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Guest Speakers: Ron Nakamoto, The True Wealth Mentorship Program, EW Plus, LLC & Erik Gabrielson, Founder, Activ8

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

Erik Gabrielson and Ron Nakamoto will facilitate an interactive conversation about creating successful collaborations within ad hoc advisory teams, families, and organizations of all sizes.  They will expand upon the generic purposeful interdisciplinary planning process that they presented in their RendeZoom breakout session.  They will offer practical insights on how to become a better collaborator and contributor to a holistic, interdisciplinary team.

Introduction to Our Guest Speakers

Erik Gabrielson and Moira Petit cofounded Activ8 in 2010 to support healthy high performing communities. They believe that untapped potential lives in us all, and often it is current limiting beliefs and fears that get in the way of what is possible. Together they bring a rich mix of knowledge and experience that support coaching, connecting, and engaging families, teams and communities. Their experience with their unborn son’s diagnosis brought those tools alive in their own lives, which they now speak and write about.

For the past eighteen years, Erik has focused on coaching individuals, families, and teams to see and commit to reaching new levels of individual and collective potential. He grew up alpine ski racing where he learned the value of taking action within fear and experiencing the exhilaration that waits on the other side. Erik has leveraged his experience to help teams and multigenerational families unleash the power of their people in business and family relationships.

Erik and Moira live with their son and Labrador in Saint Paul, Minnesota where they enjoy being outside in all four seasons.

Ron Nakamoto is a co-founder of EW Plus, a teaching, training, and coaching firm focused on financial advisors and their clients.  He began his career as an advisor in 1984, earning his CFP, CLU, and ChFC designations in 1987.  In 1994 he established his own insurance, investment, and planning firm San Francisco Financial Partners in the San Francisco Bay Area.  After retiring from his firm in 2007 and prior to forming EW Plus, he served as CEO of Empowered Wealth, a training organization based on the book “The Brower Quadrant” and the work of Lee Brower.

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