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Intersections

THE INTERSECTION OF CONTROL vs CARE: Engage Family Dynamics To Improve Retention & Access The Next Generation

Date:  December 11, 2018 Time: Noon ET (60 Minutes) Guest Speakers:  Amy Castoro, President & CEO, The Williams Group and Peter Yaholkovsky, MD, Senior Lead Family Consultant, The Williams Group Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute This webinar makes the case for how trusted advisors build deeper relationships, access the next generation and ensure family unity [...]

By |2018-12-03T13:56:33+00:00November 28th, 2018|Family Office Summit, Intersections, Purposeful Next-Gen Collaboration|

Putting Money in the Context of Life

Date:  December 11, 2018 Time: Noon ET (60 Minutes) Guest Speaker:  Carol Anderson, MS, Founder of Money Quotient & PPI Dean of Financial Life Planning Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute In 2001, Carol founded Money Quotient® (MQ®) to provide financial planners and other professionals with the tools and training they need [...]

By |2018-11-28T13:55:38+00:00November 28th, 2018|Intersections, Leadership, Coaching & Growth, Purposeful Conversations|

Thankful? How the New Science of Gratitude Can Make Us and Our Clients Happier

Date:  November 20, 2018 Time: Noon ET (60 Minutes) Guest Speaker:  John A. Warnick, Esq., Founder, Purposeful Planning Institute 'Tis the season for Turkey, pumpkin pie, cranberries and the celebration of Thanksgiving.  In this call, John A. Warnick will review the history of the American holiday known as Thanksgiving.  And, then he'll spend time exploring how [...]

Experiential Learning: What Is It, and How Can It Accelerate Behavior Change and Transformational Results

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 [...]