Date:  December 11, 2018

Time: Noon ET (60 Minutes)

Guest Speakers:  Amy Castoro, President & CEO, The Williams Group and Peter Yaholkovsky, MD, Senior Lead Family Consultant, The Williams Group

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

This webinar makes the case for how trusted advisors build deeper relationships, access the next generation and ensure family unity during wealth transition. Advisors learn about the impact of wealth and wealth transfer on their best client families and develop a more nuanced understanding of the power dynamic in families that can cause distrust. Advisors discover ways they can shift their client relationships from transactional to relational and be productive contributors to family unity and wellbeing. Attendees are given questions to take client conversations to a deeper level and adapt to their own clientele.

Introduction to Our Guest Speakers

Amy Castoro, President & CEO, The Williams Group

Amy is the President and Chief Executive Officer of The Williams Group. For eight years Amy has specialized in preparing high net worth families to prepare the next generation and successfully transfer family wealth and values for a sustainable legacy.  Amy offers more than two decades of experience developing leadership competence, aligning ambition with purpose, and increasing satisfaction and productivity.

Amy’s experience with The Walt Disney Company, Adecco Corporation and Grant Thornton Management Consulting provided her with a strong foundation of leadership in organizations.

Amy holds a Bachelor of Arts in Organizational Psychology from Adelphi University, Garden City New York. She is a Master Somatic Coach through the Strozzi Institute. Amy completed a three-year business course with Hecht and Associates which emphasized the design of new offers and optimizing threats and opportunities in business. She is engaged with continuing education with Dr. Fernando Flores focused on creating high performing teams.

Peter Yaholkovsky MD, Senior Lead Family Consultant

Peter has an extensive background in linguistic foundations of action and relationships, having studied and worked with Dr. Fernando Flores at Logonet and Business Design Associates. He is certified by the Strozzi Institute as a Master Somatic Coach, with a special interest in developing the emotional skills for building trust relationships characterized by power differentials. He has coached families from diverse backgrounds, guided them into appreciation and utilization of their shared long-term values.

Peter’s expertise is his unique ability to coach teams in building trust, both in family and in executive- level business situations. As a prelude to his coaching career of two decades, Peter practiced Internal Medicine as a Board-Certified Internist after graduating from Stanford and UC Davis.

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Teleconferences & Webinars

Tuesday, December 4th
Noon ET (60 Minutes)
Coherent Philanthropy for Families and Businesses
Bruce DeBoskey, JD, Philanthropic Strategist at The DeBoskey Group, PPI Dean of Philanthropy

Tuesday, December 11th
Noon ET (60 Minutes)
Putting Money in the Context of Life
Carol Anderson, Founder & President, Money Quotient & PPI Dean of Financial Life Planning

Tuesday, December 18th
Noon ET (60 Minutes)
THE INTERSECTION OF CONTROL vs CARE: Engage Family Dynamics To Improve Retention & Access The Next Generation
Amy Castoro, President & CEO, The Williams Group and Peter Yaholkovsky, MD, Senior Lead Family Consultant

Tuesday, December 25th
Noon ET (60 Minutes)
–No Session Today–