Purposeful Planning Podcast

A System's Lens Through a System's Journey Part 2: The Power of Talking about our Mistakes

Purposeful Planning Institute — Tue, 31 Mar 2026 07:59:00 +0000

What role do mistakes play in effective advising—and how can they become a catalyst for deeper learning and better outcomes? In this episode of the Purposeful Planning Podcast, Kathy Wiseman and Natalie McVeigh explore how missteps in systems work, client referrals, and family meetings can serve as powerful opportunities for growth. Kathy shares her personal journey of reframing mistakes, emphasizing transparency, clarity, and the importance of helping clients build their own problem-solving capacity rather than over-functioning as advisors. Together, they discuss creative approaches to engaging families—from experiential exercises to rethinking meeting dynamics—and offer a fresh perspective on what defines success: not perfection, but the creation of curiosity, openness, and possibility within complex family systems.

Shaping the Field of Philanthropic Advising

Purposeful Planning Institute — Tue, 24 Feb 2026 08:00:00 +0000

Philanthropic advising is evolving from an informal add-on to a distinct and emerging profession. In this episode of the Purposeful Planning Podcast, host Joseph Brooks sits down with Dien Yuen, CEO of Daylight, and Marguerite Griffin of Northern Trust to explore the growing field of philanthropic advising. Together, they discuss what modern philanthropic advisors actually do, the core competencies required for excellence, and the work underway to professionalize the field through research, credentialing, and community-building. From values-centered planning and family dynamics to AI, risk management, and the future of impact, this conversation offers a thoughtful look at how advisors can unlock philanthropic capital and help families translate purpose into meaningful, sustainable social impact.

Combining Financial Planning and Mental Health Counseling to Transform Outcomes for Families

Purposeful Planning Institute — Fri, 30 Jan 2026 09:03:00 +0000

In this episode of the Purposeful Planning Podcast, the husband-and-wife team of Sean and Jill Maher share how their interdisciplinary approach transforms outcomes for families and business owners. The goal of this conversation is to provide insights to fellow advisors, attorneys, and family office professionals about how imbedding relational connection into the financial planning process leads to more meaningful results.
Sean Maher is a financial planner, and Jill Maher is a clinical mental health counselor. Through real client stories, practical tools, and candid reflections, Sean and Jill provide perspectives on why financial planning must include both technical precision and emotional clarity.

A System's Lens Through a System's Journey

Purposeful Planning Institute — Tue, 23 Dec 2025 03:38:42 +0000

In this episode, guest host Natalie McVeigh of Oikonomia and a member of the PPI Education Development Committee is joined by Kathy Wiseman of Working Systems, Inc, The Family Portfolio and faculty at The Bowen Center for the Study of the Family, for a reflective conversation on family systems theory in practice. Together, they explore what it means to view families and organizations through a systems lens, how this perspective shapes both personal and professional journeys, and why it is so valuable when working with complex family dynamics. Drawing on Kathy’s deep experience in systems thinking, the conversation highlights practical insights for advisors seeking to better understand patterns, relationships, and long-term impact across generations.

Turning up the Lights: A Progressive Approach to Wealth Disclosure Conversations

Purposeful Planning Institute — Mon, 01 Dec 2025 17:57:13 +0000

For many people, talking about money is seen as taboo. While open communication about money and wealth is touted as a best practice in preparing the rising generation and maintain harmony, many families don’t know where to begin and when and how much to share. Often, they feel pulled toward two opposing choices: disclose everything or disclose nothing. In this sense, disclosure feels like an on/off switch. At the Merrill Center for Family Wealth®, we have developed a progressive approach that makes wealth conversations efficient and productive for families. Thus, rather than viewing wealth disclosure communications as an on/off switch, we suggest viewing it as a dimmer switch.

Effective Family Philanthropy in Practice

Purposeful Planning Institute — Tue, 28 Oct 2025 07:01:00 +0000

As families and advisors prepare for year-end giving, Stephanie Ellis-Smith, Dean of Philanthropy at the Purpose Planning Institute speaks with Nick Tedesco, President and CEO of the National Center for Family Philanthropy about what effective family philanthropy looks like today—beyond metrics and mission statements. Together they explore how clarity of purpose, equity, and family alignment can make giving both more joyful and more purposeful. Tune in for a grounded, hopeful discussion about how generosity can meet this moment with intention and impact.

How to Deal with Setbacks - Part 2

Purposeful Planning Institute — Tue, 23 Sep 2025 10:52:42 +0000

When the going gets tough...what then? Advisors can best support clients when they know through experience what makes a real difference during tough times. Our own experience can give us so much to draw on if we've learnt how to handle ourselves better. In Part 1 Ian gave us three approaches that really make a difference. Now in Part 2 he gives us three new tools - how to cultivate flexibility, how to change perspective and how to keep going - with lots of practical examples.

Impact with Intention

Purposeful Planning Institute — Tue, 26 Aug 2025 08:04:00 +0000

Stephanie Ellis Smith sits down with Courtney Joyner Gage to explore her work in sustainability and impact investing through Aligned Impact and PPI. Courtney unpacks the spectrum between traditional investing and philanthropy, clarifies common misconceptions, and highlights the importance of aligning investments with personal values.

Aligning Profit with Purpose: The Rise of Purpose Trusts in Modern Business

Purposeful Planning Institute — Thu, 31 Jul 2025 07:00:00 +0000

Explore the innovative world of purpose trusts and their transformative impact on business ownership and succession planning. Join us as we delve into how companies are shifting from traditional profit-centric models to structures that prioritize mission, sustainability, and stakeholder value. We'll discuss the mechanics of purpose trusts, their benefits, challenges, and real-world applications, offering insights into this emerging trend that's redefining corporate governance.

The Cost of Getting Healthcare Wrong

Purposeful Planning Institute — Tue, 22 Jul 2025 10:27:24 +0000

Why healthcare navigation is a critical yet often overlooked risk in comprehensive wealth and legacy planning.

Family History: Unleashing the Potential of Your Family's Beautiful Complexity

Purposeful Planning Institute — Wed, 23 Apr 2025 11:26:05 +0000

Meet Dr. Karen McNeill, PPI’s new Dean of Family Stories, History, and Culture. As you will soon discover, she is passionate about the potential for families to nourish a thriving family culture by exploring the unique, complex, and unfinished tapestry that is their shared past, present, and future. Learn about many ways to integrate history into your work with multi-generational families as well as why it matters.

To Donate or Not to Donate? The Art of Giving to Museums

Purposeful Planning Institute — Thu, 27 Mar 2025 21:54:21 +0000

Donating art and collectibles can be a meaningful way to preserve a legacy, but the process is often complex. In this episode, we explore the nuances of gifting to museums and galleries across North America—legal considerations, donor intent, and institutional needs. Join us for an insightful conversation on the art of giving wisely.

Shifting Clients into Action When They are Entrenched in Opposition

Purposeful Planning Institute — Tue, 11 Mar 2025 19:28:22 +0000

When clients fall into the trap of problem solving when they are facing a polarity, they entrench in epic battles. Join Cathy Carroll, author of "Hug of War: How to Lead a Family Business With both Love and Logic" to learn the key to resolving conflict when both sides are right.

How to Deal with Setbacks

Purposeful Planning Institute — Fri, 28 Feb 2025 14:00:00 +0000

Into every life a little rain must fall' - but what if it's not so much a shower, more a downpour? Advisors can best support clients when they know through experience what makes a real difference during tough times. Ian McDermott has been working with individuals, families, teams and organizations for 45 years. In this session he'll be sharing how to deal with setbacks by offering tools and strategies that can benefit advisors and clients alike.

