Building and Preserving Generational Wealth and Legacy
Learn how to build and preserve legacy wealth for generations, the American Dreams Impact Legacy Conference!
Tuesday, September 19th at 10 AM PST, Don’t miss this online event!
50% discount with the code “DREAM50“
Learn the importance of crafting your family’s legacy with intent, rather than leaving it to chance. This event is your opportunity to hear how other families have managed to leave a lasting legacy.
Our main speaker, Alan Olsen, will be joined by esteemed guest speakers Mitzi Purdue and Sheila Driscoll. As a token of appreciation for our American Dreams Newsletter subscribers, we’re offering a special 50% discount with the code DREAM50. Click here to register.
Alan Olsen: Find Your Path and Unlock the Power of Purposeful Family Legacies
- Author of “My Path” and host of the renowned “American Dreams” radio show and podcast.
- Learn the secrets of creating a lasting wealth legacy and find your path in life.
Guest Speaker: Mitzi Perdue – Crafting a Legacy by Design, Not Default
- A life shaped by family legacy and entrepreneurial spirit.
- Witnessing two generations of family business success, Sheraton Hotels & Purdue Chicken.
- The importance of a strong family business culture.
- Revealing the transformative impact of intentional decisions in family enterprises.
Guest Speaker: Sheila Driscoll – Elevating Humanity through Targeted Philanthropy
- Visionary philanthropist and entrepreneur.
- Global perspective on philanthropy from academic pursuits and experiences.
- Empowering global philanthropy and driving social impact as Managing Director at The Billionaire Foundation.
- Dive into the art of goal setting and transforming goals into actionable steps.
- Value the essence of self-reflection and pushing beyond comfort zones.
- Unearth strategies that successful families employ to build legacies and contribute back to society.
- Engage in a Q&A session to gain a deeper understanding of the path to success.
- Harness your innate talents and passions and align them with strategies to sculpt your own American Dream.
Join us to be inspired by these compelling stories and understand how success can be channeled to benefit the community at large. Don’t miss this remarkable opportunity. Click here to register.
Further Reading & Resources:
- Alan’s Book “My Path”
- Mitzi’s Books
- Mitzi’s American Dreams Interview
- Sheila’s American Dreams Interview
About the Speakers:
Alan Olsen, CPA, MBA, the managing partner at Greenstein, Rogoff, Olsen & Co., LLP (GROCO), has over 25 years of experience in family office tax, strategy, and advisory. A leading voice in his field, Alan’s dedication extends beyond professional achievements, cherishing his roles as a husband, father, and grandfather. For more background, please see bio below.
Mitzi Perdue is an award-winning author passionate about living a fulfilling life. Drawing from her unique experiences with successful family businesses, Mitzi is dedicated to inspiring others to reach their full potential. For more background, please see bio below.
Dame Sheila B. Driscoll is a globally respected business leader, celebrated for her higher-purpose innovations. Her diverse journey, from academia to entrepreneurship, showcases her dedication to making a positive impact on the world. For more background, please see bio below.
If you’re determined to make a positive change in your legacy, please consider attending the online American Dreams Impact 2023 conference. One’s legacy, true happiness, and success mean different things to different people. Hear how the families of these three individuals built theirs.
Be inspired and learn from Mitzi Purdue, Sheila Driscoll, and Alan Olsen’s personal and professional experiences, as well as the success stories of others. As a subscriber to the American Dreams Newsletter, you are welcome to use this 50% discount code DREAM50.
A Life Shaped by Family Legacy and Entrepreneurial Spirit.
From her father’s role in co-founding the Sheraton Hotel chain to her late husband’s transformation of Perdue Farms, Mitzi Perdue’s life has been immersed in the world of successful family businesses.
Lessons from Two Generations of Family Business Success
Observing her father and husband, Mitzi Perdue witnessed the key traits that led to their achievements: focus, action, and a knack for recognizing opportunities others missed.
Developing a Strong Family Business Culture: By Design, Not Default
Mitzi emphasizes that a thriving family business culture doesn’t happen by chance; it must be intentionally cultivated to support long-term success across generations.
Crafting a Legacy by Design, Not Default
Mitzi’s gripping story will reveal the transformative impact of intentional decisions in shaping thriving family enterprises. Don’t miss her insights into building cultures of success and seizing golden opportunities.
A Visionary Philanthropist and Entrepreneur
Sheila Driscoll’s journey as a philanthropist and entrepreneur began with the establishment of the Sheila B. Driscoll Foundation and her role as CEO of Driscoll Ventures.
Academic Pursuits and International Experience
Sheila’s academic studies at the Monterey Institute of International Studies, along with her Rotary Ambassadorial Scholarship in Deaf Education, laid the foundation for her global perspective on philanthropy.
Empowering Global Philanthropy through the Billionaire Foundation
As the Managing Director at The Billionaire Foundation, Sheila plays a keyed role in coordinating foundation research and fostering collaborations with other organizations to drive social impact.
Expertise in Social Impact Investing and Philanthropy
Sheila is a sought-after keynote speaker for Global Family Office Wealth and Investment Summits, sharing her insights on topics related to social impact investing and philanthropy.
Elevating Humanity through Targeted Philanthropy
Sheila’s profound expertise in the realm of social impact will unveil how targeted giving can create ripples of change across generations. Uncover the formula for a legacy that extends far beyond financial prosperity.
