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Inspire Honest Conversation with Your Clients and Advance Your Own Development

Date: May 1, 2018Time: Noon ET (60 Minutes)Guest Speaker: Kristen Heaney, Legacy Coach, Legacy Capitals, LLCHost: John A. Warnick, Esq., Founder, Purposeful Planning InstituteIn this session, Kristen Heaney will discuss ways advisors can utilize her book, In Three Generations: A Story About Family, Wealth and Beating the Odds. Presenting the story of a fictional family who works [...]

By | 2018-04-24T12:39:21+00:00 April 24th, 2018|Intersections, The Best of Legacy & Purposeful Planning|

Age Healthy, Wealthy & Wise

Date: April 24, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC Host: Kirby Rosplock, Ph.D., Founder, Tamarind Partners, Inc. People are living longer than ever, but are we living better than ever? Is there anything we can do when we’re younger to make sure our last [...]

Mitigating Trustee Risk and Avoiding the Courtroom

Date: April 17, 2018 Time: Noon ET (60 Minutes) Guest Speakers: Judith L. Pearson, President + CEO, Nomadx Solutions, LLC and Jay W. Freiberg, Partner, Katten Muchin Rosenman LLP Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute This discussion will focus on evolving fiduciary roles, litigation trends and trusts structures that impact trustees and fiduciaries as well [...]

By | 2018-03-27T14:34:34+00:00 March 27th, 2018|Best Practices for Trusts, Trustees & Beneficiaries|

Raising Purpose-Driven Children

Date: April 10, 2018Time: Noon ET (60 Minutes)Guest Speaker: Elizabeth Lombardo, Ph.D., Speaker, Psychologist and Best Selling Author Host: John A. Warnick, Esq., Founder, Purposeful Planning InstituteDo you have concerns about how your wealth will impact your children?  Are you troubled by the statistics that children of wealth have higher rates of depression, anxiety, and unethical behaviors?  Do you want to [...]

Leadership Succession in Family Foundations: Don’t Stress, You Have Options!

Date: April 3, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Ashley Fontanetta, Vice President, Philanthropic Services, Whittier Trust Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute As parents age, retire and/or pass away, many individuals find themselves reluctantly inheriting responsibility for their family foundations.  While everything ran smoothly (or not!) with Mom or Dad at [...]

By | 2018-03-28T12:20:02+00:00 March 27th, 2018|Best Practices in Philanthropy|