Thursday, May 28, 2009

Welcome to Purposeful Planning In the News

Enjoy this digest of recent news and events. To learn more about Purposeful Planning, visit www.Purposeful-Planning.com.
September 14-17, 2009!

Tuesday, May 5, 2009

Free Webinar - June 23 or July 7 - Masters Level Intensive

TWO NEW ENCORE WEBINAR DATES -- June 23rd and July 7


Are yo
u hungry for fresh ideas?

Wanting to connect more deeply with clients and to help them create lasting legacies?

Interested in building value in your business?

Join Barb Culver and select members of the Purposeful Planning faculty for a webinar where they will share their newest training program -- full of hot ideas presented by a world class faculty that rocks!

Listen, learn and ask questions about the Masters Level Intensive training opportunity which focuses on "Post-transition Planning".


The Masters Level Intensive

Special Webinar with The Purposeful Planning Faculty: Barb Culver, John A. Warnick, Courtney Pullen and Terry Hunt

June 23, 2009 at 1:00 pm EST

July 7, 2009 at 3:00 pm EST

Click on the dates to register.

Monday, May 4, 2009

News Release - May 13, 2009

Industry Experts offer Master’s Level Intensive: Four-Day Workshop Helps Advisors Ensure Clients’ True Legacies Endure

Barbara A. Culver, co-creator of the Purposeful Planning system, announced their new Master’s Level Intensive 4-day workshop to provide concepts, skills and techniques to help advisors better serve high net worth clients and their families. Program dates are Sept. 14-17, 2009 at The Westin in Westminster, CO.

Learn more>>