Date: February 20, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Kevin Quinn, Co-Founder and President, Independent Trustee Alliance Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute The Independent Trustee Alliance (ITA) was born from collaboration and professional relationships established at PPI Rendezvous. We believe the independent trustee is a rising profession though one that is [...]
Date: February 13, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Heidi K. Gardner, PhD, Author, Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos, Distinguished Scholar, Harvard Law School Center on the Legal Profession Host: S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, CPWA®, Member of the Executive Committee and Chair of [...]
Date: February 6, 2018 Time: Noon ET (60 Minutes) Guest Speaker: David L. Brown, M.D., FACHE, Founder, Curadux Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Join us for a thoughtful conversation with Dr. David Brown, a world-renowned physician and anesthesiologist, about the origin and current environment of the opioid epidemic, and possible routes out of the [...]
What is the Best Kind of Legacy to Transfer to Your Children and Grandchildren? Why Do 90% Mess It Up?
Unintended Consequences! No one likes negative surprises, especially after planning carefully and perhaps paying thousands of dollars to avoid them. Merely sounding the alarm on the hidden dangers of inherited wealth does little to solve the problems. And sometimes the greatest risks aren’t foreseen. How are these risks being missed? In this session, we explore 14 elements of successful wealth transfers.
Are you feeling like you are losing the war on developing high impact relationships with your clients? Are you sensing the generational communication gap within families getting wider and deeper? It’s time to change the communication paradigm to reach the “next-gen” family members of our clients. It’s time to communicate in “their terms” and in “their mode.” Listen in and hear how Roey Diefendorf addresses these issues in his practice.