The planning world is evolving rapidly as a result of the keys and paradigms of Purposeful Planning. Both Purposeful and Legacy Planning are transforming and expanding the worlds of financial and estate planning. We will bring thought leaders to share ways in which we can assist clients discover greater purpose and meaning for their money and financial resources. We will also be discussing the benefits of Purposeful Legacies, Ethical Wills, Priceless Conversations, Legacy Letters, Personal Memoirs, Life and Family Histories, Values Clarifications and Discovery.
