The Purposeful Planning Collaboration hosts teleconferences which feature Thought Leaders and Industry Innovators addressing twelve different themes across a wide spectrum of interests and issues.
Harvard Professor Robert Sitkoff has suggested trusts are moving out of the “Age of Distribution” and into the “Age of Management”, where the primary purpose of trusts will be to manage assets for multiple generations of a family. We believe there is another more exciting possibility: trusts are entering the Age of Relationship where they will, if designed and managed purposefully, have a more positive impact on family systems and beneficiaries. Past topics have covered a wide range of cutting edge concepts such as the Generative Trustee, the Keys of Purposeful Trusts, the Financial Skills Trust, the uses and abuses of Trust Protectors and much, much more. Our guests have included James E. “Jay” Hughes, Jr., Hartley Goldstone, Tim Belber, Jon and Eileen Gallo, and John A. Warnick.
Gain insights from Family Systems experts, Wealth Psychologists and other behavioral specialists into how we can empower our clients to improve their relational wealth. Learn about breakthrough studies and research which could transform your work with clients. Hear about practical applications from Positive Psychology, Neuroscience, Family Systems Theory, Appreciative Inquiry, Organizational Dynamics, Motivational Interviewing and other scientific disciplines from leading experts like Dennis Jaffe, Ph.D., James Grubman, Ph.D., Ted Klontz, Ph.D. and Kathy Wiseman.
In this call series great innovators such as Nancy Kline, author of Time to Think, Susan Bradley, founder of the Sudden Money Institute, Scott Farnsworth, creator of Priceless Conversations™, Ed Jacobson, Ph.D., and Courtney Pullen, share their insights and processes for creating more meaningful intra-family and client conversations. Discover the power of “inciting questions” and how to listen with greater presence and intent.
While the worlds of Family Wealth and Family Business share many commonalities, there are unique challenges within each. As family businesses expand from their entrepreneurial beginnings, they face leadership and governance challenges. In this call series leading family business consultants and advisors, such as Jack Beauregard, co-founder of the Successful Transition Planning Institute, Dean Fowler, Ph.D., author of Love, Power and Money, Tom Deans, Ph.D., author of the best-selling book Every Family’s Business, and Gerald LeVan, Esq., author of many books in this field, will share best practices to assist Family Business Owners.
What are the elements of effective leadership? What are the keys to personal growth and success? In this call series we will feature individuals who are not only outstanding examples of personal growth and leadership but we will be discussing the habits and skills each of us needs to develop to take our practices, and our individual well-being and happiness, to the next level. This call series will not only inspire you but it will help each of us begin to probe our self-imposed limitations and discover how we can smash through those barriers. We will be hearing such world-class coaches such as Ian McDermott, Jim Rohrbach, Kristin Keffeler, Dave Phillips, and from leading thinkers and doers in the fields of Leadership and Personal Growth and Change.
Gain exposure to thought leaders and innovators such as Jay Hughes, Lisa Gray, Laurent Roux and John P.C. Duncan who are shaping best practices for families of wealth and the family offices which serve them. This call series explores topics such as the importance of fire drills, best practices for assisting family members impaired by substance abuse or other addictive behaviors, the On-Boarding of spouses of family members, roles and responsibilities within the family system, and financial parenting. Join us to also explore suggestions for developing family leadership and increasing the strength and effectiveness of a family’s culture and communications.
Hot Topics in The Tax & Estate Planning World / Fundamental Planning Skills - We can't provide world class service without staying abreast of technical developments. The Technical Corner will give us access to the experts who are changing the planning landscape and to the Washington insiders who will assist us in anticipating and reacting to statutory and regulatory changes. The Fundamental Planning Skills call series is appropriate for any advisor who feels ill-prepared or inadequate in conferences with the more technically advanced members of a client’s advisory team? It features outstanding planning experts who will introduce key planning concepts at a more basic level.
In this call series you will discover the power of each of the Six Paradigms of Purposeful Planning and you will be introduced to innovators and thought leaders who are shaping legacy planning. Susan Turnbull, John A. Warnick, Scott Farnsworth, Gunther Weil, Ph.D., Iris Wagner, Judith Kolva, Ph.D. and other leading innovators in the realm of legacy planning will discuss the benefits of Ethical Wills, Priceless Conversations, Personal Memoirs, Life and Family Histories, and Values Clarifications and Discovery.
Learn the ‘Whys’ and ‘Hows’ of Collaboration. We will showcase Collaborators who are enjoying great success in creating productive, multi-disciplinary collaborations to better serve their clients. We will hear testimonials from their clients around the advantages of a collaborative team. Thought leaders in this area of collaboration will teach us what each of us can do to become better Collaborators. This call will help us not only do our best work but to experience the joy of serving in a collaborative, multi-disciplinary team.
An exciting new field has emerged in recent years which is transforming and expanding the world of financial planning. We will bring thought leaders such as Dick Wagner, Susan Bradley, Courtney Pullen, and Ed Jacobson to share their experiences about how to assist clients discover greater purpose and meaning for their money and financial resources. We have all seen how complex the emotions and behaviors surrounding personal and family finance can be. In this call series we will discover new tools and concepts which will help our clients develop the confidence and skills to chart their path to success and significance.
This call series explores generational differences as well as the challenges to assisting the rising generations of a family to flourish and to be prepared to step into key roles as family leaders. These calls focus on the issues and best practices specific to multi-generational families. These conversations are facilitated by Alison Comstock Moss and Kristin Keffeler and feature either case studies or conversations with thought leaders who have insights which will be of great value to Next-Gen Advisors.
The Best Practices in Philanthropy calls feature discussions from leaders in the world of philanthropy around best practices for philanthropists, the charities and foundations they support, and the advisors who want to serve them.
Our teleconference take place on Tuesdays at Noon ET. Most calls are structured as interactive interviews and participants are actively participate through live Q&A sessions with our guest Thought Leaders. Most calls are 60 minutes, however, generally one call a month will be 90 minutes in length and include a “Collaboratory” session. The “Collaboratory” is a 30 minute small group discussion during which we examine the insights and practices suggested by our thought leader and ask ourselves three questions:
- what are the barriers to implementation?
- how can we smash through those barriers?
- how can we support each profession and discipline in implementing this in our practices?