Family Wealth Report, May 15, 2009

Barb Culver’s article Preserving Wealth Through the Generations appeared in this subscription publication for advisors who serve high-net-worth families. The article addresses the issue that Heirs often waste family wealth by spending frivolously, getting involved in lawsuits and making bad investments. The reason: they haven’t been prepared for the roles and responsibilities that go with their legacies. The key to avoiding this is to get heirs involved in the planning process during the life stage that psychologists call “emerging adulthood” — the few years between late adolescence and early adulthood. For more information about this approach, visit www.purposeful-planning.com.

How the Purposeful Planning System Differs From Other Holistic Approaches

Are you wondering just how the Purposeful Planning approach to working with affluent families differs from other holistic financial planning programs? Listen to Barb Culver address that question.

Focus on Intergenerational Planning

Post-transition planning is something of a new frontier in financial planning. Barb Culver talks about the importance of helping clients ensure that their financial legacies - and their values - are passed on successfully.

Journal of Financial Planning - Between the Issues

Barb Culver's review of the new book, "So What? How to Communicate What Really Matters to Your Audience," by Mark Magnacca, appeared in the current issue of the Journal of Financial Planning's Between the Issues. Barb appreciated the book's effort to get people to change the way they look at things (in this case, how they communicate with others). Read the review.

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>>