The Legacy Dinner™

Welcome your clients to an intimate setting where we'll discuss key issues about legacy, transition, and planning for what's next.

What Will Your Legacy Be?

Deals close when they are founded on trust. Trust comes from real relationships and connection. The Legacy Dinner™ is a facilitated dinner that deepens your connection with the people who count.

- Director of Sales and Marketing, Banking Services Operation

★ ★ ★ ★ ★

From just one Legacy Dinner, we’re already doing work with two of the guests and it’s only been one week!

The event helped me reach a level of trust that would have taken years otherwise.

- Vice President and Commercial Relationship Manager, Major National Bank

★ ★ ★ ★ ★

This was the most surprising event I’ve ever attended. Before I knew it, three hours had flown by and I left knowing this group of 12 people as if I’d known them forever.

- Managing Director, Major International Bank

★ ★ ★ ★ ★

We’re always looking for a way to stand out in a competitive market that can feel commoditized. The Legacy Dinner is definitely a cut above the same old stuff every other bank is doing.

- Senior Vice President, Private Equity and M&A Services

★ ★ ★ ★ ★

I called my wife on the way home and shared that this was one of the best and most meaningful dinners I’ve ever attended.

Let Us Plan A Legacy Dinner™ For Your Guests

Deepen the relationship with your clients and circles of influence.

Stand out from the crowd, and differentiate yourself from your competitors with real, meaningful connections.


(586) 770-3329

Frequently Asked Questions

What is The Legacy Dinner™?

The Legacy Dinner™ is an intimate, curated dinner, and facilitated conversation for you and up to ten guests. In the style of a Jeffersonian-style dinner we’ll explore the topic: What Constitutes a Lasting Legacy? It is designed to help business advisors build trusting, connected, emotionally grounded relationships with their clients and referral partners.

How does it work?

Unlike the typical “come have a steak dinner and listen to a talking head talk,” The Legacy Dinner™ is constructed in a way that encourages participation from everyone at the table.

Each guest is invited to share their answer to this opening question: “If I could choose to take on the life of any other person (living, deceased or imaginary) who would I choose and why?”

The answer may be whimsical, lighthearted, or deep, and they may wish to share an anecdote or two about how they came to that answer. The ensuing discussion about legacy, transition, and planning helps everyone get to know their fellow dinner mates on an incredibly intimate level.

Why does it work?

Everyone talks about how they are in a “relationship business,” but very few organizations and people are investing energy beyond building surface-level relationships. The Legacy Dinner™ is designed to cut through superficial handshakes and light conversation, so you can truly get to know your clients and partners.

Denise’s facilitation of the conversation helps everyone at the table feel comfortable and creates the right environment for true relationship building.

Who should attend?

The Legacy Dinner™ is best for a small gathering. Typically, we suggest an advisor and up to ten guests should attend.

What Does it Cost?

Each experience is custom designed by you and Denise. As such, the price of the event is subject to the setting you choose. For more information, contact us using the information below.