Building a Collaborative Team

Purposeful Planning Institute — Mon, 13 Jan 2025 15:20:11 +0000

How advisors work together to support clients’ philanthropic interests.

Talking Points:

What are your roles at your firms and at what point do they intersect?
What types of clients do you work with and how do you support them in their giving?
What has been important to creating these successful collaborations?
What are the hallmarks of philanthropy at scale?

Addiction Recovery Services for UHNW Families

Purposeful Planning Institute — Fri, 01 Nov 2024 13:55:22 +0000

Steve Legler and John Campbell discuss the prevalence of addiction issues that seem to show up in many families that PPI members serve. It can be a very tricky area for advisors, and Steve and John talk about that and how advisors can position themselves as a resource and referral source for such families when the time arises.

BIOGRAPHY

Born and raised in Dallas, Texas, John struggled with drug and alcohol addiction at an early age. He is proud to say that through the process of attending the right treatment center and residing in sober living, he has maintained sobriety since 2008. John’s caring and compassionate nature led him to seek a career in the helping profession, so he accepted a position as an overnight technician at a treatment center in 2009. This launched him into an academic and career path focused on helping those and their families impacted by addiction and mental health issues.

John completed his Bachelor of Arts degree from Southeastern Louisiana University, followed by his Masters of Science degree in Social Work at Louisiana State University. John previously served as Clinical Director at Powerhouse Services in Baton Rouge, Louisiana, where he was employed for close to a decade. He also has previous experience as a Social Work Case Manager at St. Clare Psychiatric Hospital. While working in these various roles, John gained extensive knowledge and experience working with individuals battling addiction and families struggling with codependency.

Today, John Campbell is a Licensed Clinical Social Worker, Licensed Chemical Dependency Counselor, Certified in Brainspotting, and trained in Psychodrama and Experiential work. John’s experience overcoming his addiction and working in several different treatment settings drove him to join the ownership team that founded Casa Colina Treatment Center in 2017.During his time as owner and CEO of Casa Colina, John has had the privilege of being connected to like-minded professionals and treatment facilities across the country for addiction and mental health disorders. These connections have allowed John to help numerous individuals and families find the path to freedom and recovery. This passion drove John to look for other ways to help individuals and families in the Dallas area. The result is John decided to establish Campbell Recovery Services in 2022. Campbell Recovery Services will allow John to use his skills as a clinician to help those find the same opportunities in recovery that he was given.

John currently resides in Dallas with his wife Ashley of nearly two years and their two dogs, Rambo and Stella. Outside of Casa Colina and Campbell Recovery Services, John enjoys rooting for his two favorite football teams, the LSU Tigers and Dallas Cowboys. John also loves working out, and lifting weights, and can oftentimes be found on a golf course.

Accounting for Chronic Illness in the Succession Planning Process

Purposeful Planning Institute — Thu, 08 Aug 2024 08:53:27 +0000

In this discussion, I will share my experience working with families around issues related to chronic illness in the next generation. We will explore how to set reasonable expectations for adult children struggling with chronic mental and physical health issues, review my ECHO Legacy framework to help families overcome barriers to successful transitions, and go over useful tips for improving communication when someone has a chronic illness. Join us to gain valuable insights and strategies for navigating these challenges within your family.

Guiding Clients Toward True Prosperity: Beyond Financial Advice, a Journey into Client Behavior

Purposeful Planning Institute — Wed, 12 Jun 2024 18:00:00 +0000

Join us for another exciting webinar hosted by Dean of Individual Development at PPI, Melissa Mitchell-Blitch with guest speaker, Danielle Howard. This session will explore the imperative transformation needed in the financial services industry, focusing on fostering healthier client relationships with money. It will highlight the impact of money mindsets on financial beliefs and behaviors and discuss exercises to enhance awareness and shift these mindsets. Participants will learn about the limitations of traditional financial planning and the importance of understanding one’s identity, processes, and outcomes to cultivate a positive financial life. The session will also cover self-reflection techniques to explore and improve one’s relationship with money, offering practical tools and resources for deeper insight.

BIOGRAPHY

Danielle Howard is a Certified Financial Planner®, author, speaker and personal finance thought leader. Her 27 years of client engagement and financial world experience has led her to become a catalyst for change around the financial tools, techniques and temperaments that construct a person’s financial life. Understanding the integrations and implications of a whole-life perspective on money mindsets and financial decisions, she guides people on the progressive journey of financial wellness.

Bridging the gap between Wall Street and Main Street, she brings complex financial topics and concepts down to earth. She opens the door to new conversations around money, breaking down the taboo topics of the past to engage, educate, encourage her audiences.

Tax Advantaged Strategies for Business Sales

Purposeful Planning Institute — Fri, 17 May 2024 20:30:49 +0000

Join us for another exciting webinar hosted by Dean of Individual Development at PPI, Melissa Mitchell-Blitch with guest speaker, Tiffany House. Discover powerful tax-advantaged strategies for selling family businesses and maximizing benefits. Learn how early planning and gifting shares can leverage estate tax exclusions and explore real-life success stories of creative tax minimization. Tiffany will simplify charitable trusts and highlight tax-saving opportunities through employee stock ownership programs and qualified small business stock. Gain the confidence to discuss tax-advantaged sale options and understand various planning tools.

BIOGRAPHY

Tiffany House is a tax, estate, and charitable strategist. She works with clients and donors to help guide them through intricate situations, including transitioning or selling a business, planning philanthropy, values-based estate planning, and tax concerns. Tiffany is a fiduciary consultant who helps clients and donors create a Master Game Plan that includes their financial, family, retirement, philanthropy, and estate planning goals, values, and legacy. Since she does not sell products, write documents, or manage assets, there are no conflicts of interest when working with other advisors. Tiffany has a national-speaking reputation and is very active in her community.

Resentment and Perfectionism: Why You Need To Stop “Shoulding” On Yourself

Purposeful Planning Institute — Fri, 03 May 2024 13:31:10 +0000

Join us for an insightful exploration into the damaging effects of resentment and perfectionism. In this episode, we delve into the realities of life's imperfections and how the "should" mindset breeds resentment and self-doubt. Discover how resentment acts as a barrier to living a fulfilling life and learn practical strategies for clearing out these negative emotions. Through embracing reality, you'll unlock the key to liberation from perfectionism and resentment, allowing for deeper connections and enhanced well-being in all areas of life.

Don’t Leave a Mess!

Purposeful Planning Institute — Thu, 11 Apr 2024 15:54:07 +0000

This episode explores the pillars of effective communication, strategic planning, and the significance of storytelling. Join as we learn about the importance of communication, reasons why people struggle with planning, and strategies to initiate planning without overwhelming fear. The episode also offers advice on selecting trustworthy advisors and highlights key insights from the host's book. Additionally, it delves into the transformative power of storytelling, particularly in the context of family history. Tune in to gain practical tools for personal and professional growth and discover how to shape a future filled with purpose and possibility.

BIOGRAPHY

Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, is the founder of Trimaran Advisory Group Ltd., a financial advisory firm specializing in business and estate planning. Sandy and her team understand the complexities faced by entrepreneurs and self-employed professionals, considering both family dynamics and economic factors. They prioritize understanding each family's unique values and issues before addressing financial matters. Sandy emphasizes values-based legacy planning, distinguishing between wealth building and wealth management. Certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner, Sandy resides in Ottawa, Canada, with her husband, three children, and their dog, Mia.

