
Workshops
Building and living a legacy of purpose
Employees at all ages and stages of life want to live a life with meaning and on purpose.
These interactive workshops are designed as “personal coaching” for a group. The focus is on personal development to enhance job satisfaction, provide clarity, and a sense of calm which adds value to the bottom line.
Workshop One
Beyond the Money: Career Well-Being
Career well-being is one of five elements of well-being. The other four are social, financial, physical, and community well-being. The five are interdependent. They are universal across faiths, cultures, and nationalities. Career well-being is the most influential of the five. People who are high in it are said to be twice as likely to be thriving in their lives overall.
As a result of this coaching workshop, participants will:
- Learn the basics of career well-being
- Compare goals to dreams
- Develop a WHY statement after a life design assessment
- Explore how to design the life you want
Workshop TWO
Beyond the Money: Career Well-Being
Our careers tend to be scripted, and we know how to get to where we want to go. But it helps to have a vision for how to integrate life’s dreams, desires.
As a result of this coaching workshop, participants will:
- Realize the value of a holistic vision for your life
- Create a life vision to guide allocation of resources (time, money, energy)
- Understand legacy thinking as forward thinking
- Draft a legacy statement for moving toward this life vision
Workshop THREE
Learning to Navigate Life’s Transitions
We are living and working in a time of disruption which causes anxiety and affects job satisfaction, productivity,
development and growth. It is critical to learn how to navigate transitions of all kinds to thrive and not just survive.
This workshop will focus on how to turn disruption into direction. Participants will learn how to:
- Reframe disruption as a powerful catalyst for personal and professional growth
- Learn the anatomy of a transition and how to overcome the obstacles to move forward
- Explore the concept of living legacy, what it means to lead with intention every day
- Leave with clarity, motivation, and a renewed sense comfort with uncertainty and a clearer path forward
Workshop FOUR
Beyond the Money: From Making a Living to Making a Life (age 50+)
When people approach retirement, they often fear loss—of identity, relationships, and structure. When it comes to life
after work, many people are not planning for what’s next. We may plan financially for the next phase, but most people
don’t think beyond the money. It is important to reimagine retirement as a time of purpose, growth, and legacy.
As a result of this coaching workshop, participants will:
- Understand the difference between change and transition
- Learn how to discover purpose beyond a career
- Rekindle meaning and connection beyond the job title
- Leave a Breadcrumb Legacy™ through small daily choices

Investment
Each workshop is three hours in length. The investment for a single workshop is $5,000 which includes session facilitation and all workshop materials.
The investment for a series of 3 workshops is $12,000.
If the session is conducted outside of Dallas, Polk or Warren counties, travel expenses would be in addition to the workshop investment.
Sign Up and Download Your FREE Copy of The Top 5 Actions For Creating Your Own Breadcrumb Legacy™
