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Human Side of Estate Planning/Psychology of Estate Planning

Date: July 31, 2018 Time: Noon ET (60 Minutes) Guest Speaker: L. Paul Hood, Jr., JD, Director of Planned Giving, The University of Toledo Foundation, PPI Dean of the Cutting Edge Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Paul will discuss the psychological factors at play for both clients/donors and estate planners/development professionals alike. [...]

By | 2018-06-21T13:39:21+00:00 June 21st, 2018|Intersections|

Values@Work: Enhancing Client – Advisor Collaboration

Date: July 17, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Gunther Weil, Ph.D., Founder & CEO, Value Mentors LLC, PPI Dean of Values Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Wealth advisors & financial planners & their clients are currently facing some significant challenges: Are the rules of the game changing? Are traditional [...]

Transforming the Journey of Loss, Changing the Way We Think About, Prepare for and Respond to Grief and Loss

Date: July 10, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Dayle E. Spencer, JD, Founder and Principal, Spencer Legacy Group Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute On Jan 2, 2011, my beloved 28-year old daughter, Allie died suddenly from the flu. She was vibrant and healthy but it killed her in 36 hours. [...]

By | 2018-06-21T13:25:40+00:00 June 21st, 2018|Intersections, Leadership, Coaching & Growth|

The Innovative Advisor’s Approach to Employee Assistance Programs

Date: June 26, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Holly Hakes, Executive Director REALiving & Aurora Community Services Host: Timothy J. Belber JD, AEP®, Principal, The Alchemia Group LLC, PPI Dean of Fusion As the experience economy continues to expand, people assets have become critical to having a sustainable business. Business owners need [...]

By | 2018-06-20T11:43:10+00:00 May 24th, 2018|Family Business Forum|

Envisioning and Shaping the Future of Financial Planning

Date: June 19, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Dr. David Yeske, CFP® Host: Carol Anderson, Founder & President, Money Quotient, PPI Dean of Financial Life Planning Dr. David Yeske, CFP® is known in the advisory world for his efforts to bring scientific rigor to the financial planning process.  In a recent industry article, [...]

By | 2018-05-24T13:18:05+00:00 May 24th, 2018|The Business of the Practice|