Ruling Your Wealth: How to Approach and Understand Key Issues Surrounding Inherited Wealth

Purposeful Planning Institute — Thu, 14 Mar 2024 16:45:20 +0000

Chip Fisher advises on understanding and valuing the origins of family wealth and the associated challenges. He emphasizes building genuine relationships within and outside one's economic peer group, including friends and partners. Fisher stresses the importance of selecting a life partner who comprehends the responsibility of wealth and values you beyond financial status. Additionally, he suggests understanding and relating to parents and siblings, managing tensions, and fostering personal independence and self-worth. Fisher highlights the significance of hobbies, interests, clubs, and third places for personal development and gaining perspective. Overall, his guidance aims at becoming a well-rounded individual with depth and breadth in life experiences.

BIOGRAPHY

Chip Fisher is an independent life consultant to UHNW NextGen’s, helping them navigate key topics which are the foundations of understanding inherited wealth. The discussion of these topics is key to creating a framework to manage one’s perspective on this daunting subject.

Estate Planning as a Doorway to Family Healing

Purposeful Planning Institute — Tue, 27 Feb 2024 15:28:09 +0000

Explore the profound connection between estate planning and family healing in this thought-provoking podcast. Join us as we delve into the significance of estate planning as a catalyst for addressing generational challenges within families. From navigating difficult conversations to fostering healthier relationships across generations, discover how estate planning serves as a doorway to healing familial wounds. Whether you're a baby boomer seeking tools for bridging the gap with younger generations or a professional aiming to integrate family healing into your practice, this podcast offers invaluable insights into leveraging assets and businesses for the greater good of family harmony. Tune in to unlock the transformative potential of estate planning in fostering familial connections and building a legacy of understanding and unity.

BIOGRAPHY

Catherine Hammond is an award-winning attorney, life transition guide, and the author of Hope-less: The truth about hope and where to find it. The experiencing of multiple devastating crises brought her to understand the true nature of hope and dedicate her life to supporting others through the ups and downs of real life. Today Catherine’s primary focus is helping individuals, families, and executive teams navigate challenges and thresholds of all kinds. Mother of two, and “Mimi” to four precious grandchildren, when she’s not spending time with her husband and other loved ones you’ll find Catherine hiking near her Colorado home, traveling, or writing her next book.

Risk, Adventure and the Search for Meaning

Purposeful Planning Institute — Tue, 13 Feb 2024 08:00:00 +0000

John Graham lived a life of risk and adventure—from wars and revolutions to dangerous mountains and sinking ships. But at a certain point—and it began in the war in Vietnam—he began to realize that a life focused just on satisfying his own need for adventure was lacking any real meaning and that emptiness began to torment him. John finally found that meaning in service—in helping people solve tough public problems, in making life better for others. Some of that service has been as a global peacemaker. And much of it has been with his work with the Giraffe Heroes Project, a global movement that moves people to stick their necks out for the common good and gives them tools to succeed.

What John found is available to everyone. It doesn’t matter what your station in life is or the station of your clients. We all face the same challenge. There is no deeper human need and no more powerful yearning than to live a life we know is meaningful. And the most stable, long-term source of that meaning is service.

BIOGRAPHY

John Graham is an author, adventurer, former diplomat and citizen activist. No guru and no saint, he's repeatedly sought the meaning of his life in many places where it wasn't. He finally found the purpose he sought in service—in helping solve significant public problems, and in making life better for other people. Making and implementing this discovery hasn't only brought him enormous satisfaction—it's been the adventure of his life.

For the last 35 years Graham has been a leader of the Giraffe Heroes Project, a global movement inspiring people to stick their necks out to solve public problems and giving them tools to succeed. He’s helped end apartheid in South Africa, avert a major strike in Canada, save what’s left of the Everglades, settle a war in the Sudan, find long-term environmental solutions in the Pacific Northwest and build bridges between the Muslim world and the West.

His books include Outdoor Leadership, Stick Your Neck Out–A Street-smart Guide to Creating Change in Your Community and Beyond, It's Up to Us, and a memoir, Quest: Risk, Adventure, and the Search for Meaning. He’s done TV and radio all over the world. For more information, see johngraham.org

Do You Know What You Own?

Purposeful Planning Institute — Tue, 30 Jan 2024 08:10:00 +0000

How to prepare your personal property of a future estate

Advice from a Professional Organizer and Move Manager

Talking points

Knowing what you own and how current are your appraisals?
Where to begin? What do you emotionally care about? What is something worth?
Legal aspects of distribution - gifts to loved ones, things to sell, things to donate, things to trash

About Our Speaker:

Sonya grew up in New York City where she started her organizing company, Seriatim, in 1999. Proudly dyslexic, Sonya founded her business in order to avoid writing a resume and now, almost two decades later, she and her Seriatim team have earned themselves a reputation as consummate Chaos Whisperers. In 2017, Sonya became the first organizer to be accepted into the Goldman Sachs 10,000 Small Businesses Program. She is currently President of the New York Council of Relocation Professionals (NYCORP). In her spare time, Sonya organizes her husband, three children, and rescue dog, Finn.

The website is www.seriaitm.net

Cultivating Belonging & Trust Through Filmmaking

Purposeful Planning Institute — Mon, 15 Jan 2024 08:30:00 +0000

A conversation about how to create a greater sense of belonging, trust, and empathy within our own families, the families we work with, and the wider community.

Talking points:

--Documentary series "Belonging in the USA: Stories from our Neighbors"

--How filmmaking for families can be an integral part of a legacy plan that seeks to do more than pass along the financial capital,

--How listening is the key.

About Our Speaker:

After receiving a BFA from New York University’s Tisch School of the Arts, Arielle Nóbile, studied directing at Second City Theatre Chicago and then taught at Second City and at the Piven Theatre. In 2005, Arielle founded Legacy Connections Films, using filmmaking as a tool to help families reflect intergenerationally upon their collective heritage, identity, and vision. She has created over 100 personal documentaries for clients, shorts and features, tackling themes including family dynamics, addiction, mental health, class, belonging and connection.

She created a 6-part local public television documentary series in 2010 called Belonging in Boulder: Unexpected Stories from Your Neighbors which won a Hugo Television Award. Arielle was named to the 10 Filmmakers to Watch list by “The Independent” magazine. She is the creator of the Belonging in the USA: Stories from our Neighbors documentary trilogy. The first film in the trilogy, Belonging in the USA: The Story of Michael D. McCarty premiered at the Pan African Film Festival in Los Angeles and won several awards including best documentary at the Border scene festival in New Mexico. It is set to air nationally on PBS in late 2023. Arielle’s TEDx Talk The Simple Act of Listening Can be Revolutionary synthesizes what she has learned in nearly two decades of directing documentaries.

Which Form Should Your Content Take?

