Date: March 27, 2018

Time: Noon ET (60 Minutes)

Guest Speaker: Richard Orlando, President, Legacy Capitals, LLC

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

PPI 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 the survey and how it can be applied to our work with clients.

Introduction to Our Guests Speaker

Dr. Richard Orlando, founder and CEO of Legacy Capitals LLC, has decades of experience working directly with Advisors and financially successful families. Author of LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions, Richard serves as a trusted advisor, consultant, and coach to high net worth and ultra high net worth individuals and families—some of which lead very successful family businesses.

In addition, Richard has worked with Barron’s Top 100 Financial Advisors, as well as leaders and high performing teams nationally and internationally. He has coached, consulted, and trained thousands of wealth advisors and teams across the globe from a variety of institutions, including wirehouses, RIAs, and family offices.

Richard has been referenced in key industry publications (e.g., NYTimesBloomberg BusinessWSJ online) and presented to key industry organizations (e.g., Barron’s, Family Office Exchange, Family Business Alliance, NJ Financial Planners Association, afhe).

Richard has an interdisciplinary background, and he holds degrees in computer science, business, and family psychology. After earning a BS in Computer Science and Business from St. John’s University, he pursued a career on Wall Street and earned his Series 7 and 63 licenses. Returning to school, he received an MA in Counseling/Theology from Trinity International University. Continuing his education, he earned a PhD in Family Systems from Seton Hall University. His dissertation research focused on wealth management family teams. Richard also earned a certificate in family wealth advising from the Family Firm Institute and holds a certified professional coach designation from an International Coach Federation accredited program.

Not a Member? Request Guest Access

Not a Member? Request Guest Access

Teleconferences & Webinars

Tuesday, March 6th 
Noon ET (60 Minutes)
Making the Client Connection
Chris Venn, Partner, The Legacy Companies

Tuesday, March 13th
Noon ET (60 Minutes)
Cultural Diversity Series: Honor Culture
Isabel Miranda,  Elaine King, Jerry McNabb, Mariana Martinez

Tuesday, March 20th 
Noon ET (60 Minutes)
Generational Views on Cyber-Security
M. Lisa Shasteen, Esq., Shasteen & Percy, P.A.

Tuesday, March 27th
Noon ET (60 Minutes)
College-Age Millennials and Money: A Deeply Personal Relationship
Richard Orlando, President, Legacy Capitals, LLC