February Luncheon- "Family Legacy/Heritage Planning

Date: Wednesday, February 7, 2024
Time: 11:30am - 1:00pm
Location: Hollytree County Club
Speaker: Rodney (Rod) C. Zeeb, JD, HDP

We are pleased to have Rodney (Rod) C. Zeeb, JD, HDP, join us for the ETEPC February 2024 luncheon. He will be discussing Family Legacy and Heritage planning methods with our group.


Rodney (Rod) C. Zeeb, JD, HDP™, is Founder & CEO of both The Heritage Institute® and Genacy™. The Heritage Institute provides training for trusted professionals in addition to Heritage Design Professional® (HDP™) certification. Genacy works with families multi-generationally either directly or in collaboration with their trusted professionals. The Heritage Institute also conducts and distributes original research, offers mentoring, coaching, and marketing support for professional advisors, and provides consulting services directly to individuals and families. Rod has over three decades of experience in estate planning, charitable planning, and heritage design and is recognized internationally for his contributions to the field. Rod is the host of the ‘Trusted Advisor’ podcast, speaks on issues related to multi-generational planning, is the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, co-author of the novel What Matters, and has been quoted in both US and international publications. Rod graduated Summa Cum Laude from Willamette College of Law in 1986, where he was Editor-in-Chief of the Willamette Law Review


C. E. CREDIT: No prerequisites required.

CPAs: One hour                                CFP: One hour

Attorneys: One hour                          CLU: One hour - based on course content


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