In this episode of A Shot of Inspiration, Rod Zeeb and Lori Coonen from the Heritage Institute and the Genacy Group talk about the importance of investing in your family and the role of professionals and families in this process.
3 Key Takeaways:
About Lori Coonen:
Lori Coonen is a certified Heritage Design Professional™ who has been working with families for over 25 years. She helps families keep their family strong and unified by enhancing communication, leadership skills, and creating a culture for successful wealth transitions. Lori prepares families and their heirs through intergenerational mentoring, coaching, and facilitating family meetings. She is the Chief Learning Officer for The Heritage Institute and co-author of the book "unPrepared: Heirs at Risk". In her free time, she enjoys playing sports, reading, and spending time with her family. Lori is also a volunteer for Junior Achievement and other organizations.
About Rod Jeeb:
Rodney C. Zeeb, JD, HDP™ is the founder and CEO of The Heritage Institute, a renowned expert in estate planning, charitable planning, and heritage design with over 30 years of experience. He is an in-demand speaker who has addressed major national conferences such as the Pershing's INSITE Conference and the National Association of Charitable Gift Planners. Rod has received high evaluations as a speaker and has been quoted in several publications including The Wall Street Journal. He is also a prolific writer, having published several articles and white papers, as well as being the author of three books: "Beating the Midas Curse"(3rd Edition), "Family Stewardship", and "What Matters" (co-author).
The Heritage Institute Website
The Heritage Institute Linkedin
Rod Zeeb LinkedIn
Lori Coonen LinkedIn