Loading Events

« All Events

Preserving Your Clients Legacies Through Ethical Wills

Rate This Session

Tuesday, April 5th at Noon ET / 11:00am CT (60 minutes)

Guest Speaker: Nancy Sharp, Speaker, Trainer, Author, Story Muse

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

Description: Learn about the time-honored tradition of Ethical Wills, and how this non-binding document (and supporting items) offers clients a rewarding opportunity to convey their insights, wisdom, history, and values to loved ones and stakeholders. Such legacy materials are often used to clarify traditional estate planning documents, therefore lessening potential conflicts. Engaging with clients in conversations about their legacy demonstrates real understanding of who they are as individuals and what matters most to them.

Introduction to Our Guest Speaker

Nancy Sharp is an award-winning author, speaker, trainer and storytelling coach focused on resilience. Her signature programs are ideal for conferences and retreats, and appeal to advisors and firms along with their clients. Nancy draws on her unforgettable story–along with proven research and customized, practical tools and storytelling techniques—to help people leave their mark on the page, often as a legacy for loved ones. Select clients include New York Life Insurance Company, Eagle Strategies, Lincoln Financial, Financial Independence Group, Dallas Bar Association, Rose Community Foundation, and numerous other businesses and groups. Nancy authored the memoir Both Sides Now: A True Story of Love, Loss, and Bold Living and the children’s book Because the Sky is Everywhere and has been published in The New York Times and numerous anthologies. She holds an MFA in Creative Nonfiction from Goucher College and teaches classes on Guided Autobiography and Ethical Wills to students nationwide. Learn more at nancysharp.net.

Member & Guest Webinar Access 

Member Webinar Access
PPI Members are not required to pre-register for our weekly webinars. Simply sign-in here and come back to this page to access your login credentials for this session. Members will also automatically receive an email with their login credentials and any program materials the speaker has made available prior to each webinar.

Guest Webinar Access
Not a member? We invite you to join us as a guest for an upcoming webinar to experience the value our programs provide. Simply fill out the form below to request guest access. You are welcome to join us for this webinar at no cost and with no obligation to join. However, we limit guest access to three webinars. We invite you to become a member today to gain access to all live and archived webinars.

 

 

 

 

April 5

@ 12:00 pm

1:00 pm

EDT