Event Schedule

Virtual Event
Friday, May 8th, 2026
11:00 AM CT
Legacy Letter Livestream
Virtual Event
Sponsored by Melissa Hartzheim, Edward Jones
Join us for a special Legacy Letter Livestream as we celebrate the heart behind Mother’s Day—love, gratitude, and meaningful connection.
While we’re featuring this beautiful occasion, this experience is for everyone. Whether you’re honoring a mother, remembering someone special, or simply wanting to express what matters most, this moment is for anyone who wants to say what truly matters.

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
12:00 PM ET
CHM Invite A Friend
Livestream
Virtual Event
Sponsored by Christian Healthcare Ministries

Virtual Event
Thursday, May 14th, 2026
Resource Financial Planning
Private Event
Hosted by:
Laura Holcombe and Resource Financial Planning Inc.

Virtual Event
Monday, May 18th, 2026
The Wealth and Purpose
Podcast
Hosted by:
Brady Fineske

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

Kansas City
Thursday, September 17th, 2026
EO Kansas City
Private Event
Hosted by:
David Case

Waco, TX
Thursday, September 10th, 2026
Legacy Letter in Waco
Private Event
Sponsored by:
Mike Trice, ClearVista Financial

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















