Latest Past Events

Your Client’s Final Celebration – Things You Can Do Now To Be Prepared

Dr. Keith Whitaker, President of Wise Counsel Research

If your principal died last night without a funeral plan, what would you be doing today? Jeff Lambert, former family office executive, will walk through a case study of the planning he co-lead for his former G1 principals that spanned nearly nine years. This planning and effective execution led to very grateful family members at a time of deep personal loss.

The No Rubber Stamps Dad’s Club: Meaningful Conversations with Your Daughter’s Fiancé

Dr. Keith Whitaker, President of Wise Counsel Research

Jason Dodd has been invited to share his process of a deep “marathon” conversation covering a wide range of topics typically avoided when dads give a rubber stamp to a marital request. Jason will share his direct, thoughtful, transparent, and sensitive approach to having this conversation and how he and a group of dads came together to support one another about having more purposeful conversations with those seeking to marry their daughters.

Purposeful Planning Institute Town Hall

Dr. Keith Whitaker, President of Wise Counsel Research

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.