PURPOSEFUL TRUSTS & LEGACIES MASTERY ELEARNING PROGRAM

“I am on my second round of the Purposeful Trusts & Legacies Mastery Program, and I thought to myself, “I am going to make this an annual practice!” Why? Because there is a plethora of profound content that gets right to the heart of purpose in people’s lives and it is deepening my conversations with clients concerning how they will pass their wealth to the next generation.  In addition, it is helping our Wealth Management team come up with new and exciting ideas that separate us from the pack of what most Wealth Advisors are talking about with clients. We’ve created a program for our families called “The Learning Family Workshop” and many of the ideas from the Mastery Program end up on the Agenda’s in some form of fashion. We are not attorneys, we just care deeply that our families are considering and accomplishing what is most important to them.”

“The Purposeful Planning Institute’s Trusts & Legacies Mastery eLearning Program provides a great introduction, context and framework for advisers who want to introduce a more generative approach to estate planning and trusteeship services.  For advisers and stewards of wealth, the program challenges traditional technical thinking and provides practical relational focused insights, case studies and tools that will enable new types of conversations to be initiated with clients, beneficiaries and trustees which they will value.”

“The Purposeful Trusts & Legacies Mastery elearning Program and concept of “purposeful trusts” has made a huge difference in the way I approach planning with my clients. I was excited about every session. I now regularly introduce clients to the exercises on articulating the purpose of the trust and the idea of naming the trust. They are moved by these questions and remark on how different this estate planning process is compared to previous experiences.  For me, the course was so meaningful and triggered opportunities for introspection. I feel a much greater level of satisfaction in the work I do with clients.”

“As a coach who works with affluent clients and their families, the Purposeful Trusts & Legacies Mastery program has provided me with invaluable training in how to integrate the goals of passing on assets and developing character in the next generation. If your clients want to enrich the lives of their offspring without spoiling them, you will benefit from learning to use the tools and techniques offered in this, the PPI’s flagship educational offering.”

“The Purposeful Trusts and Legacy Mastery Program gave me a framework for having the kind of meaningful discussions with clients that I had been wanting to find for years and the tools to use what we discussed in my legal practice. I have found that the concepts that the program focuses on are foundational to all of the work that I do, both in drafting and counseling clients.”