October 11th at Noon ET / 11:00am CT (60 minutes)
Guest Speaker: Rodney C. Zeeb, JD, HDP™, Founder and CEO of The Heritage Institute
Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute
Professionals spend a lot of time talking about developing family decision-making, family governance, and educating the rising generations. But, without the successful transfer of leadership from generation to generation, those things won’t be effectively implemented.
Introduction to Our Guest Speaker
Rod has over three decades of experience in estate planning, charitable planning, and heritage design and is recognized internationally for his contributions to the field. Among the major national conferences and events Rod has spoken to are Pershing’s INSITE Conference, MDRT, NAIFA, AFP, Kingdom Advisors, National Network of Estate Planning Attorneys, Securities Industries and Financial Markets Associations (SIFMA ), NAPFA Advanced Planners/Larger Firm Initiative, United Way of America National de Tocqueville Conference, AFP, FPA (national and regional groups), International Association of Advisors in Philanthropy, and many others.
Rod typically receives the highest speaker evaluations. Rod has been quoted in The Wall Street Journal, The Christian Science Monitor, Dow Jones News, Macleans Magazine (including international editions), Wealth Collection Magazine, Financial Advisor Magazine, Wealth Manager Magazine, Inside Information, Boomer Magazine, Investment News, Research Magazine, and many other print and online publications.
Rod is also author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, and co-author of the novel What Matters.
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