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 will have a lineup of three receptions for the Fall and three dates for the Spring. We hope you will join us!
To REGISTER Click here: Advisor Studio Register Now
December 5th, 2017 Guest Speaker: John A. Warnick -- 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.
7:15 am - 9:15 am
Buckhead Club - Ballroom III
3344 Peachtree Rd NE #2600
Atlanta, GA 30326
Dates and Topics for the spring series
Individual seat: $75.00
Fall 2017 - Series of 3 - $165
To See Past Advisor Studio Topics and Speakers Click Here.