Intersections

Highlights from the 2018 Fusion Collaboration

Date: September 4, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Various Guests Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Join us to hear some of the highlights from the 2018 Fusion Collaboration. Various Fusion Collaboration presenters and attendees will be sharing what they considered the best takeaways from Fusion Collaboration. Both participants and those [...]

By |2018-08-28T13:41:49+00:00August 28th, 2018|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+00:00August 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+00:00August 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+00:00August 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+00:00August 1st, 2018|Intersections|