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Legacy Family Planning: The Secret to Preventing Wealth Transfer Failures Before They Happen

Date:  November 13, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Cindy Arledge, MBA Chief Legacy Officer of the Legacy Family Revolution Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Legacy Family Planning is the process that builds trust and communication between family members and prepares heirs to thrive.  It is a customizable solution to create [...]

Purposeful Planning for a Special Needs Child

Date:  November 6, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Hal Wright, CFP®, Special Needs Planning Consultant Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Special needs planning is purposeful by its nature. More than any other area of financial planning, it addresses fundamental family values and relationships. It’s about understanding the profound, aching [...]

From the School of Hard Knocks: Thoughts About the Initial Client Interview

Date: October 9, 2018 Time: Noon ET (60 Minutes) Guest Speaker: L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge Initial client interviews are critical to the success of the planner-client relationship, yet aren’t studied that much by estate planners. Paul will conduct an in-depth look at the initial planning client interview, [...]

By |2018-09-25T10:50:49+00:00September 21st, 2018|Catalysts for Collaboration, Purposeful Conversations|

Time, Talent, Treasure and Ties

Date: October 30, 2018 Time: Noon ET (60 Minutes) Guest Speakers: Danielle Oristian York, Managing Director, 21/64  and Jennifer Touchet, Senior Director of Family Philanthropy, Greater Houston Community Foundation Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute The TTT&T tool focuses on helping participants create an inventory of their personal resources. Participants identify what they’re [...]

By |2018-09-21T11:44:05+00:00September 21st, 2018|Best Practices in Philanthropy, Catalysts for Collaboration|