Legacy Lab™

Based on my #1 new release book “Your To Die For Life"

What if you could reverse-engineer the top regrets of the dying….and discover exactly what prevents them?

That's what I did. After studying research on end-of-life regrets, I identified the 7 core values that, when lived intentionally, can prevent those regrets from happening.

Some top regrets include:

1. I wish I'd had the courage to live a life true to myself

2. I wish I hadn't worked so hard

3. I wish I'd had the courage to express my feelings

4. I wish I had stayed in touch with my friends

5. I wish that I had let myself be happier

The 7 Core Values That Can Block These Regrets:

• Authenticity - Live true to yourself, not others' expectations

• Bravery - Speak your truth, take the leap

• Curiosity - Learn from failures, evolve continuously

• Discernment - Invest time and energy wisely

• Empathic Love - Connect deeply with those who matter

• Fun - Remember life isn't just about achieving

• Gratitude - Appreciate what you have, not what you're chasing

Here's the question that people need to hear NOW: 

If you keep living the way you're living now (working this hard, sacrificing your close relationships, postponing joy) will you have regrets?

The most successful people I work with aren't afraid of losing money. 

They're terrified of getting to the end and realizing they optimized for the wrong things.

PLUS:

Research shows that confronting your mortality doesn't increase fear.

It increases intentionality. 

It transforms "someday" into "today" and forces you to ask: Does my life have true meaning and purpose and deep fulfillment?

What audiences discover:

• The gap between the legacy you're planning and the legacy you're actually creating

• How to use the "I am [core value] and so I do [habit]" framework to close that gap

• Why your loved ones will remember stories around your core values - more than what's in your trust

• How to move from "successful" to "significant" before it's too late

• The identity-based habit system that makes change stick

Format: 60-90 minute keynote or half-day workshop
Ideal for: Family offices, wealth conferences, executive retreats, families in transition, anyone who's achieved financial success and is now asking the harder questions about meaning, purpose and deep fulfillment.

This talk particularly resonates with people who've won at the game of wealth and are now wondering if they've been playing the right game.

The Science-Backed Case for Letting Yourself Feel Bad

Question: If I could hand you ten years of pure, uninterrupted happiness—no bad days, no fights, no drama, no lying awake at 3 a.m.—but at the end of those 10 years you'd forget every single second of it, would you take it?

Some people say yes immediately. "Where do I sign? Do you take Venmo?"

Not me. 

In fact, I’d like to make a case for emotional pain.

And a second case for not rushing through the pain.

No, I’m not a masochist.

I’m just someone who believes that life isn’t supposed to be one long Den of Pleasure.

It’s also meant to be a Lab of Growth. That’s where you test things out, mess things up, and figure out how to become the best version of yourself.

Yes, the Lab is messy. Lonely. Humbling.

But it’s also the workshop where resilience, meaning, and growth take shape.

Or what Martin Seligman, father of positive psychology, calls “flourishing.”

Seligman’s research reports:

Happiness on its own won’t give you a good life.

What you actually need are challenges, setbacks, and the gut-punches you never saw coming.

Because it’s those struggles that inspire insights.

And those insights are what lead to the deeper joy he calls flourishing.

Viktor Frankl also believed there was a gift to be found in suffering.

Frankl (who survived the Holocaust and wrote the amazing book, Man’s Search for Meaning) said that suffering can be empowering and transformative.

If embraced rightly, struggling can help you to become more than you were before.

But you need to head into the Lab of Growth to get the most out of your suffering.

The Problem?

Most people try to permanently camp out in the Den of Pleasure…. and tiptoe past the Lab of Growth.

What This Session Covers:

This keynote makes the counterintuitive case for emotional pain… not as something to wallow in, but as something to mine for insights.

You'll learn why "good vibes only" culture is actually making us sick, why people who experience more emotional variety are less depressed and spend fewer days in the hospital, and how to metabolize struggle into time-delayed wisdom and growth.

