Date: August 7th, 2018

Time: Noon ET (60 Minutes)

Guest Speaker: Laura A. Roser, CEO and Founder, Paragon Road

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

Many advisors want to incorporate purposeful planning into their practice. But there are challenges: How do you develop enough rapport to have deep conversations? What topics should you focus on? How do you make it fun and enjoyable for your clients?

We’ve found that the process of capturing your clients’ stories, wisdom and values for the purpose of turning them into a physical piece – such as a video or a book – can reduce the barriers of talking about deeper topics and lead to more connection. These pieces also become a treasure for your clients and their families.

Although there are many tools to help you define a client’s values or philanthropic vision, it’s easy for these meaningful conversations to be forgotten. Your clients can share their greatest family stories, reveal why philanthropy is so important, and convey the values they were taught as a child, but if it’s not recorded somewhere—and turned into something that’s easy and enjoyable to consume—they’ll forget all about it. It’s essential to create something tangible.

In this session, you will learn:

  • Our step-by-step approach to turn someone’s wisdom and stories into tangible pieces.
  • The best formats to capture a client’s legacy.
  • How to keep the process short and simple and why most projects shouldn’t take more than two months.
  • How legacy pieces can serve as a vehicle to help clients discover deeper purpose and communicate their vision to others.

Introduction to Our Guests Speaker

Laura A. Roser is the founder and CEO of Paragon Road, the leading authority in Meaning Legacy planning (passing on non-financial assets, such as values, wisdom and beliefs). She is the author of Your Meaning Legacy: How to Cultivate & Pass On Non-Financial Assets and editor in chief of Legacy Arts magazine and has interviewed many top CEOs, high net worth individuals, spiritual leaders, philosophers, financial professionals, family experts, celebrities, philanthropists, and innovators in her quest to uncover how to craft a more meaningful life experience. Her writing has been featured in ThinkAdvisor,, Reader’s Digest and Kiplinger. Laura lives and works in Solana Beach, California, Salt Lake City, Utah and occasionally in hotels, boats, planes, and apartments around the world.

To learn more about Laura’s book, Your Meaning Legacy: How to Cultivate & Pass On Non-Financial Assets, go to

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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