Date: August 28th, 2018

Time: Noon ET (60 Minutes)

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

The New Vocabulary of Family Wealth is an exciting new project within the Purposeful Planning Institute.  It started with Jay Hughes explaining to John Warnick and Tim Belber why he wrote his first book, Family Wealth — Keeping It in the Family:

“I wrote the book to change the vocabulary, which would change the conversations, which will change the outcomes.”

John A. Warnick has been compiling, with the help of the Deans and Fellows of the Purposeful Planning Institute, what the key terms, phrases and concepts are of this New Vocabulary of Family Wealth.  In this conversation, John A. Warnick is going to share at least ten terms or concepts that each of us should be integrating into our conversations and which have tremendous potential to make the outcomes for our families and our clients more positive and sustainable.

Get ready to practice the New Vocabulary of Family Wealth.

Introduction to Our Guests 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.

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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