Leadership, Coaching & Growth

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 [...]

Transforming the Journey of Loss, Changing the Way We Think About, Prepare for and Respond to Grief and Loss

Date: July 10, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Dayle E. Spencer, JD, Founder and Principal, Spencer Legacy Group Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute On Jan 2, 2011, my beloved 28-year old daughter, Allie died suddenly from the flu. She was vibrant and healthy but it killed her in 36 hours. [...]

By | 2018-06-21T13:25:40+00:00 June 21st, 2018|Intersections, Leadership, Coaching & Growth|

The Anatomy of Peace

Date: June 12, 2018Time: Noon ET (60 Minutes)Guest Speaker: Courtney Pullen M.A., President, Pullen Consulting Group, PPI FellowHost: John A. Warnick, Esq., Founder, Purposeful Planning InstituteResources/Materials: Archetypical Styles: Common Carry Box StylesThe Arbinger Institute has a very compelling model for affecting change in a system, particularly when there has been a pattern of conflict. In this webinar, I’ll [...]

By | 2018-06-11T13:59:32+00:00 May 24th, 2018|Intersections, Leadership, Coaching & Growth|

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 [...]

Cultural Diversity Series Honor Culture

Serving Culturally-Diverse Families: A Series on World CulturesSession #3: Honor Culture   Panelists:Elaine King, Founder & CEO, Family and Money Matters Institute™Mariana Martinez, Director of the Family Clinic at the Bowen Center for the Study of the FamilyJerry McNabb, Principal, McNabb Advisors Isabel Miranda, Co-Managing Partner at Pearlman & Miranda, LLCDate: March [...]