Presented by Lori Coonen, Living My Legacy
This program provides a ‘40,000’ foot glimpse of legacy planning/ heritage design.
Lori Coonen is a Heritage Design Professional™ trained and certified by The Heritage Institute, Appleton, WI. Working together with families for over 20 years, she works with individuals and families who desire to keep their family strong and unified. Lori helps to connect generations, enhance communication and leadership skills, and provide opportunities to identify common values and purpose within the family.
To achieve the desired outcomes determined by the family, Lori helps prepare the family and their heirs through intergenerational mentoring and coaching along with facilitating family meetings that create a culture of communication and trust and supports multi-generational family unity. In the process she builds and facilitates collaborative teams that include the clients and their other professional advisors.
As Chief Learning Officer for The Heritage Institute, Lori creates collaborative partnerships with other professional advisors/firms and is brought in as the expert to provide heritage design services to their client families that are seeking solutions to create multi-generational family unity. She also oversees the Heritage Design Professional certification curriculum. To stay actively involved in the program, Lori will also coach candidates, join in as lead instructor for training sessions and coordinates the training events.
Lori is the co-author of the book, unPrepared: Heirs at Risk. She is a lifelong learner and continues to enhance her skills to better serve her clients. Early in her career, Lori received her CFP™ from the College of Financial Planning, Denver, CO, is a Certified Facilitator for Stratton’s Interpersonal Leadership Styles Survey (ILS), and most recently completed the Facilitating Effective Communication & Dynamics Program. In her free time, she enjoys playing sports, reading, watching her favorite NFL team – the Green Bay Packers, driving and riding Harley Davidson motorcycles with her husband, Roland, and their daughter, Miranda. Lori is actively serving in her church and several other community and national organizations. She is also part of The Money Ladies – a collaboration to promote family money conversations.