Purposeful Planning Institute — Mon, 18 Dec 2023 07:00:00 +0000

Description: There are a myriad of ways to influence your ideal audience. Every coach, consultant,
wealth advisor, or attorney serves their specific clients as well as the wider community of families of
wealth and in business. Many leaders want to expand their influence more broadly. Maybe you have
been told, “You should write a book.” But what if you shouldn’t? What then is best format for reaching
your ideal audience?
In this episode, Melissa Parks and Dave Goetz help leaders think about the best way to package their
content to influence others. Many are the formats for publishing ideas: blogs, whitepapers, short-form
and long-form video, podcasts, audiobooks, traditional books, ebooks only, and online courses. Listeners
will come away with a fresh framework to help them take the next step in publishing their ideas for the
wider world.
Introduction to Our Speakers
Dave Goetz is co-founder of Journey Sixty6 and president of CZ Strategy, a strategic marketing agency.
He is a former magazine and book editor and the author of Death by Suburb: How to Keep the Suburbs
from Killing Your Soul (HarperOne). He is also a passionate fly fisher, podcaster (2 Guys and a River), and
author of The Fly Fisher's Book of Lists: Life is short. Catch more fish.
Dave has coached hundreds of writers and served as editor for books in the area of philanthropy,
leadership, spirituality and religion, legacy memoirs, and business.
Melissa Parks is co-founder of Journey Sixty6 and managing director of publishing at CZ Strategy, a
strategic marketing agency. She is an Instagram expert, having built a large IG following (Megillicutti).
Over the past 25 years, Melissa has coached numerous authors through the publishing journey, from
idea formation to publication. She has also ghostwritten books for thought leaders.
She is a speaker and a writer, contributing to online shelter publications. She and her co-founder, Dave
Goetz, started working together more than twenty years ago at a publishing company. She holds an
M.A. in English Literature from Loyola University Chicago.

Choosing the Right Team

Purposeful Planning Institute — Mon, 20 Nov 2023 07:39:00 +0000

In this episode, we delve into a crucial aspect of philanthropy: choosing the right team of advisors. Join us for a thought-provoking conversation with Richard Marker as we navigate the complexities of selecting the right team for your philanthropic endeavors. Whether you're a seasoned philanthropist or just embarking on your giving journey, this episode provides invaluable insights for making informed choices.

About Our Speaker:

Richard Marker is an internationally recognized “elder” in philanthropy. Currently, he is co-principal of the Institute for Wise Philanthropy, a boutique philanthropy education and strategy firm. He also teaches philanthropists and foundations from around the world at UPenn's High Impact Philanthropy Academy and, previously, at NYU. He has been CEO of two foundations, a board member of numerous others, a family funder, and author. He has lectured in 40 countries and throughout the United States. His writings on "philanthro-ethics" have stimulated new thinking on the intersection of power and social justice in philanthropy practice, and his distinctive strategy model, emphasizing culture over mission, is now used widely.

Meet Our Host:

Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists on their giving journey. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in an intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan. Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she enjoys advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.

Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant and serves as the Co-Dean of Philanthropy for the Purposeful Planning Institute.

Philanthropy is a Team Sport

Purposeful Planning Institute — Mon, 06 Nov 2023 07:30:00 +0000

Janell Turner, a seasoned Senior Philanthropy Advisor at Phila Engaged Giving, will share insights into the dynamic interplay between philanthropy advisors and financial professionals. Discover the essential role philanthropy advisors play in enriching the client-advisor relationship and maximizing the impact of charitable giving. Hosted by Deborah Goldstein, PPI Co-Dean of Philanthropy and Principal at Enlightened Philanthropy, this session delves into the synergy of expertise that occurs when these professionals come together.

About Our Speaker:

Janell is a true champion of inspiring generosity in others, and her expertise makes her a highly sought-after speaker in the realm of trust-based giving, charitable estate planning, and the exciting world where philanthropy and impact investing intersect.

Based at the esteemed Phīla Engaged Giving in Seattle, Janell's professional journey is a testament to her passion. Armed with an array of credentials – including being a Certified Specialist in Planned Giving (CSPG), a Chartered Advisor in Philanthropy (CAP®), and a Certified 21/64 Advisor in multi-generational family philanthropy – she serves as a guiding light for philanthropists seeking to navigate the intricate pathways of giving with a sense of purpose, joy, and informed insight.

Beyond her advisory role, Janell's commitment to making a difference is profound. She has actively participated in various nonprofit boards and has been acknowledged by influential figures. Governor Jan Brewer selected her to contribute her expertise to the Arizona Governor’s Commission on Service and Volunteerism. She also directed efforts at the Arizona Community Foundation and played pivotal roles in planned giving and endowment building for esteemed institutions like Seattle Opera.

A standout highlight is her involvement in the Newark Prisoner Reentry Initiative in 2007, a pioneering program championed by Mayor (now Senator) Cory Booker to curb recidivism and support successful reintegration into society. Her contribution earned recognition from Harvard University's Ash Center for Democratic Governance and Innovation in 2012.

Her rich experiences extend beyond her professional endeavors, as she finds joy in travel, indulging in musical theater and opera, unwinding with a captivating book, and sharing cherished moments with her two sons and a spirited Bichon. She’s especially passionate about her current board service with Horizon House, a unique urban senior-living community located in the heart of downtown Seattle, and Seattle Opera.

Janell is a beacon of inspiration in the realm of philanthropy, infusing warmth, purpose, and dedication into all she does. Her profound impact is a testament to her unwavering commitment to fostering positive change and meaningful connections in the world of giving.

Meet Our Host:

Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant. She has served as the Co-Dean of Philanthropy for the Purposeful Planning Institute and as a Contributing Author for the Planned Giving Design Center.

Preserving Your Legacy

Purposeful Planning Institute — Mon, 23 Oct 2023 06:00:00 +0000

Guest Speaker: Karen Corbitt, Founder, Generational Story

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

Description: Karen Corbitt, Founder of Generational Story, joins us for a conversation on the immense value of recording and preserving personal stories. Capturing your clients' stories not only deepens connections but can serve as a powerful tool for advisors to help clients create lasting legacies.

Introduction to Our Guest Speaker:

Karen Corbitt graduated with MSEE from Stanford University. Karen has always been interested in preserving history and heritage. In 1999, when her husband was suddenly killed in a plane crash, she became more acutely aware of how invaluable it is to capture those memories on video as her children, ages 1-10, grew up with sparse recollections of their father. Generational Story is founded on the principle that capturing the voice, emotion, and personality of an individual is as important as the stories themselves. Making sure these memories stay secure and accessible ensures an individual’s stories will become a timeless treasure for generations to come.

Karen has 5 children and 8 grandchildren and lives in Bellevue, WA.

What Does Love Have to Do with Serving Clients?

Purposeful Planning Institute — Mon, 02 Oct 2023 06:00:00 +0000

Advisors are commonly asked to have a distinct value proposition that they can share with their clients and prospective clients. Most focus on serving the decision-maker(s) in their client families, which prevents them from providing their "whole" value to the clients they serve. In this podcast, Dr. Richard Orlando will share what it means to love one's clients and why this is important to Advisors and the clients they serve.

About Our Guest Speaker

For the past twenty-five years, Dr. Orlando has sat at boardroom tables and kitchen tables alike, advising high and ultra-high net worth client-families—many at the helm of a family enterprise—as well as training thousands of advisors to build upon financial advising to include the qualitative, multigenerational planning needs of their client-families.

Prior to founding Legacy Capitals, Dr. Orlando led Merrill Lynch’s Global Practice Management Consulting Group for fifteen years and served in Merrill’s Family Office. He has been referenced in numerous publications, including The New York Times, Bloomberg Business, and The Wall Street Journal online, among others.

His interdisciplinary background includes computer science, business, and psychology. After earning a Bachelor of Science in computer science and business from St. John’s University, he pursued a career on Wall Street, earning his Series 7 and 63 licenses. Returning to school, he received a master’s degree in counseling/theology from Trinity International University, then a doctorate in family systems from Seton Hall University with a dissertation on wealth management family teams.

