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Catalysts for Collaboration

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 [...]

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 [...]

Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos

Date: February 13, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Heidi K. Gardner, PhD, Author, Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos, Distinguished Scholar, Harvard Law School Center on the Legal Profession Host: S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, CPWA®, Member of the Executive Committee and Chair of [...]

By | 2018-02-01T11:57:55+00:00 February 1st, 2018|Catalysts for Collaboration|

Pathways – A Framework for Helping Clients Cut Through the Complexity of Estate Planning

Families considering estate planning are faced with significant complexity.  Making sense of that complexity is often difficult.  The advice clients most often receive is largely tactical – how specific planning ideas can reduce estate taxes.  Often, however, clients concerns are more global – they worry about the about the impact of this planning on their children and about their own long-term aspirations for the use of their wealth in future generations.  In this call, we will provide PWAs with a simple framework and explanatory tools to help clients understand that framework.  By the end of the call, advisors will feel they have a new way to talk with their clients that will 1) help them gain strategic clarity about their planning, 2) will help them match the structures they create to the capacities and capabilities of their children, and 3) open conversations that are both realistic and meaningful about their clients’ hopes, dreams, and aspirations.

By | 2017-09-15T11:11:29+00:00 August 29th, 2017|Catalysts for Collaboration|