The Workshop Program
A Framework Worth Remembering
Four signature presentations for professionals, communities, and families — each built to make one idea unforgettable: most families don't have a bad plan, they have pieces.
30min
Keynote spark — one idea, one call to action.
45min
The complete framework with a real client story.
60min
Workshop format with discussion and Q&A.
One core presentation. Three lengths. Tailored to your audience.
The Flagship Presentation
The Coordination Gap™
Most planning failures are not caused by bad advice. They happen when good decisions stop working together.
Nobody else is teaching this. The problem isn't a lack of professionals — it's a lack of coordination. That's memorable. That's ownable. And it's the strongest framework InheritGuard Partners brings to a room.
The Arc
- 1Most families have pieces, not a plan
- 2The four-advisor coordination diagram
- 3Where gaps quietly appear
- 4A real client story
- 5The Estate Score™ and the next step
The Signature Four
Built For Every Room
From boardrooms of advisors to church halls and senior communities — four world-class talks, each with a clear audience and a clear next step.
Family. Finances. Future.
Every important decision eventually affects all three.
Ideal Audience
- Churches
- Community Groups
- Employers
- Military Families
What It Covers
- —The three things every decision touches
- —Aligning family relationships and roles
- —Bringing order to finances
- —Building continuity for the future
- —Where to begin with clarity
What Families Often Miss
The most common gaps in estate plans — and the simple steps that close them before they become problems.
Ideal Audience
- Pre-Retirees
- Retirees
- Estate Planning Prospects
What It Covers
- —Beneficiary designations
- —Trust funding
- —Powers of attorney
- —Executor selection
- —Family communication
Aging Parents & Family Decisions
Difficult conversations are easier with a plan. A calm, caring framework for supporting aging parents.
Ideal Audience
- Adult Children
- Churches
- Senior Communities
What It Covers
- —The conversations that matter
- —Care, not control
- —Powers of attorney & healthcare proxies
- —Bringing the whole family together
- —A confidential next step
Why Workshops
One Talk. Many Outcomes.
Referrals from professionals in the room
New speaking opportunities
Professional partnerships
Trust built at scale
Reviews and word of mouth
Estate Score™ completions
Bring The Coordination Gap™ To Your Audience
Invite Eric Rodriguez to speak to your firm, community, or organization. Every workshop ends with a clear, valuable next step for your people.