The Research Backbone:

You’ll learn about studies on emodiversity. It turns out that people who allow themselves to experience emotional variety (not just happiness) have better mental and physical health outcomes.

It sounds counterintuitive, like eating cake to lose weight. But when you allow yourself to feel the hard stuff and analyze it, you build inner strength like muscles strengthened from resistance training.

The Practical Framework:

• Stop treating sadness like a malfunction: It's not a red blinking light on the dashboard of life. It's information. It's fuel for growth.

• Enter the Lab of Growth: When life goes sideways, don't just white-knuckle through it. Take time to sit with your misery and mine it for golden nuggets of insight. Cry on the shower floor. Then pick up the clipboard and start taking notes.

• Metabolize struggle into wisdom: The greatest stories ever told… from Odysseus to Batman… are about people who hit rock bottom and bounced back higher than ever.

Why This Matters…

High-achievers often think they're "supposed to" be happy all the time… that sadness is a personal failing or sign of weakness.

This creates immense pressure and, ironically, makes them more anxious and depressed.

Leaders who embrace emodiversity model emotional health for their teams. They give permission to struggle, which paradoxically creates more resilient, innovative, growth-oriented cultures.

What Attendees Walk Away With:

• Permission to feel the full range of human emotions without shame

• Understanding of emodiversity and why emotional variety improves health

• The Den of Pleasure vs. Lab of Growth framework for metabolizing struggle

• Tools for mining difficult experiences for insights

• A reframe on what "flourishing" actually means (hint: it's not constant happiness)

Bottom Line:

If you want to be happy, you need to spend time being unhappy. True joy (not the bumper sticker kind) needs to grow next to grief to thrive at its best. 

Session Length: 40-60 minutes (customizable)

The Premise: We throw annual parties for birthdays… commemorating our bewildered arrival into the world, clueless and covered in goo. Meanwhile, we completely ignore the day that gives life its deepest meaning: our deathday. 

Yes, I mean the day we actually die.

In a culture obsessed with youth, we tend to treat mortality like a distant rumor.

But what if facing the end (really facing it) could be the thing that improves how we live?

Now, of course I don't know the exact day of my deathday.None of us do.

But I intentionally choose to think about this mystery end-of-life date.

In fact, I even wrote my own eulogy.

Yes, on purpose.

No, I wasn't drunk.

I was inspired to write my eulogy after my dad died.

And this eulogy exercise radically improved how I live my life!

At first glance you might find this eulogy practice weird.

But, when you think about it, people write five-year plans for businesses all the time.

Well, my eulogy is simply a plan for the rest of my actual existence.

I use my eulogy as a map, a mirror, a measuring stick.

Why regularly reading your eulogy works:

When you face up to the reality of your mortality something shifts.

• You stop wasting time on things that don't matter.

• You have the hard conversations you've been avoiding.

• You text loved ones back promptly instead of letting messages sit for days.

• You leave parties when they stop being fun.

• You make the brave choice, the true choice, the choice that Aspirational Eulogy You won't regret.

Thinking about your deathday isn't morbid. It's clarifying. It's the ultimate prioritization tool. It's what happens when you stop auto-piloting through life and start living like someone who knows exactly how short the ride actually is.

What This Session Covers:

This keynote walks your audience through the practice of writing their own eulogy—not as a morbid exercise, but as a strategic blueprint for living with intention. Participants learn to close the gap between Current You and Aspirational Eulogy You through daily decision-making tools rooted in behavioral psychology and ancient philosophy.

The Framework:

Aristotle said you should begin every project with the ends in mind—including the gigantic project called your life. Writing your eulogy first gives you a mission statement, a map, a measuring stick. It becomes the "before and after" for your life choices: Are you moving toward who you want to have been, or are you auto-piloting through decisions that betray your actual values?

The Practical Tools:

• The MadLibs Eulogy Template: A fill-in-the-blanks exercise that takes 30 minutes and reveals your core values (the ones that prevent the top deathbed regrets)

• The Phone Notes Strategy: Keep your eulogy accessible for real-time decision-making (Should I have that hard conversation? Go to that networking event? Watch another episode or write that thing I've been avoiding?)

