fbpx

The Best of Legacy & Purposeful Planning

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|

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. 

Traditions and Family – The ThankMas Season

We are rapidly approaching the holiday season, a time for families and joyous traditions, and perhaps too much pie, turkey, etc.  What gets lost in the commercialization of the holiday season, are the opportunities we have as individuals and families to make, honor and celebrate traditions.  In this call, John A. Warnick shares a number of simple but powerful ways in which we can take advantage of what Lee Brower calls Thankmas.  Learn about Thankmas and several other ways in which you can help your family and your clients strengthen family bonds, create meaningful traditions, and explore the pathway to a more significant and purposeful life in 2018.

What Their Stories Reveal: Getting to The Heart of What Matters Most to Your Clients

Join legacy specialist Susan Turnbull and story expert Lani Peterson, PsyD as they share their process of deepening client engagement through the lens of stories. Using an easy to learn strategy, Susan and Lani will share their universally applicable narrative framework for uncovering and exploring the themes and values revealed through clients’ life experiences. This story listening approach yields not only deeply engaging interaction but rich source of material for planning, especially in the realm of envisioning legacy, sometimes a difficult or awkward subject to talk about in any depth.

By | 2017-11-10T09:27:53+00:00 November 7th, 2017|Purposeful Conversations, The Best of Legacy & Purposeful Planning|

The Future of the Estate Planning Profession

John J. “Jeff” Scroggin is one of the most innovative and visionary estate planning attorneys you’ll ever meet or hear. Many credit Jeff with pioneering the powerful “Incentive Trust” concept. He also is the creative force behind the “Family Legacy Letter”. In this conversation, he discusses why clients are demanding that their planning team focus on preserving and protecting the family rather than just managing the assets and how advisors can meet this demand.