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Best Practices for Trusts, Trustees & Beneficiaries

Family Champions and Champion Families

Date:  November 27, 2018 Time: Noon ET (60 Minutes) Guest Speaker:  Joshua Nacht, PhD., The Family Business Consulting Group Host: Kristin Keffeler, MSM, MAPP, Principal, Illumination 360 & PPI Dean of Family Sustainability & Empowerment Family champions are visionary catalysts who invest energy into the family-business system to support and develop the family-ownership advantage. Ultimately, family [...]

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 [...]

Mitigating Trustee Risk and Avoiding the Courtroom

Date: April 17, 2018 Time: Noon ET (60 Minutes) Guest Speakers: Judith L. Pearson, President + CEO, Nomadx Solutions, LLC and Jay W. Freiberg, Partner, Katten Muchin Rosenman LLP Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute This discussion will focus on evolving fiduciary roles, litigation trends and trusts structures that impact trustees and fiduciaries as well [...]

By |2018-03-27T14:34:34+00:00March 27th, 2018|Best Practices for Trusts, Trustees & Beneficiaries|