2018 NAPFA Fall Conference Speaker
Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent and the designer of the Life Legacy Cards and the Life Legacy Conversations Tool, all designed for those who agree that personal wealth has tangible and intangible dimensions. In her fresh take on the meaning and dimensions of legacy, Susan’s dynamic presentations and engaging materials appeal to audiences of financial, estate planning and philanthropic advisors, as well as their clients and donors. As Principal of Personal Legacy Advisors, Susan leads a team of affiliated professionals who provide coaching, editing, video, and design services to clients looking for assistance in creating personal legacy letters, expressions of intent, personal histories or video tributes. Her work has been featured in many national publications, including The New York Times and USA Today. Susan is a member of the Essex County Estate Planning Council, the Purposeful Planning Institute and the Association of Personal Historians. She lives in Manchester-by-the-Sea, MA.