Featured Speaker: Purposeful Legacies -

11:45 AM - 12:45 PM
The Estate Planning landscape has changed dramatically in the last five years. Now less than 1% of the population has to worry about the complexity of transfer tax planning. What can we offer our clients which will bring them intense satisfaction and create a positive and sustainable influence? John A. Warnick is a pioneer of Purposeful Legacies and the initiator of Purposeful Trusts & Gifts. He’ll share with us the three types of Purposeful Legacies as well as a few client exercises you can immediately integrate in your practice.