Purposeful Trusts & Legacies Mastery Program

Turbocharge Your Practice by Mastering the Keys of Purposeful Trusts & Legacies 

2020 Program Starts January 9th!

Join Now for Only $495 

12 Monthly Lessons + 11 Hours of CLE/CPE*

Listen, learn and engage with fellow Mastery Candidates in interactive webinars as John "John A" Warnick, Esq. shares the Keys of Purposeful Trusts & Legacies.

Class Workbook

Receive 130+ pages of exercises, samples and other materials designed to help you master the Keys of Purposeful Trusts & Legacies & put your purposeful practice in motion.


Office Hours

One-on-one or group discussion available. John A will review materials you've prepared and offer suggestions. 

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*This program has been accredited for 11 hours of Continuing Education through the Certified Financial Planner Board of Standards, Inc. and Continuing Legal Education through the State of Colorado Supreme Court Office of Continuing Legal and Judicial Education.

Who Should Participate?

The Purposeful Trusts & Gifts Mastery Program is designed for Estate Planning Attorneys, CFPs, Planned Giving Professionals, Trustees, and Wealth Planning Strategists who want to assist their clients in creating Purposeful Trusts & Legacies.

Lesson Plan

01

The Key of Capturing Our Client's Voice and Vision -- Overcoming What Clients Hate About Their Estate Planning Documents (Sterility and Legalese) While Still Honoring the Documents' Legal Integrity


02

The Key of Unleashing & Capturing Positive Emotional Energy -- Antidotes to Entitlement and Trust Narcissism


03

The Key of Purposefully Naming a Trust -- Tapping Into the Symbolic Power of Name and Meaning Clauses


04

The Key of Purpose & Intent Clauses: The Heart of a Purposeful Trust


05

The Key of Meaning -- Transforming Cash Gifts & Tangible Personal Property into Priceless Treasures and Lasting Legacies


06

The Key of Guidelights - Sharing Life Wisdom and Encouragement for Beneficiaries and Legatees


07

The Key of Values & Virtues – Passing More Than Wealth to Our Children and Grandchildren


08

The Key of Guidance - How to Purposefully Select and Guide Trustees, P.R.s, and Guardians


09

The Key of Flexible Rigidity -- Mastering the Power of Trust Protectors and Purposeful Decanting


10

Applying The Keys of Purposeful Trusts & Legacies to Working with Parents and Grandparents of Young Children


11

Applying The Keys of Purposeful Trusts & Legacies to Family Entities and Business Succession Planning


12

Bonus Call! Marketing Purposeful Trusts & Legacies

Meet Your Instructor

John "John A" Warnick, Esq., Founder of the Purposeful Planning Institute, Fellow of the American College of Trust & Estate Counsel, Author of the Purposeful Trusts & Legacies Handbook

The Power of Purposeful Planning

SAVE YOUR SEAT NOW AND TRANSFORM THE WAY YOU WORK WITH CLIENTS

2020 Program Starts January 9th!

The fee for the Mastery Program is $495. For only $105 more you can upgrade to the Individual Premium Membership, which gives you fill access to all webinars and online content. If you have participated in a Primer on Purposeful Trusts & Legacies Workshop please contact us to receive a discount on the Mastery Program!

*This program has been accredited for 11 hours of Continuing Education through the Certified Financial Planner Board of Standards, Inc. and Continuing Legal Education through the State of Colorado Supreme Court Office of Continuing Legal and Judicial Education.