Legacy Consulting & Events

Sip & Prep is a relaxed, guided, in-person group event designed to help you begin organizing the personal, medical, and family information that matters most—before it’s urgently needed.

This isn’t a lecture and it’s not overwhelming. It’s a practical, supportive experience where you’ll learn what information truly matters, why it matters, and begin completing it in real time—with guidance, structure, and encouragement.

Whether you’ve made some good progress, been meaning to “get to this someday” or you’re already feeling the weight of responsibility for yourself or loved ones, Sip & Prep events help you take a confident step forward.  

Looking to host a Sip and Prep event with your community? Here’s our Host Tool Kit. Click To Access

The A.P.T.™ Transition Intensive – Recorded Replay Available

• A guided, interactive deep dive that can build on the foundation of the Sip & Prep

• The A.P.T.™ Transition Intensive is a live, instructor-led experience designed to help you move beyond “starting” to strategically progressing in gathering and organizing your vital information. This session expands on the core concepts introduced in Sip & Prep, while taking a deeper look at how to prioritize, structure, and actually complete what matters most.

• Through practical teaching, real-life examples, and guided reflection, you’ll learn not just what to collect, but how to think through decisions, anticipate challenges, and create a system that truly works for your life

• What you can expect:

  • Deeper exploration of the A.P.T.™ framework (Anticipate. Prepare. Transition.)

  • Clear prioritization of must-have vs. “nice-to-have” information

  • Strategies for overcoming common barriers (time, overwhelm, family dynamics)

  • Guided exercises to help you apply concepts in real time

  • Opportunity to ask questions and receive live feedback

• Best for:
  ✔ Sip & Prep attendees who want to go further
  ✔ Individuals who prefer structured, live learning
  ✔ Those ready to move from awareness to meaningful action

Click to Access Recorded Replay

Caregiver Readiness Webinar Series – Live (Virtual)

• 2–3 Part Series – Final format to be confirmed

• Practical guidance for family caregivers navigating medical, legal, and logistical realities

• This live webinar series is designed for current and future caregivers who want clarity, confidence, and a realistic plan for supporting a loved one. The series blends education, strategy, and practical tools to help you move from reactive caregiving to prepared, intentional support.

• Each session will build upon the last, guiding you step-by-step through the most critical aspects of caregiving and transition planning—so you are not just informed, but equipped.

• Topics will include (but are not limited to):

  • Where to begin when gathering the most important information

  • Understanding medical insurance, benefits, and coverage

  • Making sense of your loved one’s medical needs and care options

  • Preparing for relocations (in-state and out-of-state transitions)

  • Navigating conversations with family members and medical professionals

  • Understanding and obtaining Power of Attorney

  • Gaining appropriate access to banking, finances, and legal documents

  • Working with utility companies, providers, and agencies

  • Practical planning for unexpected changes or emergencies

• Designed for caregivers who want to:

  • Reduce stress and confusion

  • Feel more confident in decision-making

  • Protect their loved one’s interests

  • Be prepared rather than overwhelmed

• Best for:

  ✔ Adult children supporting aging parents

  ✔ Spouses or family members involved in care

  ✔ Anyone anticipating or currently navigating a healthcare transition

A.P.T.™ Transition Sessions provide structured, personalized guidance to help you strengthen the systems that support you through life’s transitions. Whether you are navigating a planned change or simply want to be better prepared, these sessions help you clarify priorities, reduce overwhelm, and build a practical roadmap for action.

Each plan is rooted in the A.P.T.™ Framework — Anticipate, Prepare, Transition — and is designed to move you from scattered to structured with clarity and confidence.

No matter which option you choose, you will leave with greater insight into your current systems, defined next steps, and support in building sustainable preparedness habits.

A.P.T.™ Transition Strategy Session

$97

A focused 45-minute virtual strategy session designed to identify your most immediate transition gaps and next steps.

Includes:

• A guided A.P.T.™ systems snapshot assessment

• Identification of your top 3 priority areas

• A personalized written roadmap with clear next actions

Best for individuals who want clarity and direction before/while implementing on their own.

A.P.T.™ Transition Accelerator

Founding Client Rate: $397
(Future Rate: $597)

A structured 6 week guided implementation experience designed to move you from intention to execution.

