An intimate and interactive workshop designed for estate planning professionals (attorneys, CFPs, CLUs, planned giving professionals, trust officers, and wealth planning strategists and legacy consultants) that covers the Seven Keys of Purposeful Trusts & Legacies and allows participants to gain hands-on experience through visioning exercises and stories that can bring the power of these keys to our clients. This workshop is for both planners and attorneys.
A Two Hour CLE on The Uses of Trust Protectors, Special Trustees and Decanting Powers and Statutes. You will learn the history of the role of the trust protector and hear about how the pioneering concepts of “Rigid Flexibility” and “Trust Compasses” make it easier to help clients understand the value of a trust protector. The workshop will highlight the difference between fiduciary and nonfiduciary roles for the trust protector and review the pros and cons of the active versus stand-by models for trust protectors.
Purposeful Retirement – This workshop will cover ways in which attorneys, CPAs and other trusted advisors are finding ways to continue to contribute meaningfully after retirement from their firm. The Purposeful Planning Institute has spent almost four years surveying and examining what works well and has a methodology to help you decide what you want to BE and become after you leave full-time practice.
Purposeful Philanthropy – A workshop providing advisors and attorneys with the tools and resources to elevate their conversations with clients around Philanthropy. What does the latest research reveal that wealthy families want from their advisory team and/or philanthropic consultants.
John A. Warnick is a frequent presenter to both client programs and advisor conferences and organizations on a wide variety of topics. Please CLICK HERE for more information.
John A. Warnick frequently offers workshops for small groups (8 – 12 people) in various locations throughout the year. If you are interested in hosting a workshop in your area please contact us.
“I have attended John A.’s workshop and I can attest to the fact that this is one of the BEST programs I have attended. For someone who concentrates in Legacy Planning and developing long term relationships with clients, this is the one to attend. I can recommend it without hesitation. Thanks, John A!” – Michael G. Stuart, Member/Manager & Founder at The Stuart Legacy Alliance, LLC
“Listening to John A, you know you’re in the good hands of one of the foremost experts in the field. His depth of knowledge is only surpassed by the organized delivery of his thought provoking presentation. At the end of Mr. Warnick’s presentation, he provided insightful answers to the various and difficult questions posed by the audience. His presentation is a must for estate planning practitioners.” – H. Richard Hagen, Spesia & Ayers, Attorneys at Law, Illinois
“The trust protector presentation was both interesting and informative – it is clear that Mr. Warnick has experience and knowledge in this field. Mr. Warnick’s use of actual client stories (in the webinar and study materials) brought the concept “to life.” We will be incorporating a number of his suggestions & recommendations with our estate planning clients.” – Jennifer K. Johnson, Attorney and Counselor at Law, Duffy & Robertson, P.C., Michigan