Presented by John A. Warnick, Esq. Founder, Purposeful Planning Institute
This interactive workshop offers a practical introduction to a more complete approach. Designed for estate planning attorneys, financial professionals, philanthropic advisors, and legacy consultants, the session focuses on how to help clients clarify what they truly want to pass on and how to begin incorporating those insights into your planning work.
You’ll experience a blend of focused teaching and hands-on exercises drawn from the Purposeful Trusts & Legacies approach. Throughout the session, you’ll explore practical ways to deepen client conversations, clarify intent, and more effectively connect technical planning with personal meaning, whether through trusts, philanthropic strategies, or family dialogue.
This session has been approved for 3 hours of CLE through the Colorado Supreme Court Office of Continuing Legal and Judicial Education.
“I’m excited to offer this workshop as an introduction to a more meaningful approach to planning—one that helps us move beyond simply transferring wealth to truly understanding what our clients want their wealth to do in the lives of the people and communities they care about. When we take the time to uncover purpose and intention, the technical work becomes more impactful, more aligned, and ultimately more enduring.”
John A. Warnick, Esq., Founder, Purposeful Planning Institute
Founder
Purposeful Planning Institute
As the creator of the Purposeful Trusts & Legacies Mastery Program and Founder of the Purposeful Planning Institute, John A. Warnick is a leading voice in helping advisors guide families through wealth, purpose, and legacy.
After more than three decades as a tax and legal advisor to ultra-high-net-worth families, John A stepped away from traditional practice to focus on more meaningful wealth transitions—ensuring planning serves as a positive force for families and future generations. Known as “John A,” he bridges technical expertise with human insight to foster connection, growth, and long-term wellbeing.
A Fellow of the American College of Trust and Estate Counsel, he credits his greatest learning to the families he has served—shaping his approach to planning that strengthens relationships and sustains family flourishing.
John A is the author of the Purposeful Trusts & Legacies Handbook and a respected thought leader advancing a more intentional, human-centered approach to planning.
ENGAGE
Engage in a hands-on workshop where you’ll explore how to uncover client purpose, values, and intent—experiencing in real time how these insights can transform the planning process.
LEARN
Learn practical techniques for guiding deeper client conversations that move beyond technical goals to what clients truly want to pass on to family and community.
INTEGRATE
Gain ready-to-use tools and approaches to integrate purpose-driven insights into trusts, philanthropic strategies, and overall planning—enhancing both your impact and client relationships.
We are thrilled by the overwhelming response to this workshop. Registration is now full, and we are no longer accepting additional participants.
We look forward to offering additional opportunities (both virtual and in-person) in the near future. Stay tuned for future announcements.
Not a member? Your registration includes the option to add an annual membership at a significantly discounted rate.