Includes:

• Comprehensive A.P.T.™ Transition Assessment

• Personalized Top 5 Transition Priority Plan

• Three 60-minute virtual sessions (with flexible scheduling options)

• Personalized implementation tools selected for your priorities

• Beneficiary, authority, and access system review

• Accountability checkpoints between sessions

• Course correction and strategic re-directs as needed

Designed for individuals or couples who want structured support, accountability, and meaningful progress toward true transition readiness.

A.P.T.™ Transition Intensive

$1,197

A high-touch, personalized deep-dive for individuals or families navigating multiple or complex transitions.

Includes:

• Comprehensive A.P.T.™ systems evaluation

• Three 90-minute virtual strategy sessions (or half-day intensive option)

• Advanced transition mapping and risk review

• Strategic alignment across documentation, access, and authority systems

• 45-60 days of follow-up accountability

• Customized transition implementation playbook

Ideal for those managing multiple family dynamics, caregiving responsibilities, relocation across states, significant asset complexity, or layered transitions.

Anticipate. Prepare. Transition.

The A.P.T.™ Essentials Guidebook is the foundational tool created by Legacy Consulting and Events, LLC to help individuals and families gather, organize, and access their most vital information before a transition, crisis, or life shift occurs.

This comprehensive guidebook serves as a central holding place for essential personal, medical, legal, financial, and household information—reducing stress, saving time, and increasing clarity during life’s most demanding moments.

Whether you simply desire to systematically manage vital information, just want peace of mind or are preparing because of transition, aging, caregiving, relocation or illness, this guidebook helps you move from uncertainty to preparedness—one clear step at a time.

Best for:

✔ Individuals planning ahead

✔ Anyone navigating or anticipating transition

✔ Parents, adult children, and spouses

✔ Caregivers & family supporters

Available Formats & Pricing

• Click to Access Digital Guidebook: $45

• Printed Guidebook - Black and White Text - $45

• Printed Guidebook - All Color Text - $60

• Additional cost to mail Printed Copy

Simple Healthcare Transitions – $150

•  Four - 30 minute virtual consultations

• Best for: Straightforward medical transitions

Mixed Care Needs Healthcare Transitions – $250

• Four - 45 minute virtual consultations

• Best for: Multiple needs, moderate complexity
  

Complex Care Needs Healthcare Transitions – $450

• Four - 45 minute virtual consultations

• Home Safety Assessment & DME recommendations (90 minutes)

• Best for: High-complexity or multi-layered care situations

Home Safety Assessment & Durable Medical Equipment (DME) Recommendations – $75/hour

• In-home or virtual assessment of your living space with practical safety and equipment recommendations

• Best for: Preventing falls, improving mobility, and making home safer for recovery or aging in place

Pre- and Post-Operative Training – $75/hour

• Personalized education and hands-on coaching to prepare for surgery and support recovery at home

• Best for: Individuals and families who want confidence, safety, and clarity before and after a medical procedure

Family Caregiver Training – $75/hour

• Hands-on instruction and coaching for family members providing daily care

• Best for: Families who want to feel confident, capable, and safer while caring for a loved one at home

• (May include, as needed: bed mobility, transfers, safe positioning, use of equipment, and practical safety strategies.)

Customized, live educational workshops designed for groups who want practical, personal preparation and/or caregiver readiness.

These interactive sessions are tailored for community organizations, faith communities, workplaces, caregiver groups, senior living organizations, women’s ministries, book clubs, and affinity groups who want to equip their members with clear, actionable tools for preparedness and/or caregiving.

The presentation blends practical education, real-life examples, and structured guidance—helping participants understand not only what to prepare, but how to begin and why it matters.

Potential Formats:

• 60 minute keynote-style presentation

• 60-90 minute interactive workshop with guided exercises

• Half-day training 

Common Topics Include (customizable by group):

• Getting started with vital information (what truly matters)

• Preparing before a crisis or transition

• Caregiver readiness: understanding medical needs & insurance

• Navigating difficult family conversations with confidence

• Organizing information for all types of predictable and unexpected transitions

• Reducing overwhelm through simple systems and accountability

Best for:
✔ Churches & ministries
✔ Community organizations
✔ Caregiver support groups
✔ Senior living communities
✔ Women’s groups or book clubs
✔ Employers interested in caregiver support