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Speaking Engagements:

As an entrepreneur, Co-Active trained coach, and advisor, Angelina Carleton speaks on the subject of developing and executing a variety of holistic Legacy Planning conversations as each vision is different - whether it's a Founder who has recently done an Exit or a NextGen heir with their own needs and wants.  Mrs. Carleton gives talks, participates in panel discussions, and hosts workshop sessions on topics related to how and why we design a legacy - as well as the ROI (Return On Investment).  Her main areas of expertise are designing legacies for the wealth creators, their widows/widowers as well as Next Generation family members who would like to figure out their own next steps.  Speaking engagements have included:

2026

 

2025

2024

2023

  • "Designing Your Legacy" - Podcast Interview with my friend, Jason at Spear and Clover

2022

  • "Private Group Coaching Conversation" with the Fowler International Academy (2 hr webinar)

  • "How To Create Powerful and Proven Strategies For A Winning Legacy" - Podcast Interview with Deep Wealth

  • "What Is Legacy Planning?" - Podcast Interview with Secure Your Retirement

  • IRC 664 "The Road to Human Kindness" - Angelina Carleton joins Les Winston to discuss holistic legacy planning

 

2021

2020

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