Guest Speaker: David R. York, Esq., CPA, Managing Partner of York Howell & Guymon, PPI Dean of Legacy
Host: John A Warnick, Founder of Purposeful Planning Institute
Description: We live in a world that tells us how to live, what matters, and how to get it. These impersonal, external forces, along with “the meteors” from well-meaning but controlling estate plans, push us around and leave us off-balance, confused, and fatigued. Among us, however, are those who live differently.
Held steady by the pull of purpose, they lie in an upward spiral of clarity, vision and balance that provides them freedom and allows them to leverage their blessings, including gift in trust, to make lasting impacts in the World. These people have found the secret to a life lived as…a Steward, This presentation will outline the mindset, characteristics, and traits of these remarkable people and how you can create a Steward mentality for yourself, your family, and the organizations of which you are a part.
David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell & Guymon. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute. David has extensive experience in designing and implementing advanced wealth planning strategies for ultra high net worth clients. David has spoken to hundreds of public groups and professional organizations, including the TedXSaltLakeCity, Q Commons, the Million Dollar Roundtable, the AALU National Conference, the Hawaii Tax Institute, the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, and the Southeastern Family Office Forum.
He is the co-author of two books, Entrusted: Building a Legacy That Lasts and Riveted: 44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon. He also created the game Experience RivetsTM, which helps individuals, families and businesses identify their unique and shared core values to assist them with holistic wealth transfer, effective estate planning and team building. He has also written for Trusts & Estates Magazine, Estate Planning Magazine and Investments and Wealth Monitor. In 2017, YHG was recognized as an Inc. 5000 Company.
David currently serves on the Board of Directors of Holding Out HELP and Healing Nations. He lives in the Salt Lake City, Utah area with his wife Mindy and their five children, Emma, John, Samuel, Hudson and Avery. He enjoys biking, skiing, softball, writing and photography.