Education
Live sessions exploring wellbeing-centered wealth — led by Human Wealth™ Founders. Experiential workshops for individuals seeking a richer life and diagnostic case conferences for professionals guiding them.
Interactive workshops where you’ll map your life across 16 dimensions, identify friction sources, and leave with a partial self-portrait that demands professional completion.
A small-group interactive workshop where you'll complete a simplified Wellbeing Composition across all four domains, calculate your approximate SER, identify patterns like the Velvet Rut and Golden Stagnation, and leave with a partial self-portrait of your life across 16 dimensions.
An interactive workshop focused on identifying friction sources: your personal Bandwidth Tax, Time Capital allocation, goal self-concordance, and Vitality Reserve. Discover where your system is losing energy and hear anonymized before-and-after stories of clients who made targeted changes.
Map your personal transition landscape across 8 types, identify which of your 16 elements are being depleted, assess shadow liabilities (caregiving burden, estate gaps, isolation risk), and preview your Third Act readiness through Security Floor and Eudaimonic Ceiling calculations.
Case conferences demonstrating the diagnostic power of the Human Wealth™ framework on complex client scenarios — Bandwidth Tax, COTI, SER, and transition engineering in action.
A professional development case conference covering the K-Score formula, SER thresholds, and COTI calculation through two in-depth composite client cases — the Golden Stagnation client and the COTI-eroded client — with live tool demonstrations and practice integration discussion.
An advanced case conference building on Q1 diagnostics. Two complex cases — the Bandwidth-Crushed Executive and the Crowded Nest Family — demonstrate how to diagnose process-domain frictions, implement the Vitality Gate Rule, and use the Time Capital Ledger and Systems Kanban as diagnostic instruments.
The capstone advisor event of 2026. Two complex transition cases — the Sandwich Generation client and the Sudden CFO — plus an exclusive preview of Entity Mode: comparative radar charts, relational friction coefficients, merged financial views, and the dissolution protocol. Includes beta program enrollment.
Our certification programs build on the webinar foundations with cohort-based learning and supervised practice.