• Aspirational Eulogy You as Decision Filter: When paralyzed by choices, ask: "What would Aspirational Eulogy Me do?" The answer isn't always convenient, but it's always clarifying.

• The Gap-Closing Method: Identify the distance between who you are now and who you want to have been…then build bridge habits tied to core values that create 80% higher follow-through than willpower alone

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Why This Matters for Their Clients:

Ultra-high-net-worth individuals often struggle with purpose despite success. They've been operating in hedonia mode (finite goals, worship at the altar of hustle) when what they actually crave is eudaimonia (becoming their highest potential self, leaving a meaningful impact). 

The eulogy exercise recalibrates their aim. It shifts focus from "How much can I accumulate?" to "What kind of person am I becoming? Am I living by my core values? What stories will people tell about me when I’m gone?”

What Attendees Walk Away With:

• Their own eulogy draft (or clear roadmap to complete it)

• A decision-making filter they can use immediately

• Understanding of the 7 core values that prevent the top regrets of the dying.

• Tools to help clients shift from wealth accumulation to legacy creation

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Bottom Line:

Your deathday is coming whether you've made peace with it or not. But who you'll be by the time you get there? That's still totally up to you. 

Ideal For: Financial services conferences, wealth management firms, family offices, leadership retreats, anyone working with high-achievers who've "made it" but still feel unfulfilled

Session Length: 40-60 minutes (customizable)

Materials Provided: eulogy template, core values framework, decision-making tools

In this keynote, I explain the benefits of Mortality Awareness and why you should write your eulogy now.

Recent research reported that when people confront their future selves via a face-aging app, they begin to live with more meaning and purpose.

Writing your eulogy cranks that result up to eleven. Because you're not just meeting Older You… you're coming face-to-face with Deathbed You… and that’s a very powerful experience.

Most people wait until someone dies to write a eulogy. I ask you to write yours now… while you still have time to live up to it.

Here's what happens when you write your own eulogy:

• You immediately see the gap between who you are now and who you want to become, so you feel like your life had meaning and purpose.

• You start to understand what you want your identify to stand for - your top actual core values.

• You stop procrastinating on what matters most, because Future You is becomes very real to Current You.

• You realize that a eulogy isn't a LinkedIn bio read aloud. It's about love given, lives impacted, and values upheld.

This isn't a morbid exercise. It's the most clarifying thing you'll ever do.

The question that drives this keynote/workshop:
If someone stood up at your funeral tomorrow, what would you want them to say about you? And more importantly… are you living in a way that would make that eulogy true?

What happens in this keynote/workshop:

• I guide you through my fill-in-the-blank eulogy template (so it's approachable, not overwhelming)

• You write your aspirational eulogy… who you want to become at your best

• You identify the gaps between Current You and Eulogy You

• You learn my "I am [core value] and so I do [habit]" framework to bridge those gaps

• You leave with a concrete action plan : your "To-Die List". This is NOT a bucket list of adventures, It’s a daily “to do what matters most list.”

Why this works:

Aristotle called it "telos": begin with the end in mind. You wouldn't start building a business without knowing what you're building toward. Why would you do that with your life?

Your eulogy becomes:

• Your mission statement

• Your gut-check for decisions

• Your bridge from "I wish" to "I will"

• Your answer to "Am I living the life I meant to live?"

This keynote/workshop is especially powerful for:

• Founders preparing for succession (Who do you need to be as you step back?)

• Families defining their values (What do we stand for beyond the balance sheet?)

• Anyone in transition (divorce, retirement, empty nest, business exit)

• People who've achieved financial success and are now asking "Is this it?"

The uncomfortable moment: Most people realize their planned legacy and their actual legacy are completely different. This keynote/workshop closes that gap.

This isn't about death. It's about living intentionally… starting today.

Mortality awareness is not morbid. It’s motivating. It creates urgency which inspires action.