, NC
Tuesday, April 28th, 2026
Legacy Letter
Charlotte
Private Event
Sponsored by:
Mixer & Plant Parts MFG, LLC
CIIG
People's First Insurance
Corporate Chaplains of America
Virtual Event
Wednesday, May 13th, 2026
1:00 PM CT
Cambridge Investment Research Advisors
Private Event
Sponsored by:
Cambridge Investment Research Advisors
Virtual Event
Thursday, May 14th, 2026
Resource Financial Planning
Private Event
Hosted by:
Laura Holcombe and Resource Financial Planning Inc.
Las Vegas, NV
Monday, June 8th, 2026
Trusted Advisor Conference
Private Event
Hosted by:
Lion Street
Kalamazoo, MI
Thursday, June 11th, 2026
Legacy Letter
Kalamazoo
Private Event
Sponsored by:
Bob Brown Jr., Treystar
Fritz Brown, Treystar
Kevin Peterson, Kalamazoo Community Foundation
The Desenberg
Revel & Roll West
TBA
Thursday, July 9th, 2026
Legendary Leadership
Forum
Private Event
Hosted by:
Legendary Leadership Consultants
Atlanta, GA
Monday, September 28th, 2026
Southeastern Family Office Forum
Private Event
Hosted by:
Southeastern Family Office Forum (SEFOF)
Virtual Event
Thursday, October 22nd, 2026
Brandywine Oak
Private Event
Hosted by:
Brandywine Oak Private Wealth
Winshape
Monday, November 16th, 2026
Grandparent Leadership Collective
Private Event
Hosted by:
Dr. Ken Canfield
