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Five Modes of Storytelling to Help Clients Share Their Values

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Guest Speakers:  Jamie Yuenger, Principal and Founder of StoryKeep and Susan Turnbull, Founder and Principal of Personal Legacy Advisors

Host: Ian McDermott, Founder and Chief Executive of International Teaching Seminars (ITS), PPI Dean of Innovation & Learning

Description:  Join us for a clear and colorful presentation about the options available to your clients for documenting and passing on their family stories and values. Jamie Yuenger and Susan Turnbull share video, audio and written examples of real-life legacy projects. They outline the pros and cons of those methods and give you a good sense for process, investment and final products and outcomes.  

Introduction to Our Guest Speakers

Susan Turnbull is founder and Principal of Personal Legacy Advisors. A former journalist, she is internationally known for presentations, materials and services that provide a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. She the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, creator of Life Legacy Cards and the Life Legacy Conversations Tool, all designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions.

Jamie Yuenger is the principal and founder of StoryKeep, a firm that specializes in creating films and private podcasts for families and enterprises. Jamie’s team of ten producers has worked with over 70 families on over 80 projects. Her work merges state-of-the-art media making with personal history. Her unique approach has received accolades from Worth Magazine, Forbes.com, Modern Luxury, CNBC, Crain’s NY Business, the Connecticut Post, and more. Jamie lives in Netherlands with her Dutch husband and daughter. Aside from legacy work, Jamie loves to cook, dance and hike. You can see her company’s work at www.storykeep.com

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March 1

@ 12:00 pm

1:00 pm