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.
