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Becoming the Rising Generation: Using the Science of Positive Psychology to Uncover the Path to NextGen Thriving

Date: August 21st, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Kristin Keffeler, MSM, Principal, Illumination 360 & PPI Dean of Family Sustainability & Empowerment Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute On this call, John A. Warnick will interview Kristin Keffeler, Dean of Family Sustainability and Empowerment, on her recently completed research into [...]

By |2018-08-01T14:08:04+00:00August 1st, 2018|Intersections|

Introducing The Purposeful Planning Institute Trustscape Collaboratory

Date: August 14th, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Hartley Goldstone, Principal, Navigating the Trustscape, LLC & PPI Dean of the Trustscape Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute On August 14th we will be introducing the Trustscape Collaboratory, monthly online meetings that will bring together a purposeful community to discuss the human/humane side of [...]

By |2018-08-01T15:16:43+00:00August 1st, 2018|Intersections|

Making It Tangible: How to Create Legacy Pieces That Represent Your Clients’ Values (and Become a Treasure for Their Families)

Date: August 7th, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Laura A. Roser, CEO and Founder, Paragon Road Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Many advisors want to incorporate purposeful planning into their practice. But there are challenges: How do you develop enough rapport to have deep conversations? What topics should you [...]

By |2018-08-01T13:57:03+00:00August 1st, 2018|Intersections|

Human Side of Estate Planning/Psychology of Estate Planning

Date: July 31, 2018 Time: Noon ET (60 Minutes) Guest Speaker: L. Paul Hood, Jr., JD, Director of Planned Giving, The University of Toledo Foundation, PPI Dean of the Cutting Edge Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Paul will discuss the psychological factors at play for both clients/donors and estate planners/development professionals alike. [...]

By |2018-06-21T13:39:21+00:00June 21st, 2018|Intersections|

Values@Work: Enhancing Client – Advisor Collaboration

Date: July 17, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Gunther Weil, Ph.D., Founder & CEO, Value Mentors LLC, PPI Dean of Values Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Wealth advisors & financial planners & their clients are currently facing some significant challenges: Are the rules of the game changing? Are traditional [...]