The Anatomy of Peace

Date: June 12, 2018Time: Noon ET (60 Minutes)Guest Speaker: Courtney Pullen M.A., President, Pullen Consulting Group, PPI FellowHost: John A. Warnick, Esq., Founder, Purposeful Planning InstituteResources/Materials: Archetypical Styles: Common Carry Box StylesThe Arbinger Institute has a very compelling model for affecting change in a system, particularly when there has been a pattern of conflict. In this webinar, I’ll [...]

By | 2018-06-11T13:59:32+00:00 May 24th, 2018|Intersections, Leadership, Coaching & Growth|

The Elephant in The Room: How to Deal With Distrust in Families

Date: May 8, 2018 Time: Noon ET (60 Minutes) Guest Speakers: Amy Castoro, President & CEO, The Williams Group & Sybil Praski, Client Development, The Williams Group Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Family coach and President of The Williams Group, Amy Castoro, shares from her extensive experience with successful families to pull [...]

By | 2018-04-24T12:51:27+00:00 April 24th, 2018|Family Office Summit, Intersections|

Inspire Honest Conversation with Your Clients and Advance Your Own Development

Date: May 1, 2018Time: Noon ET (60 Minutes)Guest Speaker: Kristen Heaney, Legacy Coach, Legacy Capitals, LLCHost: John A. Warnick, Esq., Founder, Purposeful Planning InstituteIn this session, Kristen Heaney will discuss ways advisors can utilize her book, In Three Generations: A Story About Family, Wealth and Beating the Odds. Presenting the story of a fictional family who works [...]

By | 2018-04-24T12:39:21+00:00 April 24th, 2018|Intersections, The Best of Legacy & Purposeful Planning|

Age Healthy, Wealthy & Wise

Date: April 24, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC Host: Kirby Rosplock, Ph.D., Founder, Tamarind Partners, Inc. People are living longer than ever, but are we living better than ever? Is there anything we can do when we’re younger to make sure our last [...]

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 [...]