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Intersections

The New Vocabulary of Family Wealth

Date: August 28th, 2018 Time: Noon ET (60 Minutes) Guest Speaker: John A. Warnick, Esq., Founder, Purposeful Planning Institute The New Vocabulary of Family Wealth is an exciting new project within the Purposeful Planning Institute.  It started with Jay Hughes explaining to John Warnick and Tim Belber why he wrote his first book, Family Wealth -- [...]

By | 2018-08-03T10:00:29+00:00 August 1st, 2018|Intersections|

Becoming the Rising Generation: Using the Science of Positive Psychology to Uncover the Path to NextGen Thriving

Date: August 21st, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Kristin Keffeler, MSM, Principal, Illumination 360 & PPI Dean of Family Sustainability & Empowerment Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute On this call, John A. Warnick will interview Kristin Keffeler, Dean of Family Sustainability and Empowerment, on her recently completed research into [...]

By | 2018-08-01T14:08:04+00:00 August 1st, 2018|Intersections|

Introducing The Purposeful Planning Institute Trustscape Collaboratory

Date: August 14th, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Hartley Goldstone, Principal, Navigating the Trustscape, LLC & PPI Dean of the Trustscape Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute On August 14th we will be introducing the Trustscape Collaboratory, monthly online meetings that will bring together a purposeful community to discuss the human/humane side of [...]

By | 2018-08-01T15:16:43+00:00 August 1st, 2018|Intersections|

Making It Tangible: How to Create Legacy Pieces That Represent Your Clients’ Values (and Become a Treasure for Their Families)

Date: August 7th, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Laura A. Roser, CEO and Founder, Paragon Road Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Many advisors want to incorporate purposeful planning into their practice. But there are challenges: How do you develop enough rapport to have deep conversations? What topics should you [...]

By | 2018-08-01T13:57:03+00:00 August 1st, 2018|Intersections|

Human Side of Estate Planning/Psychology of Estate Planning

Date: July 31, 2018 Time: Noon ET (60 Minutes) Guest Speaker: L. Paul Hood, Jr., JD, Director of Planned Giving, The University of Toledo Foundation, PPI Dean of the Cutting Edge Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Paul will discuss the psychological factors at play for both clients/donors and estate planners/development professionals alike. [...]

By | 2018-06-21T13:39:21+00:00 June 21st, 2018|Intersections|