We are moving forward with plans to meet in person for Summer Institute this Fall!

We plan to offer the same program theme created for 2020, and to meet at the same venue.

So, keep your fingers crossed that everything aligns and we are able to gather together!


Tuesday, October 5th – Friday, October 8th

Departures on Saturday, October 9th


Being Bigger Than the Money 

Money that comes from an inheritance or partnering with an inheritor can take on an outsized power in our lives.  While financial wealth is usually intended to be an asset that increases the quality of the recipient’s life, there are many ways it can also make us feel small, overwhelmed, or even lost. Financial inheritance comes with responsibilities we may not have been trained to handle, or have interest in.   It can carry burdens of guilt and shame.  It can become a primary feature of our identity.  Our self-worth to net-worth ratio can get out of balance, and without paid work our self-esteem can suffer.  In relationships with unequal financial wealth, the money can become a third-party, disrupting intimacy.


At this year’s Summer Institute, we will explore practices designed to:

  • Put money in its place as a commodity meant to empower us to live fulfilling lives

  • Work toward a healthy self-worth to net-worth ratio

  • Get more comfortable with financial wealth being a part of our identity, with less concern about what other people think

  • Build our emotional intelligence: the ability to recognize, understand, and manage emotions in ourselves and others, so that the money may have less overwhelming influence 

  • Make choices to prevent the money from negatively impacting our most important relationships 


Our goal is to move away from feeling the financial wealth controls our lives and toward feeling we control it; using it as a tool to help us be happier, in strong relationships with others and ourselves, and living our values more fully.


The Summer Institute incorporates a balance of large and small group activities, including educational exercises, presentations, and discussions. We include time for personal reflection as well as opportunities for socializing with others.
Whether you've spent little time or decades pondering questions like those above, the Summer Institute will provide something of value to you. It is our experience that what we learn and explore together leads to more open, fulfilling conversations and relationships throughout our lives.


Wingspread Retreat & Executive Conference Center

Racine, Wisconsin

Wingspread Retreat & Executive Conference Center encompasses three unique buildings on 36 secluded acres with prairies, trails, and a pond, and is just a 5-minute walk from the western shore of Lake Michigan. The original iconic building, designed by Frank Lloyd Wright and known simply as Wingspread, is the heart of this unique complex. Wingspread's  campus includes beautiful dining areas, meeting rooms with natural light and 40 newly remodeled guest rooms, and is located 35 minutes from Milwaukee and 90 minutes from Chicago. Visit the Wingspread website at wingspread.com for more information.



$3,300 before August 31st  //  $3,500 after August 31st


To encourage partners/spouses to attend together, there is a discount for the second member of a couple: $2,600 before August 31st  //  $2,800 after August 31st


Registration fee covers program and materials, accommodations, meals, taxes and service charges, and airport transfers from Milwaukee Mitchell International Airport (MKE). Travel costs are not included.

Registration Form

Download a PDF registration form




Contact us with any questions or for additional information!