Imagine...
She's talking to a REALTOR®.
An attorney.
A financial advisor.
A healthcare team.
A senior living community.
A mover.
A downsizer.
Each is exceptional.
Yet none truly understand what the others do.
The family feels the gaps.
The Stewardship Summit exists to close them.
Featured Conversations
Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna.
STEWARDSHIP SUMMIT
An immersive educational experience for professionals who guide life's biggest transitions.
THIS ISN'T ANOTHER CONFERENCE
There are plenty of conferences.
Events where you collect a tote bag, listen to keynote speakers, exchange business cards, earn continuing education credits, and return home inspired for about three days.
The Stewardship Summit was created because families deserve something different.
When someone is navigating one of life's biggest transitions, whether it's downsizing, moving into senior living, settling an estate, supporting aging parents, or making difficult financial and legal decisions, they don't experience those moments in separate categories.
Yet the professionals serving them often do.
Real estate.
Healthcare.
Legal.
Financial planning.
Housing.
Community resources.
Each works incredibly hard.
Very few truly understand how all of those pieces fit together.
The Stewardship Summit exists to change that.
why stewardship?
For more than three decades, Patty Schmitz-Thursam has walked alongside families navigating some of life's most meaningful transitions.
Again and again, she saw extraordinary professionals working incredibly hard...
...while working almost entirely apart from one another.
The Summit grew from one simple question:
What if we learned together instead?
IMAGINE.
You walk into what feels more like a theater than a conference.
No phones.
No laptops.
No distractions.
Just curiosity.
Throughout the day, you'll move between immersive storytelling, guided reflection, interactive learning, small-group collaboration, and conversations with professionals whose expertise is completely different from your own.
You'll leave knowing far more than your own specialty.
You'll understand the entire journey families experience.
Stewardship Summit intentionally brings together professionals from across the transition ecosystem.
- REALTORS®
- Senior living professionals
- Estate planning attorneys
- Financial advisors
- Healthcare professionals
- Downsizing specialists
- Housing experts
- Community advocates
- Nonprofit leaders
- Wellness professionals
- Funeral professionals
- Service providers committed to serving older adults and their families
a different kind of learning
This isn't passive education.
It's immersive. Experiential. Interactive.
Every element is intentionally designed to engage both your mind and your nervous system because meaningful learning doesn't happen while multitasking.
Expect...
• Interactive exercises
• Guided conversations
• Cross-industry collaboration
• Real-world case studies
• Personal reflection
• Practical implementation
• Space to think differently
The SUMMIT
After the summit
The conversation doesn't end when the day does. Our vision extends far beyond a single event, creating opportunities for continued learning, collaboration, and professional growth.
Whether through advanced education, certification, ongoing cohorts, or future gatherings, The Stewardship Summit is designed to build a community of professionals committed to raising the standard of care for families navigating life's biggest transitions.
03
During the summit
Every moment is intentional.
From immersive storytelling and interactive learning to thoughtful conversation and guided reflection, each experience is designed to build upon the last.
You'll leave with more than new ideas.
You'll leave with new perspectives, meaningful relationships, and practical tools you can begin using immediately.
02
Before you arrive
Every detail is intentional.
Before you ever arrive, you'll receive a curated collection of books, reflections, and thoughtfully selected materials designed to prepare you for the experience ahead.
Because meaningful transformation rarely begins the day of the event.
01
Our Philosophy
FAMILIES DON'T NEED MORE PROFESSIONALS.
When housing, healthcare, legal guidance, financial planning, and community support begin working together instead of separately, families experience something extraordinary.
THEy NEED PROFESSIONALS WHO UNDERSTAND EACH OTHER
That is stewardship.
by invitation only
NOT EVERYONE IS INVITED.
THAT'S THE POINT.
The most meaningful conversations happen when every person in the room is committed to learning, contributing, and serving something greater than themselves.
The Stewardship Summit is intentionally curated through nomination and invitation. Each attendee is selected not only for their expertise, but for their willingness to collaborate across disciplines, challenge their own thinking, and elevate the experience for everyone around them.
This isn't about exclusivity.
It's about creating an environment where trust, vulnerability, curiosity, and meaningful relationships can flourish.
Every person arrives as both a teacher and a student.
WE'RE NOT BUILDING AN EVENT. WE'RE BUILDING A MOVEMENT.
OUR VISION
Imagine a future where every family navigating life's biggest transitions is surrounded by professionals who understand not only their own role, but the entire journey.
Stewardship Summit is the beginning of that vision.
Our hope is to cultivate a growing community of professionals who continue learning together, sharing resources, building trusted relationships, and raising the standard of care for the people and families they serve.
One invitation.
One cohort.
One conversation at a time.
