Date:  November 13, 2018

Time: Noon ET (60 Minutes)

Guest Speaker: Cindy Arledge, MBA Chief Legacy Officer of the Legacy Family Revolution

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

Legacy Family Planning is the process that builds trust and communication between family members and prepares heirs to thrive.  It is a customizable solution to create lasting families and lasting wealth.  Family unity and financial resources are preserved by identifying and eliminating risks that cause wealth transfer failures before they happen.  Failure is defined by broken relationships, lost assets, and unnecessary upheaval.  While we can’t entirely remove grief and chaos during emergencies and death, we can create systems to reduce unnecessary stress and wasted resources. Cindy Arledge shares her framework and tools to jumpstart the Legacy conversation with your clients.

Introduction to Our Guest Speaker

CINDY ARLEDGE, MBA is a three time #1 Best Selling author, Speaker, and Leader of the Legacy Family Revolution.  She specializes in helping families eliminate the risks that threaten their family’s future.

Over the next 30 + years an estimated 30 TRILLION dollars will exchange hands in the largest wealth transfer that has ever occurred in the history of mankind.  Sadly, most wealth transfers end in destroyed relationships, lost assets and unnecessary stress for family members.

It doesn’t have to be this way.  Cindy’s mission is to help families prevent inheritance failures before they happen.  Her passion comes from the destruction of her own family following her parents’ deaths.

Cindy brings a fresh new approach to an age-old problem.  She created a system to identify and eliminate the risks families face so that family members can benefit from their financial assets, communicate and trust each other, and reduce unnecessary upheaval in midst of chaos.

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Teleconferences & Webinars

Tuesday, November 6th
Noon ET (60 Minutes)
Purposeful Planning for a Special Needs Child
Hal Wright, CFP®, Special Needs Planning Consultant

Tuesday, November 13th
Noon ET (60 Minutes)
Legacy Family Planning:  The Secret to Preventing Wealth Transfer Failures Before They Happen
Cindy Arledge, MBA Chief Legacy Officer of the Legacy Family Revolution

Tuesday, November 20th
Noon ET (60 Minutes)
Thankful? How the New Science of Gratitude Can Make Us and Our Clients Happier
John A. Warnick, Esq., Founder, Purposeful Planning Institute

Tuesday, November 27th
Noon ET (60 Minutes)
Family Champions and Champion Families
Joshua Nacht, PhD., The Family Business Consulting Group