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 Materials/Resources: Hard Knocks Revisited The Human Side of Estate Planning-Initial Client Interview Presentation (Full) Initial client interviews are critical to the success of the planner-client relationship, yet aren’t studied that much by [...]
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 [...]
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 [...]
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 [...]
John A. and Tim share their highlights of the “Best of Fusion Collaboration 2017”. Several other Fusion Collaboration presenters and attendees share what they considered the best takeaways from this year’s event.