Legacy Wealth Holdings

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18-19

EMPOWER YOUR RELATIONSHIPS,


TRANSFORM YOUR LIFE

Boston, MA

JUNE

REGISTER TODAY!

Time’s Ticking: Secure Your Spot Now!

Countdown Expired!

HEALTH & SELF-RELATIONSHIP

Learn from Fraser Bayley as he explores the critical relationship you have with your body and how it forms the foundation for success and performance in all other areas of your life.

FRASER
BAYLEY

Mastering Connection with Emotional Intelligence

Understand the nuances of communication and emotional agility to equip you with the tools to navigate the complexities of relationships at work and home.

TIM
SLIVKA

Blueprint for Excellence: Crafting Enduring Relationships

What are the secrets to lasting bonds that withstand the test of time and adversity? During this interactive workshop with Larry Hagner, you’ll learn practical insights on how you want to build your legacy.

LARRY
HAGNER

How to Build Your Legacy Through Estate and Trust Planning

Learn from Fraser Bayley as he explores the critical relationship you have with your body and how it forms the foundation for success and performance in all other areas of your life.

PAUL
VINCENT

ADAM
VINCENT

Incredible Networking Opportunities

How could we have an event about relationships without including immersive and unforgettable networking opportunities? From intimate networking experience at the Red Sox/Yankee’s game with Tim Bratz to historic tours, you can click here to see full itinerary.

TIM
BRATZ

Little Legacy Kid Mastermind

Given the unique theme of this summit, we are extending the opportunity for you to bring along the family & have them learn while you do too. Click here to learn more about what this entails, along with register your kids.

TIM
BRATZ

“This is the light I had been waiting to see in real estate. Being able to engage with the diverse group has been transformative, not just for my business, but also for my family’s overall growth and happiness.”

Ashley Faddoul

Acquisitions at Martin Commercial Investments

WHY JOIN?

Choose to elevate your relationships, your business, and your legacy.

This is your moment.

Life-Changing Journeys

Dive into experiences that redefine relationship building and personal success.

Leadership Insights

Access wisdom from top minds in health, emotional intelligence, and legacy creation.

Elite Networking

Forge valuable connections in an exclusive community focused on growth.

Actionable Learning

Engage in workshops that deliver strategies for estate planning and relationship enhancement.

Family Growth

Experience a summit that values and includes your family’s learning journey.

Memorable Access

Get special entry to unique events that blend learning with unforgettable moments.

WHAT WILL YOU LEARN?

Master the art of nurturing personal and professional connections in any market condition.

Discover how to initiate and close deals that align with your legacy goals.

Learn techniques to boost the return on investment for your relationship-focused endeavors.

Keep your financial plans for trust and estate management on track and within budget.

Understand how to expand your influence from personal circles to community-wide legacies.

Explore how to contribute to various aspects of your legacy, from family to philanthropy.

Identify and act on emerging trends in relationship dynamics and legacy building.

Optimize your time and effort investments for the greatest return in life enrichment.

Utilize technology to enhance the efficiency of your legacy planning and relationship management.

Assess the potential of various relationship-building opportunities for long-term success.

Hone your negotiation skills to create win-win situations in personal and business relationships.

Achieve a balance that allows for growth in your relationships and legacy without constant active involvement.

Learn how to choose the right partners and collaborators who align with your legacy vision.

Secure the best financial strategies to support your long-term relationship and legacy objectives.

Pre-Summit Networking

Join us for an intimate networking event with real estate expert and entrepreneur, Tim Bratz, along with other Legacy Family members. Enjoy exclusive suite access, premium amenities, and the excitement of a major baseball rivalry – The Red Sox and Yankees. 
Your ticket includes access to the game, a private suite, and all food & drink.
Limited to 25 tickets. Family-friendly.

16

Father's Day Baseball Game

& Networking at Fenway

Fenway Park, MA

JUNE

PURCHASE TICKETS

Celebrate historic Bunker Hill Day with a host of free, family-friendly activities across the city. From vibrant parades to live music, immerse yourself in the festive atmosphere. Stay updated and coordinate meetups with other members through our group Facebook chat. An ideal way to enjoy community spirit and camaraderie in Boston’s historic celebration.

17

Additional Networking

Opportunities

Charleston, MA

JUNE

STAY CONNECTED

Summit Itinerary

Where you come to connect with like-minded individuals for two full days, enjoy top-of-the-line experiences, and learn from experts on how to level up in business and life. All food, drinks, and excursions shared below are included in your two-day ticket. 

JUNE 18

Summit

day 1

TUESDAY

Keynote:

Unlock the Power Within – Mastering Health
& Self-Relationship with Fraser Bayley

Plenty of networking opportunities

Keynote:

Mastering Emotional Connection in
Business & Family with Tim Slivka

Complete rent-out of Fenway stadium for tours, dinner, drinks, and networking.
This is a family-friendly event.

Complete rent-out of Fenway stadium for tours, dinner, drinks, and networking.
This is a family-friendly event.

Workout led by celebrity trainer, Fraser

JUNE 19

Summit

day 2

WEDNESDAY

Blueprint for Excellence: Crafting Enduring Relationships with Larry Hagner

Legacy Through Planning: An Estate and Trust Workshop led by Adam and Paul Vincent

Themed Networking Dinner & Auction at Samuel Adams Brewery located in 
the heart of downtown.

Location & Accommodations

We have 70 rooms per night available in our room block at the Omni Parker House. We’ve also been made aware that the hotel is almost sold out for our dates due to multiple coinciding events. Please book your room before our room block expires on May 20, 2024 to guarantee availability.

Omni Parker House

60 School Street
Boston, MA 02108
Phone: (617) 227-8600

BOOK ROOM