6 Areas & 6 Resources to Help You Serve Your Clients in 2020
January 14 @ 12:00 pm - 1:00 pm EST
Guest Speaker: Timothy J. Belber, Founder & Principal of The Alchemia Group LLC, PPI Dean of Fusion
Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute
Description: 2020 is upon us! Join PPI Dean of Fusion Tim Belber for a discussion of 6 areas where you can help clients achieve greater clarity about their wealth planning. Tim will also share his favorite 6 resources to support you in these areas.
Introduction to Our Guest Speaker
Timothy J. Belber, JD, AEP, focuses his practice on helping self-made families align the power of their financial assets with their long term goals for flourishing as individuals and families across generations. Tim earned a business degree from the Wharton School at the University of Pennsylvania and a law degree at night from Seton Hall University. His commitment to law school was led by the belief that it would make him a better advisor to established families.
Tim is a member of The Legacy Wealth Coach Network (2000), The Copper Beech Tree Society (2004) and a founding member of The Collaboration for Family Flourishing (2006). He speaks frequently on the subject of incorporating ethics and values into long term financial and estate plans.
He’s the author of the book The Middle Way as well as several articles on these subjects and has been quoted in periodicals such as the Wall Street Journal.
Tim has been married to Donna for 40 years and together they have been friend and guardian to numerous dogs. Tim is an avid fly fisherman, cyclist, reader and traveler. He speaks fluent Italian.