Date:  November 20, 2018

Time: Noon ET (60 Minutes)

Guest Speaker:  John A. Warnick, Esq., Founder, Purposeful Planning Institute

‘Tis the season for Turkey, pumpkin pie, cranberries and the celebration of Thanksgiving.  In this call, John A. Warnick will review the history of the American holiday known as Thanksgiving.  And, then he’ll spend time exploring how we can apply the new science of gratitude into our personal and family lives with suggestions on how we might share ideas for unleashing the positivity of gratitude and appreciation in the lives of our clients and their families.

We’ll close this call by inviting all those who come to share if they desire, a favorite holiday tradition they celebrate during Thanksgiving or between Thanksgiving and the end of the year.

Introduction to Our Guest Speaker

John A. Warnick PhotoJohn “John A” Warnick, Founder of the Purposeful Planning Institute and Fellow of the American College of Trust & Estate Counsel and author of the Purposeful Trust & Gift Handbook

Until 2009 John A. Warnick was a partner in the Denver office of a large regional law firm where he chaired that firm’s Private Client Services Group. In early 2010 he launched the Purposeful Planning Institute, a community of estate planning attorneys, financial planners, CPAs, trustees, wealth psychologists, and family business consultants who want to ensure that the impact of their technical planning will be a positive force in the lives of each generation of their client families. John A. is a Fellow of the American College of Trust and Estate Counsel, serves on NAEPCs Multidisciplinary Teaming and Professional Collaboration Committee, and speaks frequently to Estate Planning Councils, bar associations, financial planning audiences and family business centers. Learn More

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

Tuesday, November 13th
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Tuesday, November 20th
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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
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Joshua Nacht, PhD., The Family Business Consulting Group