Purposeful Trusts & Legacies Mastery Program
Turbocharge Your Practice by Mastering the Keys of Purposeful Trusts & Legacies
2021 Program Starts January 21st
Join Now for Only $495
12 Monthly Lessons + 11 Hours of CLE/CPE*
Listen, learn and engage with fellow Mastery Candidates in interactive webinars as John "John A" Warnick, Esq. shares the Keys of Purposeful Trusts & Legacies.
Class Workbook
Receive 130+ pages of exercises, samples and other materials designed to help you master the Keys of Purposeful Trusts & Legacies & put your purposeful practice in motion.
Office Hours
One-on-one or group discussion available. John A will review materials you've prepared and offer suggestions.
*This program is pending accreditation for 11 hours of Continuing Education through the Certified Financial Planner Board of Standards, Inc. and Continuing Legal Education through the State of Colorado Supreme Court Office of Continuing Legal and Judicial Education.
Who Should Participate?
The Purposeful Trusts & Gifts Mastery Program is designed for Estate Planning Attorneys, CFPs, Planned Giving Professionals, Trustees, and Wealth Planning Strategists who want to assist their clients in creating Purposeful Trusts & Legacies.
Lesson Plan
01
The Key of Capturing Our Client's Voice and Vision -- Overcoming What Clients Hate About Their Estate Planning Documents (Sterility and Legalese) While Still Honoring the Documents' Legal Integrity
02
The Key of Unleashing & Capturing Positive Emotional Energy -- Antidotes to Entitlement and Trust Narcissism
03
The Key of Purposefully Naming a Trust -- Tapping Into the Symbolic Power of Name and Meaning Clauses
04
The Key of Purpose & Intent Clauses: The Heart of a Purposeful Trust
05
The Key of Meaning -- Transforming Cash Gifts & Tangible Personal Property into Priceless Treasures and Lasting Legacies
06
The Key of Guidelights - Sharing Life Wisdom and Encouragement for Beneficiaries and Legatees
07
The Key of Values & Virtues – Passing More Than Wealth to Our Children and Grandchildren
08
The Key of Guidance - How to Purposefully Select and Guide Trustees, P.R.s, and Guardians
09
The Key of Flexible Rigidity -- Mastering the Power of Trust Protectors and Purposeful Decanting
10
Applying The Keys of Purposeful Trusts & Legacies to Working with Parents and Grandparents of Young Children
11
Applying The Keys of Purposeful Trusts & Legacies to Family Entities and Business Succession Planning
12
Bonus Call! Marketing Purposeful Trusts & Legacies
Meet Your Instructor
John "John A" Warnick, Esq., Founder of the Purposeful Planning Institute, Fellow of the American College of Trust & Estate Counsel, Author of the Purposeful Trusts & Legacies Handbook
The Power of Purposeful Planning
SAVE YOUR SEAT NOW AND TRANSFORM THE WAY YOU WORK WITH CLIENTS
2021 Program Starts January 21st
The fee for the Mastery Program is $495. For only $105 more you can upgrade to the Individual Premium Membership, which gives you fill access to all webinars and online content. If you have participated in a Primer on Purposeful Trusts & Legacies Workshop please contact us to receive a discount on the Mastery Program!
*This program is pending accredited for 11 hours of Continuing Education through the Certified Financial Planner Board of Standards, Inc. and Continuing Legal Education through the State of Colorado Supreme Court Office of Continuing Legal and Judicial Education.
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