Dr. Orlando is an approved instructor for the Investments & Wealth Institute’s Certified Private Wealth Advisor (CPWA) Certification Program, a faculty member of the UHNW Institute, holds a certificate in family wealth advising from the Family Firm Institute, and is certified as a professional coach from the International Coach Federation’s accredited program.

Additionally, he is the author of Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions and Love Your Clients: the tale of the Whole Family Advisor®. Dr. Orlando sits on the board of directors for Urban Hope in Staten Island. Born and raised in New York City, he resides in Bucks County, Pennsylvania, with his wife and children.

Meet Our Host

Melissa Mitchell-Blitch helps families develop skills to navigate decisions, transitions, and conflict related to business and wealth.

She is a former CPA and financial advisor -- who left her career in finance to earn a Master's in Psychology and focus on the "people side" of family business and wealth. She has an empathetic yet direct style, which allows her to work well with a wide variety of people. Her approach is solution-focused.

Melissa is also the author of "In the Company of Family: How to Thrive When Business Is Personal" and Purposeful Planning Institute's Dean of Individual Development.

Lessons From the Ranch - Entrepreneurship and Reclaiming Our Family Stories

Purposeful Planning Institute — Mon, 25 Sep 2023 06:00:00 +0000

Lewis Weil, founder of Money Positive joins us for a conversation on financial planning, entrepreneurship, bringing purposeful planning to the middle class, and lessons from being part of a legacy family that only has its stories left.

Introduction to Our Guest Speaker: Lewis Weil is a molecular biologist-turned-financial planner and restoration ecology practitioner. His focus is on how the things we do today compound and affect our quality of life and the health of the planet in the future. He believes financial security leads to a more vibrant society and that rebuilding habitat is part of our path out of the climate crisis. He is the founder of the financial planning startup Money Positive Cooperative. Lewis lives in Austin Texas with his wife Rae and their cat Pinball.

Appreciative Inquiry: Building on the Strengths of a Family

Purposeful Planning Institute — Mon, 28 Aug 2023 07:00:00 +0000

In this thought-provoking podcast episode, Courtney delves into an innovative organizational change model that challenges our conventional understanding of how change unfolds within families. Through a captivating discussion, Courtney sheds light on the powerful framework of Appreciative Inquiry and explores its potential to reshape our approach to family dynamics.

About Our Speaker:

Courtney Pullen M.A. is the President of The Pullen Consulting Group. He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication and team building.

Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983. He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver. Courtney also spent 17 years as a Senior Consultant with Conversant, a communication and collaboration consulting firm to Fortune 100 Companies.

Pullen has lectured frequently, conducted numerous workshops and been published in the areas of individual and organizational change, behavioral finance, communication and family wealth dynamics. He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute. He is also a graduate of the Newfield coaching program.

He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences.

His primary focus is as a consultant to financial services firms and affluent families. He recently published Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. He is also on CPWA faculty at the University of Chicago Booth School of Business.

Why Conversations About Death Matter

Purposeful Planning Institute — Mon, 21 Aug 2023 06:00:00 +0000

Lori LoCicero and Lisa Pahl are the creators of The Death Deck, a card game that explores
death and dying using multiple-choice questions and a dose of humor. The two describe their
personal and professional experiences that led them to create a tool to open end-of-life
conversations. They share why conversations about end-of-life preferences can be just as
important as the paperwork. Lisa and Lori provide tools participants can use to engage their
clients in these meaningful conversations.

Introduction to Our Speakers:

Lisa Pahl is co-creator of The Death Deck, a lively and humorous card game that inspires
meaningful conversations on what matters most in our lives and in our deaths. As a Licensed
Clinical Social Worker with over fifteen years of experience in hospice and emergency medicine,
Lisa helps people cope with illness, dying, and grief. With a passionate belief that peace at the
end begins with meaningful conversations over time, Lisa engages people in talking about and
preparing for this important stage of life.

Lori LoCicero is a freelance writer and co-creator of The Death Deck. A creative storyteller and
eternal optimist, Lori combines her personal stories of loss with her innate sense of humor to
write about life and talk about death. She has written and directed independent films,
documentaries, and a variety of live gala events. Her upcoming memoir offers readers an intimate
look at loss and her discovery of post-traumatic growth and was the catalyst for creating The
Death Deck.

You can find out more about Lisa, Lori, and The Death Deck at thedeathdeck.com.

How Philanthropy Advice Unlocks Giving

Purposeful Planning Institute — Mon, 14 Aug 2023 08:00:00 +0000

Emma shares insights from interviewing philanthropy advisors from 15 countries for her new book, Advising Philanthropists: Principles and Practice, which she co-authored with Dr. Beth Breeze. She explains that how and why advisors practice is as important as what they do.

About Our Speaker

Emma Beeston is an independent philanthropy advisor to philanthropists, families and foundations. Her advice guides donors from exploring their values through to implementing their giving to achieve their philanthropic goals. Emma specialises in supporting those new to philanthropy and facilitating multigenerational giving. Prior to her current role, Emma worked for grant-making organisations including BBC Children in Need, Lloyds Bank Foundation and Comic Relief. Emma co-created with Beth Breeze the Advising Donors module for the Philanthropic Studies master’s degree programme at the University of Kent. She is also a lecturer on the Philanthropy, Grantmaking and Social Investment master’s degree programme at Bayes Business School and a trainer with the Association of Charitable Foundations. She wants philanthropy to be accessible to all and is co- founder of a giving circle, Bath Women’s Fund.

PPP Episode 8: Adapt, Change, or Disappear

Purposeful Planning Institute — Mon, 31 Jul 2023 06:00:00 +0000

In this episode, we sit down with industry experts Gretchen Figge and David York to discuss one of the most critical yet overlooked elements in wealth planning for high-net-worth clients. Join us as we explore how understanding this missing piece is crucial to meeting the unique needs of an affluent clientele.

They will introduce us to a cutting-edge tool designed specifically for advisors and consultants. This innovative resource empowers professionals to ensure that the "Why" and "Who" of planning take the lead in driving the "What" and "How." By leveraging this tool, advisors can deepen their understanding of clients' values and motivations, aligning their financial plans accordingly.

Introduction to Our Speaker(s):

Gretchen Figge is the CEO for COREnology. She oversees the company's sales and operations. She is very excited about the development of COREnology's software and can't wait to share it with the industry.

Gretchen Figge is most known for her entrepreneurial spirit, which shows itself in both business and her personal relationships. After a few years of working in the corporate world, she started her first company, Elf Works, Inc., in 2002, which specializes in helping other companies grow. After a successful first two years, she hired her husband, who is now her business partner. Over the years, she has had the opportunity to not only start several additional businesses but also become an investor in others. She has also consulted with many entrepreneurs and provided them guidance in starting their own companies.

Gretchen loves to support those in the process of growth, as such, she has seen great organizational success and growth as she has served on the boards of both professional organizations and non-profits.

Gretchen graduated from the University of Utah with a bachelor’s degree in political science. She later had the rare opportunity to attend and graduate from the Goldman Sachs Small Business Program and is still an active alumna. She is also an ACC ICF credentialled coach and a licensed General Contractor.

When she's not working, Gretchen is likely enjoying time with her husband and 13-year-old son, cooking for friends, or watching sci-fi shows.

David R. York is an Attorney, Certified Public Accountant, and Managing Partner with the Salt Lake City law firm of York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute. David has extensive experience in designing and implementing advanced wealth planning strategies for high net worth clients. David has spoken to hundreds of public groups and professional organizations, including the TedXSaltLakeCity, Q Commons, the Hawaii Tax Institute, the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, the Southeastern Family Office Forum, and the Million Dollar Roundtable.

