January 10th at Noon ET / 11:00am CT (60 minutes)
Speaker: John A. Warnick, Esq., Founder, Purposeful Planning Institute
Join us on Tuesday, January 10th at Noon ET for a Purposeful Planning Institute Town Hall. PPI members are invited to login and actively participate in a discussion around the exciting new changes we’ll be implementing in the new year.
For over a decade the Purposeful Planning Institute has been an industry leader and pioneer in this space. And we’ve grown and evolved with the guidance of our community. We plan to honor that tradition and want to hear from you! Join us to provide input on what PPI means to you and what you hope to gain from your membership.
Together we’ll create an even more vibrant and engaged community that delivers the cutting-edge tools, resources, and thought leadership you need to transform your practice and help your clients navigate the challenges of wealth and well-being.
We’ll also preview some exciting new changes to the programs and content we are offering in 2023 and beyond!
Introduction to Our Guest Speaker
John “John A” Warnick, Founder of the Purposeful Planning Institute, Fellow of the American College of Trust & Estate Counsel and author of the Purposeful Trust & Legacies Handbook
John A. Warnick, who family, friends and clients know as “John A”, describes himself as a “recovering tax attorney.” After practicing for thirty years as a tax and legal advisor to wealthy families, he left the large law firm he was a partner in to pursue his passion of assisting clients transition their wealth more purposefully. He works with clients, and their team of advisors, to ensure that the impact of their technical planning will be a positive force in the lives of the rising generations of their family. His blog, Seedlings, provides suggestions on powerful but easy ways in which we can create non-financial legacies for our families and communities. John A has been on what he describes as the path to Purposeful Planning Mastery for almost twenty years. There are many technical and professional mentors he is indebted to. But he is quick to point out “my greatest teachers have been my clients. It is through them I discovered the secrets for producing not just tax-wise plans but plans that promote family harmony, individual growth and long-term preservation of family wealth.”
Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel. He has served as the Philanthropic Editor of the Journal of Practical Estate Planning and serves on the Carter Center Philanthropy Council and the Multidisciplinary Teaming and Professional Collaboration Committee of the National Association of Estate Planners and Councils. His most recent publications include “Generative Trusts & Trustees: A New Paradigm for Design and Administration”, “Innovate or Die”, and “Selecting a Trust Situs in the 21st Century”. Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.
Member & Guest Webinar Access
Member Webinar Access
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