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 [...]
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 [...]
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 [...]
Date: February 6, 2018 Time: Noon ET (60 Minutes) Guest Speaker: David L. Brown, M.D., FACHE, Founder, Curadux Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Join us for a thoughtful conversation with Dr. David Brown, a world-renowned physician and anesthesiologist, about the origin and current environment of the opioid epidemic, and possible routes out of the [...]
The amount of neuromythology and other kinds of pseudoscience to which we are exposed to through popular media and other channels seems to be growing. How can we recognize pseudoscience? How might using pseudoscience in working with clients be problematic? Why must we use caution when trying to apply research from the lab to everyday life? Why is anecdotal evidence (e.g., I can see what I am doing helps my clients) often not sufficient or accurate? Listen in to this discussion to ensure that the science you use when working with clients improves the quality of your service.