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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|

Values@Work: Enhancing Client – Advisor Collaboration

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 [...]

Transforming the Journey of Loss, Changing the Way We Think About, Prepare for and Respond to Grief and Loss

Date: July 10, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Dayle E. Spencer, JD, Founder and Principal, Spencer Legacy Group Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute On Jan 2, 2011, my beloved 28-year old daughter, Allie died suddenly from the flu. She was vibrant and healthy but it killed her in 36 hours. [...]

By | 2018-06-21T13:25:40+00:00 June 21st, 2018|Intersections, Leadership, Coaching & Growth|