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Events Spring 2018

The Advisor Studio:

In order to serve the professional advisor market, we have created the Advisor Studio. The Studio is a place for professional advisors to come together for meaningful dialogue, shared learning and professional growth. Through community building, we support advisors in creating greater connections with other like minded professionals in order to support the development and growth of their practices. Through education, advisors can expand awareness and strengthen their skills in working with family enterprise clients. The goal? A network of Family Enterprise Advisors dedicated to putting the needs and goals of business families first.

We hope you will join us!

March 20, 2018: John A. Warnick - Purposeful Trusts and Gifts-The Better Way

7:15 am - 9:15 am
City Club of Buckhead
3343 Peachtree Road
Suite 1850
Atlanta, GA 30326
404-442-2600

John A. Warnick is the Founder of the Purposeful Planning Institute and initiator of the Seven Keys of Purposeful Trusts & Gifts and the Six Paradigms of Purposeful Planning.

Purposeful Trusts and Gifts-The Better Way

The Five D’s of Long-Term Trusts are Dependency, Dysfunction, Disempowerment, Dissatisfaction and Distrust. 99% of Trust Creators are oblivious to the toxicities of dynasty and perpetual trusts. Attracted by the siren melodies of tax savings, asset protection and wealth preservation, and aided and abetted by skilled draftsmen, the Trust Creator subjects current and future beneficiaries to these and other unintended negative consequences.

There is a better way: Purposeful Trusts and Gifts. Purposeful Trusts are the antidote to the toxicities of long-term trusts. They are the key to bringing greater positivity to the trustscape. They require advisors who not only are experts in the intricacies of tax and trust codes but who have mastered Purposeful Trust visioning exercises, conversations and concepts. Take the first step in learning the new vocabulary of Purposeful Trusts and Gifts on December 5th when the Cox Family Enterprise Center features the initiator of Purposeful Trusts and the founder of the Purposeful Planning Institute, John A. Warnick, Esq. sharing the keys of Purposeful Trusts and Gifts. Click here for John. A. Warnick Bio.

Individual seats are $50.00

Register and pay here.

For MORE INFORMATION contact us at 470-578-6045 or cfec@kennesaw.edu

To See Past Advisor Studio Topics and Speakers Click Here.  

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