Additional information
| Select Registration Option: | For-Profit Professional, Non-Profit Professional & Independent Practitioner |
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Pre-requisite: The 21/64 Approach
This training will be hosted at the headquarters of the Napa Valley Community Foundation.
Wondering how to prepare for issues that may arise when discussing multigenerational success, legacy planning, or philanthropic engagement? Already navigating client situations that feel complex or emotionally charged? These two days of training combine Managing Family Dynamics and Talking About Money to help advisors and facilitators make invisible family dynamics visible and navigate important conversations with greater confidence.
Each training is designed to stand on its own, but together they provide a deeper, more integrated learning experience.
Day One: Managing Family Dynamics
Navigating complex family dynamics, legacy planning, and philanthropic conversations can be challenging, especially when emotions are involved. These trainings equip advisors and facilitators to make invisible system dynamics visible.
Learn a family systems approach to better understand client relationships, uncover hidden dynamics, and facilitate more effective conversations and decision-making. You’ll explore these concepts through both personal reflection and practical tools.
Day Two: Talking About Money
Build confidence in discussing money, wealth, and legacy with clients. Explore how your own money story shapes your approach and practice tools to support meaningful conversations—including those involving the next generation.
Throughout this training, small group work provides space to apply concepts and address real-world challenges.
21/64 offers Continuing Education (CE) credit for this training.
If you plan to request CE credit, you must select a credential during registration. CE selections cannot be added or changed after you register.
Final credit eligibility is subject to credentialing body requirements and full participation. More information is available here.
Participants should plan for a combination of live learning in person, small group participant discussion, and independent work before and between sessions.
Wednesday, September 22, 2027, 8:30am/9:00am – 4:30pm
Thursday, September 23, 2027, 8:00am/8:30am – 3:30pm
The training will be held at the Napa Valley Community Foundation, located at 3299 Claremont Way #4, Napa, CA 94558.
We will share some independent work, readings, and videos to prepare for the training.
Light work will be assigned between training days sessions.
You will receive the training logistics, agenda, and pre-reading via email before the training and in-hand materials once you arrive at the training.
Tuition includes:
Space is limited and training is filled on a first-come first-serve basis. Please note registration closes two weeks prior to the training date.
We understand life happens. If you cancel more than 60 days prior to the training, your registration will be refunded in full. All cancellations within 60 days are non-refundable. We will try to take into account any extenuating circumstances that result in cancellation and may allow your fee to be applied to a future training within 12 months. We cannot guarantee fee postponement beyond 12 months of the originally planned training.
All training sessions are live learning and are not be available as recorded sessions for make-ups. Please plan on attending all sessions for the full duration. If you miss a session, we’ll do our best to share what was covered but cannot guarantee receiving 21/64 Certification.
Questions?
If there’s anything you would like to discuss or if you have questions please don’t hesitate to reach out. We look forward to hearing from you!
Price range: $2,965.00 through $3,650.00
| Select Registration Option: | For-Profit Professional, Non-Profit Professional & Independent Practitioner |
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