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Speaker: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Description: Most PPI members are familiar with the empirical evidence that supports gratitude as an important practice for elevating individual happiness and well-being.  But the findings of the Science of Generosity Initiative endowed by Sir John Templeton’s $5 Million grant aren’t widely understood.

In this PPI webinar, John A. Warnick will examine the question of whether well-being triggers generosity or generosity unleashes well-being and happiness.  We’ll consider the 9 casual relationships between generosity and individual well-being.  We’ll explore what the research demonstrates the benefits of a generosity practice are.

Finally, we’ll tackle the question of how we can apply this research and findings to our work with legacy families and families in business and we’ll close with a quick reminder of how we can use the Thanksgiving season as a time to promote thankfulness within our individual, family and professional circles.

Introduction to Our Guest Speaker

John A. Warnick Photo

John (“John A”) Warnick is the founder of the Purposeful Planning Institute and Family Wealth Transitions & Solutions.

John A balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to ensure the planning is congruent with his client’s core values.  He delivers workshops across the nation for estate planning attorneys and financial planners sharing the six paradigms of Purposeful Planning and the Seven Keys of the Purposeful Trust.

He spends a considerable amount of his time facilitating family retreats and providing wealth counseling, fiduciary and philanthropic consulting services. He finds immense fulfillment in educating and training children, adolescents and emerging adults in financial literacy, philanthropic service, and holistic family wealth principles.

He was the author of two BNA (Bureau of National Affairs) Tax Management portfolios.  He co-authored “Selecting a Trust Situs in the 21st Century” which was published in the March/April 2002 issue of Probate and Property.  He is currently serving as co-editor of a book on best practices for trusts and is also working on two other books entitled The Gift of You and The Purposeful Trust Handbook.

Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.

Prior to launching his own business, John A was a partner in the Denver office of Holme Roberts & Owen LLP for almost eleven years after practicing in Nevada and Wyoming previously.  Learn More

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