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Introducing The Purposeful Planning Institute Trustscape Collaboratory

Date: August 14th, 2018

Time: Noon ET (60 Minutes)

Guest Speaker: Hartley Goldstone, Principal, Navigating the Trustscape, LLC & PPI Dean of the Trustscape

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

On August 14th we will be introducing the Trustscape Collaboratory, monthly online meetings that will bring together a purposeful community to discuss the human/humane side of trusts.  Hartley Goldstone, PPI’s Dean of the Trustscape, will lead these monthly conversations.  During this session, we’ll have the opportunity to learn why he was drawn to convene this gathering and what he hopes it will achieve.  We’ll also leave plenty of time to respond to questions from the live audience.  If you are interested in learning more about this opportunity you won’t want to miss this program.

Introduction to Our Guests Speaker

Hartley Goldstone

Hartley Goldstone, J.D., MBA (Speaker, Author, Advisor to Institutional and Private Trustees, Advisor to Beneficiaries in all stages of life) delights in being surprised by profound questions, having served families for 30 years as attorney, trust officer and—in recent years—consultant and personal coach.

His approach can be summed up as: Providing tools to make trust relationships work better (and his premise is that no two trustscapes are identical).

What Hartley won’t talk about: taxes, compliance, the latest regulations, jurisdictional issues, and the whole host of other specialized, technical topics that create fees for the experts and headaches for families.

What he will explore: an approach that gives full weight to the proposition that trusts are a relationship among human beings in a legal setting, and NOT a legal relationship that happens to involve human beings.

Not a Member? Request Guest Access

 
Not a Member? Request Guest Access

Teleconferences & Webinars

Tuesday, August 7th 
Noon ET (60 Minutes)
Making It Tangible: How to Create Legacy Pieces That Represent Your Clients’ Values (and Become a Treasure for Their Families)
Laura A. Roser, CEO and Founder, Paragon Road

Tuesday, August 14th
Noon ET (60 Minutes)
Introducing The Purposeful Planning Institute Trustscape Collaboratory
Hartley Goldstone, Principal, Navigating the Trustscape, LLC & PPI Dean of the Trustscape

Tuesday, August 21st
Noon ET (60 Minutes)
Becoming the Rising Generation: Using the Science of Positive Psychology to Uncover the Path to NextGen Thriving
Kristin Keffeler, MSM, Principal, Illumination 360 & PPI Dean of Family Sustainability & Empowerment

Tuesday, August 28th
Noon ET (60 Minutes)
The New Vocabulary of Family Wealth
John A. Warnick, Esq., Founder, Purposeful Planning Institute

By |2018-08-01T15:16:43+00:00August 1st, 2018|Intersections|