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Purposeful Next-Gen Collaboration

How to Create an Emergent Space – and Why It’s Important for Advisors

Date: June 5, 2018 Time: Noon ET (60 Minutes) Guest Speakers: James E. Hughes, Jr., Esq., PPI Fellow & Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS) Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute This summer Jay and Ian will be hosting a special session at [...]

By | 2018-05-10T11:18:54+00:00 May 10th, 2018|Family Office Summit, Purposeful Next-Gen Collaboration|

Best Practices for Family Recreational Assets

Date: May 22, 2018 Time: Noon ET (60 Minutes) Guest Speakers: Clint Haggard, President, Continuity Planning Specialist, Burgher Haggard and Jerry McNabb, Family Advisor, Family Business Consultant and Mentor/Coach, McNabb Advisory Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Handout: Notes - Recreational Homes in a Family System William Blackstone, one of the great legal minds [...]

By | 2018-05-21T10:55:23+00:00 April 24th, 2018|Family Office Summit, Purposeful Next-Gen Collaboration|

Generation Impact: Next Gen Donors are Revolutionizing Giving

Date: May 15, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Sharna Goldseker, Executive Director, 21/64 Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Meet the next generation of big donors—the Gen X and Millennial philanthropists who will be the most significant donors ever and will shape our world in profound ways. Hear them describe [...]

Raising Purpose-Driven Children

Date: April 10, 2018Time: Noon ET (60 Minutes)Guest Speaker: Elizabeth Lombardo, Ph.D., Speaker, Psychologist and Best Selling Author Host: John A. Warnick, Esq., Founder, Purposeful Planning InstituteDo you have concerns about how your wealth will impact your children?  Are you troubled by the statistics that children of wealth have higher rates of depression, anxiety, and unethical behaviors?  Do you want to [...]

College-Age Millennials and Money: A Deeply Personal Relationship

Date: March 27, 2018Time: Noon ET (60 Minutes)Guest Speaker: Richard Orlando, President, Legacy Capitals, LLCHost: John A. Warnick, Esq., Founder, Purposeful Planning InstitutePPI Member Richard Orlando has recently completed a survey for College-Age Millennials' on their perceptions and behaviors around money and money issues.  In this session, we will speak to Richard about the valuable information obtained through [...]