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.

Don't miss the Master's Level Intensive in Colorado

September 14-17, 2009!

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

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


Are you 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.

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>>

Marie Swift Endorses Purposeful Planning System

Industry Influential Marie Swift is spreading the word about the Purposeful Planning System through her articles, speaking, podcasts and blog entries.

"Anyone who knows me knows that my team and I only work with the best of the best," says Marie. "Barb Culver and the Purposeful Planning faculty -- Courtney Pullen, Terry Hunt and John A. Warnick -- knocked my socks off when I interviewed them for my article in Research magazine earlier this year. I'm very jazzed about their new Masters Level Intensive in Colorado this summer and hope to see many of the industry's top thought leaders there."

See what Marie has to say about the Purposeful Planning System on her blog:
http://marie-swift.blogspot.com/2009/03/purposeful-planning-system-helps.html

There's a podcast there, too!

Financial Planning magazine, March 2009

Barbara A. Culver is profiled in the cover story What Works Now. Read Barb's advice on helping clients stay afloat through these tough times -- and managing to not just survive but thrive, as a practitioner, yourself.

Click to read article now.

Research magazine, April 2009

In her article Seeking Purpose, journalist Marie Swift explores the holistic approach to intergenerational planning taken by Barb Culver and the Purposeful Planning team.

Read the article.

Registered Rep magazine, March 2009

Barb Culver was quoted in the magazine’s Advisor Corner. Her response to the question, “What is your biggest challenge in today’s market environment,” follows: "The first challenge is simply in trying to keep up with the tremendous amount of new financial information, regulation and government activity occurring on a daily basis. The second challenge is interpreting this information as guidance for sound investment advice.”

Read the article.

News Release - March 16, 2009

Leading Philanthropy Expert, Teacher, Trainer, and Legacy Planner to Receive Distinguished Fithian Leadership Award

The International Association of Advisors in Philanthropy (AiP) announced that its top honor - and one of the highest honors in the financial services industry - will be bestowed on legacy planner, trainer and educator Barb Culver CFP®, ChFC, CLU, AEP. The Fithian Leadership award recognizes professionals with distinguished careers in service to the philanthropic community. Honorees are chosen for their efforts to uphold the standards of excellence in ethics, service and charitable planning encouraged by the Association.

News Release - March 4, 2009

Barbara Culver Hires Impact Communications to Promote Purposeful Planning(TM) System: Programs Help Advisors Differentiate Themselves in the Marketplace, Cultivate Relationships with Affluent Clientele.

Read more.