He is the co-author of three books, Entrusted: Building a Legacy That Lasts and Riveted: 44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon, and author of The Gift of Lift. He also created the game Experience RivetsTM, which helps individuals, families, and businesses identify their unique and shared core values to assist them with holistic wealth transfer, effective estate planning, and team building. He has also written for Trusts & Estates Magazine, Estate Planning Magazine, and Investments and Wealth Monitor. In 2017, YHG was recognized as an Inc. 5000 Company.

David currently serves on the Board of Directors of Holding Out HELP and Healing Nations. He lives in the Salt Lake City, Utah area with his wife, Mindy, and their five children, Emma, John, Samuel, Hudson, and Avery. He enjoys biking, skiing, softball, writing, and photography.

Maximizing Charitable Impact: Navigating the World of Community Foundations and Donor Choices

Purposeful Planning Institute — Mon, 17 Jul 2023 06:00:00 +0000

Join us as we delve into the world of community foundations and donor choices in order to maximize charitable impact. Our esteemed guest speakers, Richard "Rick" Peck, an independent philanthropy advisor and founder of The Philanthropy Guy, and Vanessa Denney, Director of Philanthropic Services at the Omaha Community Foundation, bring their extensive expertise to the conversation. Together with host John A. Warnick, Esq., Founder of the Purposeful Planning Institute, they discuss the history of community foundations, highlight the unique aspects that differentiate them from private foundations and commercial donor-advised funds, and explore how community foundation staff collaborates with donors and professional advisors to make a meaningful impact. Gain insights into typical donor profiles and discover the various types of assets that can be donated. Don't miss this engaging episode that equips you with the knowledge to navigate the world of community foundations and make a difference in your philanthropic journey.

About Our Guest Speakers:

Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book. Rick’s depth of expertise includes 18 years in philanthropy, most recently as VP of Development and Philanthropy Services for the New Hampshire Charitable Foundation, as well as philanthropy leadership roles with Dartmouth Health, The Geisel School of Medicine at Dartmouth College, and Dartmouth College. He holds key roles in a variety of national fundraising associations, including as incoming president of the board of directors for the International Association of Advisors in Philanthropy (AiP). Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.

Vanessa Denney is the Director of Philanthropic Services at the Omaha Community Foundation, joining in January 2020 after serving in both the government and nonprofit sectors in Omaha. She and her team partner with foundations and their advisor teams to further their philanthropic missions. Vanessa is a graduate of the University of Nebraska at Omaha with a Master of Arts in Critical and Creative Thinking. She earned her Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services and is a 21/64 Certified Advisor, enhancing her effectiveness when working with philanthropic individuals and families.

Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others

Purposeful Planning Institute — Mon, 03 Jul 2023 06:00:00 +0000

In this episode, Coventry Edwards-Pitt will share takeaways from her new book, Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others on how they have navigated love and family wealth and forged their own joint path. After conducting 50+ interviews over two years, Covie was blown away by the perspective of young people who are rarely asked for their views by an industry that is employed largely by their parents’ generation. Engaged, the first book to focus exclusively on the experience of inheritors and their significant others – shines a lens on the perspective of the inheriting generation and allows us to understand how their lives have been impacted by the wealth advising strategies we so routinely recommend. Their insights upend a number of our industry’s norms and call on us to look within to assess what it really means to do right by our clients.

Meet Our Host

Dr. Jamie Traeger-Muney is the founder of the Wealth Legacy Group, a firm specializing in the emotional impact of wealth on inheritors, women, and couples. She works with multi-generational families, helping them to concretize their values, develop a vision for their future, and create sound governance structures.

Jamie’s personal experience as a second generation owner of a family business and board member of her family foundation, combined with her theoretical and practical expertise in wealth psychology, has given her a unique sensitivity to issues surrounding the inter-generational family dynamics of affluence.

Based on research done with 4th generation family enterprises, she co-authored, Social Impact in 100-Year Family Businesses: How Family Values Drive Sustainability through Philanthropy, Impact Investing, and CSR as well as part of Borrowed From Your Grandchildren. Jamie also contributed a chapter to Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors. She is currently researching Financially Diverse couples, a topic that while becoming increasingly common, has yet to be clinically studied.

Jamie has the distinction of being the first psychologist to be hired as an employee of a bank, to work with their clients (2007). She worked as a Family Wealth Consultant for Wells Fargo’s Family Wealth Group, a multi-family office platform serving families with $50 million and above in investable assets.

Jamie has been married for 30 years and has two children.

About Our Guest Speaker:

Coventry Edwards-Pitt, CFA, CFP®, is the Chief Creative Officer at Ballentine Partners, a firm that specializes in providing investment and wealth management advice to wealthy families and entrepreneurs. She is responsible for thought leadership for the firm. She began her career at Goldman Sachs after graduating from Harvard University.

Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others is the third book in Covie’s Healthy, Wealthy & Wise series. The first, Raised Healthy, Wealthy & Wise (2014), focuses on helping parents to raise grounded children amid wealth, and the second, Aged Healthy, Wealthy & Wise (2017), centers on how to design a vibrant later life and legacy. Covie’s books live at the intersection of heart and wealth and share positive success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives.

Covie has spoken on the books at over 150 events for wealth-owning families and their advisors and consults to individuals about how to implement the books’ best practices in their own families. She lives in the Boston area with her husband and daughter.

The Next Generation: Planning the Future

Purposeful Planning Institute — Mon, 26 Jun 2023 06:00:00 +0000

Dr. Fowler started doing mediation with families in business in 1983 when in a client family
he was working with, the parents had recently died, the excellent estate plan was then active, and the
siblings or cousins were in conflict and did not support the estate plan design. Because of this, Dean
shifted his work to make sure that the successor generation had a critical role in the design of the estate
plan to support their own vision for the future. Join us to hear some of the lessons learned and get a
glimpse into The Family Navigator, a family business assessment tool used to support successful,
intergenerational transitions.

About Our Speaker: Dean R. Fowler, Ph.D., is recognized as one of the world’s leading family business
advisors. For forty years he has served hundreds of families-in-businesses and facilitated Forums for
Family Business™ – peer advisory boards. The Family Firm Institute honored him with the prestigious
Award for Interdisciplinary Achievement. He is the author of several books including "Love, Power, and
Money", "Proactive Family Business Successors", and "Family Business Success Factors", and his essays
appear in both editions of "The Wisdom of Wealth." Through his international research, he developed
an assessment process - The Family Navigator - completed by the entire family and its advisors to
measure twelve competencies for successful intergenerational transitions.

Family Rituals and Practices that Set the Stage for Discussions of Enoughness, Generosity, and Purpose at an Early Age

Purposeful Planning Institute — Mon, 19 Jun 2023 15:32:46 +0000

Learn a few simple rituals and practices that encourage young people to be generous, explore purpose and passion, and even begin to understand their place in the world. These practices allow young people to pair the power of questioning with the power of giving. It offers them a safe space to explore big ideas such as, “Am I enough?” “What is enough?” and lets them know that adults are interested in what they have to say.

About Our Speaker:

Sue Schwartzman has over two decades of experience working with high- net worth individuals, families, and teens, to systematically and strategically engage in philanthropy and volunteerism and to navigate and communicate about money and values.

