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.

Tuesday, March 20, 2018: 

John A. Warnick – Purposeful Trusts and Gifts -The Better Way

Founder of the Purposeful Planning Institute and initiator of the Seven Keys of Purposeful Trusts & Gifts and the Six Paradigms of Purposeful Planning, Mr. Warnick asks:  Do You Want to Help Your Clients Avoid the Five Emotional Toxicities of Trusts and Inheritances?

What if every trust came with a warning from the Surgeon General which read:

CAUTION: The Surgeon General of the United States has determined that long-term trusts may have damaging and corrosive impacts on beneficiaries. The emotional toxicity of trust instruments may result in impaired lives, entitlement, irresponsibility, lack of initiative and self-esteem. You should not sign this document without carefully considering what you have done to avoid these potential negative outcomes in the lives of your children, grandchildren and other loved ones.

There is a Better Way to design a trust or will. We call it a Purposeful Trust or Purposeful Will. Come learn how Purposeful Trusts are antidotes for the toxicities of long-term trusts and large gifts.

Join us for a highly intimate, hands-on workshop where you will experience how this new approach is revolutionizing estate planning.

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

Individual seats are $50.00 – Includes Breakfast
Register and pay here.

Friday April 27, 2018
Chris Herschend – Herschend Family Entertainment
President of Ride the Ducks

7:45 am – 9:15 am
Buckhead Club
3344 Peachtree Road
Suite 2600
Atlanta, GA  30326
404-262-2262

Individual seats are $50.00 – Includes Breakfast
Register and pay here.

Tuesday, May 22, 2018
Eric Gabrielson – The Power of Clarity Over Certainty
Partner Activ8
Founder of Pike’s Peak

7:45 – 9:00 AM
Buckhead Club
3344 Peachtree Road
Suite 2600
Atlanta, GA  30326
404-262-2262

Individual seats are $50.00 – Includes Breakfast
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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