Purposeful Next-Gen Collaboration

Raising Purpose-Driven Children

Date: April 10, 2018Time: Noon ET (60 Minutes)Guest Speaker: Elizabeth Lombardo, Ph.D., Speaker, Psychologist and Best Selling Author Host: John A. Warnick, Esq., Founder, Purposeful Planning InstituteDo you have concerns about how your wealth will impact your children?  Are you troubled by the statistics that children of wealth have higher rates of depression, anxiety, and unethical behaviors?  Do you want to [...]

College-Age Millennials and Money: A Deeply Personal Relationship

Date: March 27, 2018Time: Noon ET (60 Minutes)Guest Speaker: Richard Orlando, President, Legacy Capitals, LLCHost: John A. Warnick, Esq., Founder, Purposeful Planning InstitutePPI Member Richard Orlando has recently completed a survey for College-Age Millennials' on their perceptions and behaviors around money and money issues.  In this session, we will speak to Richard about the valuable information obtained through [...]

Go Digital Or Die: The New Venue for Connecting Families With Each Other and With Their Advisors

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.

By |2018-01-09T09:13:30-05:00December 19th, 2017|Purposeful Conversations, Purposeful Next-Gen Collaboration|

The Routines of Connection that Lead to a Deeply Meaningful Life

At first blush, nature connection and the wisdom of indigenous and ancestral cultures may seem far removed from the needs and complexities of modern life and intergenerational planning. But nothing could be further from the truth. Connection to nature, self, and others can establish a virtuous circle that provides access to abundant and sustainable lives for individuals, families, and communities. Moreover, the family practices of nature-based cultures were born out of a need to thrive in dynamic changing environments. Jon’s unique experience and intimate knowledge of nature and community, developed and lived over 40 years, offers a sweeping perspective of what is possible for families, communities and human culture on this planet going forward. This session offers profound, yet simple insights and practices that can immediately be applied to our own lives, as well as the lives of the families we are privileged to touch, guide and inspire.

Gen Z: What is the Impact of a Generation Raised in a Digital World?

“What adults can learn from Kids,” a TED talk by a Gen Z member, captures this generation’s desire to impact the world. As they view technology as commonplace, they have the power to utilize this to change family and business relationships. Through interactive exercises focused on Generational Thinking, this call questions our approaches to the governance and wealth transfer tools designed with top-down approaches. 

By |2017-10-20T12:34:47-04:00October 17th, 2017|Purposeful Next-Gen Collaboration|