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THE INTERSECTION OF CONTROL vs CARE: Engage Family Dynamics To Improve Retention & Access The Next Generation

Date:  December 11, 2018 Time: Noon ET (60 Minutes) Guest Speakers:  Amy Castoro, President & CEO, The Williams Group and Peter Yaholkovsky, MD, Senior Lead Family Consultant, The Williams Group Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute This webinar makes the case for how trusted advisors build deeper relationships, access the next generation and ensure family unity [...]

By |2018-12-03T13:56:33+00:00November 28th, 2018|Family Office Summit, Intersections, Purposeful Next-Gen Collaboration|

Putting Money in the Context of Life

Date:  December 11, 2018 Time: Noon ET (60 Minutes) Guest Speaker:  Carol Anderson, MS, Founder of Money Quotient & PPI Dean of Financial Life Planning Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute In 2001, Carol founded Money Quotient® (MQ®) to provide financial planners and other professionals with the tools and training they need [...]

By |2018-11-28T13:55:38+00:00November 28th, 2018|Intersections, Leadership, Coaching & Growth, Purposeful Conversations|

Coherent Philanthropy for Families and Businesses

Date:  December 4, 2018 Time: Noon ET (60 Minutes) Guest Speaker:  Bruce DeBoskey, JD, Philanthropic Strategist, The DeBoskey Group & PPI Dean of Philanthropy Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute PPI’s Dean of Philanthropy, Bruce DeBoskey, will share tips on philanthropy for families and business that are logical, well-planned, and that make [...]

By |2018-11-28T13:53:56+00:00November 28th, 2018|Best Practices in Philanthropy|

Family Champions and Champion Families

Date:  November 27, 2018 Time: Noon ET (60 Minutes) Guest Speaker:  Joshua Nacht, PhD., The Family Business Consulting Group Host: Kristin Keffeler, MSM, MAPP, Principal, Illumination 360 & PPI Dean of Family Sustainability & Empowerment Family champions are visionary catalysts who invest energy into the family-business system to support and develop the family-ownership advantage. Ultimately, family [...]

Thankful? How the New Science of Gratitude Can Make Us and Our Clients Happier

Date:  November 20, 2018 Time: Noon ET (60 Minutes) Guest Speaker:  John A. Warnick, Esq., Founder, Purposeful Planning Institute 'Tis the season for Turkey, pumpkin pie, cranberries and the celebration of Thanksgiving.  In this call, John A. Warnick will review the history of the American holiday known as Thanksgiving.  And, then he'll spend time exploring how [...]