Date: November 13, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Cindy Arledge, MBA Chief Legacy Officer of the Legacy Family Revolution Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Legacy Family Planning is the process that builds trust and communication between family members and prepares heirs to thrive. It is a customizable solution to create [...]
Date: November 6, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Hal Wright, CFP®, Special Needs Planning Consultant Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Special needs planning is purposeful by its nature. More than any other area of financial planning, it addresses fundamental family values and relationships. It’s about understanding the profound, aching [...]
Date: October 9, 2018 Time: Noon ET (60 Minutes) Guest Speaker: L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge Initial client interviews are critical to the success of the planner-client relationship, yet aren’t studied that much by estate planners. Paul will conduct an in-depth look at the initial planning client interview, [...]
Date: October 30, 2018 Time: Noon ET (60 Minutes) Guest Speakers: Danielle Oristian York, Managing Director, 21/64 and Jennifer Touchet, Senior Director of Family Philanthropy, Greater Houston Community Foundation Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute The TTT&T tool focuses on helping participants create an inventory of their personal resources. Participants identify what they’re [...]
Date: October 16, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Erik Gabrielson, Partner, Activ8 Host: Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS) Join us for an interactive conversation with Erik Gabrielson and Ian McDermott on how experiential learning can turbo charge transformational results with families and [...]