Date: May 1, 2018

Time: Noon ET (60 Minutes)

Guest Speaker: Kristen Heaney, Legacy Coach, Legacy Capitals, LLC

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

In this session, Kristen Heaney will discuss ways advisors can utilize her book, In Three Generations: A Story About Family, Wealth and Beating the Odds. Presenting the story of a fictional family who works with a Legacy Consultant across three generations of challenges related to managing family business and family wealth, this book offers a unique opportunity for clients to gain valuable insights about the vital role that legacy planning can have in their own family. Additionally, Kristen will highlight specific ways advisors are using this story to spark deeper conversation with their clients, and finding that the story has inspired their own personal and professional development as well.

Introduction to Our Guests Speaker

Kristen Heaney is a Wealth Legacy Coach and Consultant with Legacy Capitals, LLC, serving successful families and their advisors. Her passion for this work is colored by her own experience of being a young and unprepared inheritor after her father’s early death. Kristen’s training includes a Masters in Social Work from the University of Michigan, a Board Certified Coaching credential, and a certificate in Family Wealth Advising from the Family Firm Institute.

Her book, In Three Generations: A Story About Family, Wealth, and Beating the Odds, a fable style family leadership story, offers a great starting point for those considering a more purposeful approach to handling family wealth. She has been a featured thought leader for the Purposeful Planning Institute, Family Firm Institute, as well as legal, financial, and philanthropic firms across the United States and Canada, focusing on topics including next generation preparation, effective family meetings, wealthism, and more. Kristen was born and raised in the Metro Detroit area, and currently lives with her husband and two children in South Florida.


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Teleconferences & Webinars

Tuesday, May 1st
Noon ET (60 Minutes)
Inspire Honest Conversation with Your Clients and Advance Your Own Development Using the Book, In Three Generations: A Story About Family, Wealth and Beating the Odds
Kristen Heaney, Legacy Coach, Legacy Capitals, LLC

Tuesday, May 8th
Noon ET (60 Minutes)
The Elephant in The Room: How to Deal With Distrust in Families
Amy Castoro, President & CEO, The Williams Group & Sybil Praski, Client Development, The Williams Group 

Tuesday, May 15th 
Noon ET (60 Minutes)
Generation Impact: Next Gen Donors are Revolutionizing Giving
Sharna Goldseker, Executive Director, 21/64

Tuesday, May 22nd
Noon ET (60 Minutes)
Best Practices for Family Recreational Assets
Clint Haggard, President, Continuity Planning Specialist, Burgher Haggard and Jerry McNabb, Family Advisor, Family Business Consultant and Mentor/Coach, McNabb Advisory

Tuesday, May 29th 
Noon ET (60 Minutes)