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The Best of Legacy & Purposeful Planning

Thankful? How the New Science of Gratitude Can Make Us and Our Clients Happier

Date:  November 20, 2018 Time: Noon ET (60 Minutes) Guest Speaker:  John A. Warnick, Esq., Founder, Purposeful Planning Institute 'Tis the season for Turkey, pumpkin pie, cranberries and the celebration of Thanksgiving.  In this call, John A. Warnick will review the history of the American holiday known as Thanksgiving.  And, then he'll spend time exploring how [...]

Legacy Family Planning: The Secret to Preventing Wealth Transfer Failures Before They Happen

Date:  November 13, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Cindy Arledge, MBA Chief Legacy Officer of the Legacy Family Revolution Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Legacy Family Planning is the process that builds trust and communication between family members and prepares heirs to thrive.  It is a customizable solution to create [...]

Purposeful Planning for a Special Needs Child

Date:  November 6, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Hal Wright, CFP®, Special Needs Planning Consultant Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Special needs planning is purposeful by its nature. More than any other area of financial planning, it addresses fundamental family values and relationships. It’s about understanding the profound, aching [...]

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+00:00April 24th, 2018|Intersections, The Best of Legacy & Purposeful Planning|

What is the Best Kind of Legacy to Transfer to Your Children and Grandchildren? Why Do 90% Mess It Up?

Unintended Consequences! No one likes negative surprises, especially after planning carefully and perhaps paying thousands of dollars to avoid them. Merely sounding the alarm on the hidden dangers of inherited wealth does little to solve the problems.  And sometimes the greatest risks aren’t foreseen. How are these risks being missed? In this session, we explore 14 elements of successful wealth transfers.