A Proven Process for Family Succession and
Legacy Planning including: |
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The My Living Legacy Questionnaire
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“Purposeful Planning Pyramid” and Script
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The “Seven Levels of Fulfillment” and Script
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The Scripted “Five Key Connections between People and Their Money”
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The Scripted “Family Money Tree is The Key”
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The Scripted “Story of the Family Treasure Chest”
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Three Client Vignettes Illustrating Key Elements of
the Purposeful Planning Process
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Scripted Purposeful Planning PowerPoint Presentation for Use with Clients/Prospects
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Scripted Purposeful Planning PowerPoint Presentation for Use with Not For Profits Donors
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“Ethical Wills in a Box” – A Ready to Present Program Complete with “The Turning Point” DVD
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Two Top-Rated Presentations from “Barb’s Proprietary Programs”
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Inside Tips on Gaining Local and/or National Media Exposure from Those Already There
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Key Referral Letter from One of America’s Most Wealthy Family Members
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The Latest Ideas in Drafting Trusts –
“Purposeful and Generative Trusts”
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Four and One-half Days of Training/business Building Led by Highly Respected, Multi-discipline Faculty
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Two Additional Hours of Coaching from the Faculty
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Your “By Invitation Only” Team of Affinity
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Access to “America’s Best” – A Select Network of Financial and Legal Experts Spanning America
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You’ll Also Experience Your Own Client and Family Retreats and Create Your Personal and Family Mission and Vision Statements In Addition to Your Family Money Tree |