Sue recently co-authored her first children’s book, Two Measly Spots!- a children’s book so delightfully adventurous and vibrantly animated on a topic important for all of us to explore: what does enough mean? What is enough? What is the allure of more? Sue is on a quest to support people in determining their own “enoughness”.

Sue pioneered one of the most esteemed teen philanthropy programs internationally. Her work is responsible for training more than 900 teenagers who have raised over $10 Million for an array of non-profits. She also developed a Seventh Grade Philanthropy Curriculum still used to foster giving and civic engagement in middle school-aged kids.

With a Masters of Education from Stanford University, Sue takes a distinct learn-by-doing approach to philanthropy that is informed by her decades-long teaching of hundreds of kids and young adults. She is passionate about connecting with youth and millennials alike, and is an acclaimed speaker and facilitator.

Her work has also been featured in The San Francisco Chronicle, Investor’s Business Daily, The Atlantic Philanthropies, The Chronicle of Philanthropy, Chicago Tribune and Times of Israel.

A CAP (Chartered Advisor in Philanthropy), A 21/64-certified multigenerational family trainer, speaker, and advisor, Sue is a master at giving voice to all generations around the family philanthropy table, and at connecting family members in new and lasting ways. Learn more at www.SchwartzmanAdvising.com or reach Sue at Sue@SchwartzmanAdvising.com.

Uncovering Client Personality: More Than A “Type”

Purposeful Planning Institute — Wed, 24 May 2023 02:00:00 +0000

Delve into the fascinating realm of understanding client personalities and their influence on financial decisions. In this session, we explore how personality traits can accurately predict saving, spending, and investing behaviors, enabling you to anticipate your clients' future actions and enhance your advisory skills. Learn about a variety of methods to measure personality, including observations, structured interviews, and tests that can provide valuable insights and uncover the unique characteristics of your clients, enriching your dialogue with them about money-related experiences and beliefs.

About Our Speaker: Sarah Stanley Fallaw, Ph.D. is the co-author of The Next Millionaire Next Door and the founder of DataPoints. She works with firms around the world to help them understand their clients’ personalities. Sarah received her Ph.D. in Applied Psychology from the University of Georgia in 2003.

Using the KMSI-R in Financial Coaching

Purposeful Planning Institute — Wed, 24 May 2023 02:00:00 +0000

Maggie Klokkenga, CFP®, CPA shares how she utilizes the Klontz Money Script Inventory (KMSI-R) assessment with her clients in her financial coaching practice. She also introduces us to a tool that helps her clients practice the money scripts that they want, serving their current and future selves.

About Our Speaker: Maggie Klokkenga is a CFP® professional and CPA who has worked for almost 25 years in the financial services industry. She has developed tools and understanding to help clients create the financial life they have always dreamed of.

Lessons Learned in a Decade Working with the Next Generation

Purposeful Planning Institute — Mon, 15 May 2023 07:00:00 +0000

What does “educating and empowering the next generation” really entail? Hear stories and best practices collected from work with hundreds of members of the rising generation and their families, from values and mindset to education and governance.

About Our Speaker

Whitney has been working with multi-generational families since 2012 on topics ranging from wealth purpose, philanthropy, financial literacy, entrepreneurship, effective communication, relationships and prenups, and more. She is the Managing Director of Governance, Education, and Philanthropy at Cresset Capital and is the Founder of Launch Generation, experiential learning programs for teens.

Building Stronger Family Relationships Through Clean Language

Purposeful Planning Institute — Mon, 01 May 2023 06:00:00 +0000

In this episode, we explore the power of “clean language” in improving communication and avoiding conflicts within families. Emily and Melissa provide practical tips and insights on how to intentionally use jargon-free, simple, and clear language to enhance communication between family members. By learning how to communicate effectively, and differentiate between observations and facts, you can build trust and create a more positive environment for complex decision-making. Join us on this journey to better communication and stronger family relationships.

About Our Speaker

A specialist in family dynamics, Emily Bouchard focuses on the emotional impact of wealth on estate and financial planning. Backed by her extensive experience, she fosters better communication and leadership skills to help multigenerational families successfully transition their businesses, assets and values.

About Our Host

Melissa Mitchell-Blitch helps family members develop skills to navigate decisions, transitions, and conflict related to business and wealth. She is the author of "In the Company of Family: How to Thrive When Business IS Personal" and serves as Dean of Individual Development for the Purposeful Planning Institute.

Inspired Wealth: Financial Leadership for the 21st Century

Purposeful Planning Institute — Mon, 24 Apr 2023 07:00:00 +0000

Today we’re discussing ways to guide families through the unique opportunities and challenges they face in the areas of inter-generational wealth transfer, business succession planning, estate planning and philanthropy. Aileen is co-author of Inspired Wealth, Financial Leadership for the 21st Century, a book that serves as a guide for making critical life choices about money to create a fulfilling life.

About Our Speaker

Aileen Miziolek brings a multi-disciplined and integrated approach to her work, including 20 years of experience in complex financial and estate planning for business-owning families. She holds the Certified Financial Planner (CFP), Family Enterprise Advisor (FEA), Certified Coach (ACC), and Organization and Relationship Systems Coaching (ORSC) designations.

Leveraging this unique blend of knowledge and professional experience, Aileen is a tremendous resource to the families she works with. She helps families design and implement strategies and processes that help them flourish across generations, both from a commercial and a relationship perspective. Her clients span various industries, including manufacturing, agriculture, food service, real estate, land development and property management.

Aileen is particularly passionate about working with siblings to overcome relationship challenges and help them become good business partners. She often finds herself coaching them through conflict and relationship barriers and helps siblings learn to “gel together” as a team. Through her work, she has found that many families fall into communication patterns that undermine their relationships and business goals. Aileen’s focus on coaching the family as a system is highly engaging and provides the understanding, tools, and skills necessary to manage conflict, rebuild trust, and have difficult conversations in new ways.

Her family business roots stem from a family history in farming. As a young entrepreneur, she launched her first start-up with new venture capital at the age of 25 and sold her first business a few years later. She then became a District Manager for The Canadian Federation of Independent Business, where she saw the need for specialized planning for family business. Aileen has been involved with several businesses since then and has had many interesting and also some challenging life experiences that have instilled in her a sense of resilience, gratitude, and hope, which she generously shares with the families she works with.

The Invisible Structures of the Family Office

Purposeful Planning Institute — Mon, 17 Apr 2023 07:00:00 +0000

Today we are talking about the invisible structures that support family offices. We’ll uncover ways in which we can create more transparency and alignment between the family and the family office to build more trust and support the development of human and family capital.

About Our Speaker

An entrepreneur at heart, Kirby was born into a complex enterprising family and is the founder, innovator, and driver of Tamarind Partners who knows firsthand the critical needs of owners. She is an industry thought leader, world-renowned speaker, lauded author, and trusted advisor to family owners and their family office executives and advisors.

Kirby is the Dean of Family Offices for the Purposeful Planning Institute.

Helping Clients Plan for Solo Aging

Purposeful Planning Institute — Mon, 27 Mar 2023 07:25:13 +0000

Planning for the long term is unsettling because growing older is stacked with complexities and risks. Growing older is unfamiliar territory for most. People of all ages can anticipate the challenges of life leading up to and beyond retirement. The value of starting early, before one faces a crisis, will equip adults/clients with knowledge and insight, preparing them more comprehensively to navigate and move forward. This process will equip them to take advantage of more opportunities that life has in store.