Unlock the Power of Purposeful Family Legacies
Are you ready to grasp the secrets of creating a lasting wealth legacy? Brace yourself for an unforgettable experience as our incredible guest speakers unveil the blueprint to prosperity:
Hear these three speakers and others’ true-life journeys achieved their American Dreams and legacies. Practical tips and strategies to help you achieve your goals in life and build the legacy you want. Learn the importance of finding what brings you true happiness, investing in yourself, and building relationships that are meaningful for continued sustainable success.
In his book “My Path”, Alan shares his personal life experiences and his reflections from his highly rated Silicon Valley radio show and podcast, “American Dreams”.
Alan’s book is available here.
Mitzi’s books are available here.
Mitzi’s American Dreams interview is available here.
Sheila’s American Dreams interview is available here.
Bio, Mitzi Perdue is an award-winning author and has had a lifelong fascination with what it takes to lead the best life. She got to watch up close and personal how her father co-founded and was President of the Sheraton Hotel chain, and she also got to watch how her late husband, Frank Perdue, built his father-and-son chicken company into a company that today employs 21,000 people.
Both men had tremendous focus, they had a penchant for action, and they had wide-ranging interests which led them to see opportunities that others missed. They were also men who developed tremendous talent stacks, and when they needed to learn a new skill, they made the time and took the effort to learn the new skill.
In addition, they were both family men to the core, and they loved and served their communities.
When three years ago, Mitzi became friends with Mark Victor Hansen (famous for the Chicken Soup for the Soul series) and his wife Crystal, she wondered how many of the same success traits she had observed in her husband and father would be found in Mark.
In this book, she draws on a lifetime of experience as a writer and as a student of what it takes to lead a full life to create a book that she hopes will encourage and inspire everyone who reads it.
Mitzi’s professional career includes being a former rice grower, past president of the 40,000-member American Agri-Women, and as a writer, in the 1990s, her nationally syndicated column, “The Environment and You,” was the most widely syndicated environmental column in the US.
Mitzi’s purpose in life is to encourage people to be all they can be. She believes that inspiration is the best gift one person can give another because inspiration provides people with energy and direction. She wrote Relentless with the goal of sharing Mark Victor Hansen’s astonishingly wise tips for growth and happiness, tips that can help people live fuller, more satisfying lives.
Bio, Dame Sheila B. Driscoll is a globally respected business leader who makes higher-purpose innovation™ happen. She is the CEO of Dame Venturus (DV) an interdisciplinary management consultancy, specializing in media & entertainment, product imagineering, food security, and philanthropic initiatives.
Sheila’s magical career journey began with a B.A. in Hispanic Studies and M.A. in TESOL (Teaching English to Speakers of Other Languages) from the Monterey Institute of International Studies (MIIS). It was there she received a Rotary Ambassadorial Scholarship to do post-graduate work in Deaf Education in Argentina, for one year.
Shortly afterwards Sheila returned to the United States to teach in Washington D.C. at the model school for the nation as a Dual Language Immersion Teacher. It was during this time that she received the Cafritz Teacher Fellowship Award, later serving as the “2000 Points of Light Education Reform and Policies Chair” for President George H. W. Bush.
Surrounded by some of America’s most successful entrepreneurs and philanthropists all her life, Sheila eventually combined her linguistic teaching expertise and natural creativity into DV. She has co-created with international clients and royal families of all social levels on business ventures as well as charity imperatives to private families, family offices and agencies.
Sheila’s purposeful ingenuity is behind a dynamic mix of IP achievements and enterprising undertakings in the world of product development, film, the co-founding of the Billionaire Foundation as well as her own charity, the Sheila B. Driscoll Foundation.
She is most proud of being the first woman appointed Chairwoman to the Nobel Sustainability Board and Trust and receiving the UAE Lifetime Achievement Award in business and philanthropy.
Bio, Alan Olsen CPA, MBA is the managing partner at Greenstein, Rogoff, Olsen & Co., LLP (GROCO), Host of the American Dreams Show and Podcast, and author of “My Path Living the Life You Deserve”. GROCO is a leading tax and family office CPA firm located in the Kansas City and San Francisco Bay Areas.
GROCO is consistently recognized as a top Silicon Valley CPA firm and was recognized as a top 25 best-managed firms in the country. With over 25 years of experience in family office tax, strategy, and advisory, he works with some of the world’s most successful venture capitalists and entrepreneurs.
Media outlets such as Fox News, KPIX, and KRON have looked to Alan to share his business and tax expertise and insights. Alan has been quoted by Bloomberg, CNN Money Magazine, Consumer Reports, and other leading publications.
His favorite passions include helping others, and being a husband, father, and grandfather!
Transcript: Alan Olsen Hi, this is Alan Olsen and welcome to American Dreams. My guest today is Ruben Resendez. Ruben. Welcome to the show. Ruben Resendez A thank you so much, Alan, so Good seeing you again. Alan Olsen So Ruben, you have a very unique background and one that you’ve accomplished a lot within…
Transcript: Alan Olsen Hi, this is Alan Olsen and welcome to American Dreams. I’m busy here today with Dan Gedman. Dan, welcome to today’s show. Thank you. So Dan, you have a lot of great experience of diverse industries. And, you know, in American Dreams, we’re all about problem solvers have people’s path in life…
Transcript: Alan Olsen Hi, this is Alan Olsen and welcome to American Dreams. My guest today is Jason Lehtinen Jason, welcome to today’s show. Jason Lehtinen Thank you Alan, its a pleasure to be here. Alan Olsen So Jason, you have a unique background and I know in the in your past you’ve…