Date: June 12, 2018

Time: Noon ET (60 Minutes)

Guest Speaker: Courtney Pullen M.A., President, Pullen Consulting Group, PPI Fellow

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

Resources/Materials: Archetypical Styles: Common Carry Box Styles

The Arbinger Institute has a very compelling model for affecting change in a system, particularly when there has been a pattern of conflict. In this webinar, I’ll introduce their work and describe how advisors and family members can inadvertently collude to make matters worse. I will also describe how we set up these patterns of collusion and the choice point necessary to create a new and healthy pattern.

Introduction to Our Guests Speaker

Courtney Pullen MA, LPC

Courtney Pullen M.A. is the President of the Pullen Consulting Group. He has more than 20 years of experience as an innovative leader in family wealth consulting. Courtney specializes in working with affluent families by tackling the complexity of wealth. He helps the family and its individual members thrive through values retreats, family meetings, leadership and succession trainings as well as individual coaching.

He brings forth his training as a psychotherapist, business and organizational consultant and pioneer of wealth psychology and blends these modalities into a powerful model to support the family business or the family enterprise.

He recently published Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. He has also been interviewed and quoted by numerous publications including The Wall Street Journal, Barron’s, Atlantic Trust: The Advisor and Business Week. He is also on CPWA faculty at the University of Chicago Booth School of Business.

Courtney has lectured frequently, conducted numerous workshops and been published in the areas of individual and organizational change, behavioral finance, communication and family wealth dynamics.  He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute.  He is also a graduate of the Newfield coaching program.

He has spoken at regional and national conferences of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences.

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