About Our Speaker

Carol Marak got the wake-up call while helping to care for her parents. It raised the question: Who would help to care for her when she grew older? Unlike her parents, Carol was divorced and childless, lived alone in a suburb, and had little savings. She learned through caregiving the massive effort it involved, and that care could someday be needed for her—only she would not have family nearby to step up to the challenge.

From that experience, she wrote, SOLO AND SMART: The Roadmap for a Supportive and Secure Future. Carol founded the Elder Orphan Facebook Group, which launched in 2016. She also mentors and teaches others about the strategies that her book discusses.

Bonds of Human Trust: Tips from Research on Relationships for Management, Consulting, and Advising

Purposeful Planning Institute — Thu, 16 Mar 2023 07:39:13 +0000

Building trusting relationships and healthy human capital have tremendous benefits, yet at times people we work with seem unpredictable, challenging to understand or to engage with. This presentation will translate findings from one of the most long standing clinical and research areas on human relationships -- human attachment theory - to management, consulting, and advising practices. In addition, we will share summaries of significant attachment-based research in this area applied directly to wealth management, financial planning, and generational wealth transitions. Applied ideas, tools, and assessment strategies will be discussed.

About Our Speakers:

Charles Eckhart, PhD, is a psychologist in private practice in Santa Barbara, CA, and a founder of Cathexis Group, a relational consulting firm. He has also held numerous teaching and administrative roles training clinical psychology doctoral students and is currently a visiting professor at a psychoanalytic institute. His expertise in wealth consulting lies in working with rising generation members to understand their unique complex stories and meanings related to wealth, and to support wealth transfer, family governance practices, family vision, and mutual understanding in families.

Oksana Yakushko, PhD, is a psychologist and psychoanalyst in practice in Santa Barbara, CA, and a founder of Cathexis Group, a relational consulting firm. She has had a long-standing research and teaching career at both Research I and private academic institutions. In addition to individual and group psychology, her areas of expertise focus on interactive aspects of global, cultural, and personal experiences related to experiences at work and relationships.

Connecting Family Philanthropists Across Generations

Purposeful Planning Institute — Fri, 27 Jan 2023 16:08:00 +0000

There’s a danger in making generalizations about any group of people, however, this podcast aims to share trends within the “NextGen” (Millennials and Gen z) demographic and to offer some tips on how to bridge the generation gap between the old(er) and young around philanthropic giving. This is for parents who are looking to incorporate in their adult children in a cohesive family philanthropy program and for professional advisors in financial or legal service who are looking for ways to have the conversation.

It’s crucial that if multi-generational philanthropy is to be successful, we must know how to connect with each other effectively in order to harness our passion and resources, for this is the only way to make a true impact on the issues that animate us.

Guest Speaker:

Stephanie Ellis-Smith is a Chartered Advisor in Philanthropy (CAP) and has nearly 30 years experience in leading and advising high-impact individuals and organizations. She works with ultra-high net wealth and high-profile individuals and families, foundations, and corporations to enhance their giving in light of their goals and incorporate best practices in the field. Stephanie has served in multiple capacities in the social sector. She has been a non-profit founder and CEO twice, the COO of a tech-platformed B-Corp focused on employee engagement, and a foundation and non-profit trustee.

She is a co-founder of Giving Gap (formerly Give Blck) and the founder and former Executive Director of the Central District Forum for Arts & Ideas (CD Forum), an organization that presents and produces lectures, readings, and performing arts events rooted in African-American culture. Prior to the CD Forum, she worked with the Jacob Lawrence Catalogue Raisonné Project, a prestigious endeavor that located, catalogued, re-photographed, and published the entire 1,100 work oeuvre of the artist in a two-volume publication.

Stephanie has a BA from UCLA and has served on numerous boards and commissions including the Washington State Arts Commission, appointed by Governor Gary Locke; the Seattle Arts Commission, appointed by Mayor Greg Nickels; and the Central Waterfront Committee, appointed by Mayor Ed Murray. She currently serves on the Seattle Art Museum’s Museum Development Authority Board (appointed by Mayor Jenny Durkan) and is on the board of the National Center for Family Philanthropy. She was appointed a Dean of Philanthropy in 2022 by The Purposeful Planning Institute. She has two young-adult children and lives in Seattle with her husband and a silly Doberman named Heidi.

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

What is “Family Stewardship” & Why Does it Matter to Clients & Advisors?

Purposeful Planning Institute — Wed, 18 Jan 2023 13:41:00 +0000

In one of the three keynotes for our 2nd Annual Virtual Purposeful Planning Symposium, Thomasina Williams will address how to incorporate “family stewardship” into the purposeful planning equation. We preview that session in this episode, by exploring with Thomasina a definition of what constitutes “family stewardship” and why it matters both to clients and to advisors.

What is “family stewardship”?
What role does “family stewardship” play in furthering the goals of client families?
How does a focus on cultivating “family stewardship” support the business goals of family advisors?

Join us for a lively discussion of answers to these key questions.

Guest Speaker:

Thomasina Williams is the founder of Sankofa Legacy Advisors, which uses a leadership development approach to help families navigate the unique opportunities and challenges of combining family and wealth, so they can build transgenerational legacies of success. She is also the creator of The FEW: Family Enterprise Women™, a leadership development experience for women in enterprising families that incorporates training, coaching, and community.

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

How Powerful Are Your Questions?

Purposeful Planning Institute — Wed, 18 Jan 2023 13:36:00 +0000

The New Year is a point of reflection and often a time to pencil in a few resolutions. What if the New Year was a trigger to instead consider the power of the questions you ask and how they might help you achieve your goals? This podcast explores the power of framing questions, the implications of problem-framed versus outcome-framed questions, and ways to apply this to your own professional growth or that of your client. The podcast reflects on the power of intentional dialogue when it comes to creating a shift or a change in responding to these types of questions.

Speaker Bios

Ian McDermott

Ian is Founder and Chief Executive of International Teaching Seminars (ITS). For the last 30 years the mission of ITS has been to give individuals, firms and families the skills to innovate their own solutions.

Based in the US (Connecticut) and the UK (London), Ian is an acknowledged thought leader. A widely published authority he has written fifteen books that have been translated into over twenty languages including 'The Collaborative Leader: The Ultimate Leadership Challenge'.

In the UK he is an Honorary Fellow of Exeter University Business School and External Faculty at Henley Business School. In 2020 he accepted the position of Professor of Practice at SOAS, University of London to foster innovation and collaborative leadership.

Ian McDermott is Dean of Innovation & Learning for the Purposeful Planning Institute.

Kirby Rosplock

An entrepreneur at heart, Kirby was born into a complex enterprising family and is the founder, innovator, and driver of Tamarind Partners who knows first hand the critical needs of owners. She is an industry thought leader, world-renowned speaker, lauded author, and trusted advisor to family owners and their family office executives and advisors.

Kirby is the Dean of Family Offices for the Purposeful Planning Institute.

The Purposeful Planning Revolution

Purposeful Planning Institute — Fri, 23 Dec 2022 15:08:00 +0000

The inaugural episode of the Purposeful Planning Podcast. In this episode, John A. Warnick, Founder of the Purposeful Planning Institute, shares the secrets of Purposeful Trusts & Legacies, an exciting and revolutionary concept which is transforming the way we work with clients.

Purposeful Planning integrates best practices from legacy, relational, and philanthropic domains into design, drafting, and implementation to provide tax-efficient, asset protective, and legally effective plans that promote healthy, flourishing families.

Learn how Purposeful Planning can provide you with a pathway to discovering how to help your clients create more meaningful and sustainable legacies.

Speaker

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 almost 500 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.