John A Warnick - Purposeful Planning The Inheritance Podcast

“Generativity is the human impulse to nurture, to do good things for the next generation and to see myself, my life, in a sense, being extended through the possibilities in my children and grandchildren.”



Today, in conjunction with the James E Hughes Jr. Foundation, I’d like to present my interview with one of Jay’s longtime collaborators John A. Warnick.  John A., as he is known, is the founder of the Purposeful Planning Institute, which trains lawyers, financial planners, trustees, and wealth managers to work with clients on their planning that is congruent with their core values and vision.  He was a long-time trusts and estates lawyer himself in Colorado with the firm Holme Roberts and Owen, where he chaired the Private Clients Services Group.  He left the firm and began collaborating with Jay Hughes and Tim Belber, and began to focus on ensuring that the affluence of his clients was a positive force in the lives of their following generations.  John A received his bachelor’s magna cum laude from Brigham Young University and his JD from George Washington University with honors.



Please enjoy my interview with John A Warnick.



Purposeful Planning Institute:  https://purposefulplanninginstitute.com



NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening.



Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast. 

FOLLOW JOE: https://twitter.com/joereillyjr

WEBSITE: https://www.circulus.co/

PRIVATE CAPITAL PODCAST:   https://podcasts.apple.com/us/podcast/private-capital/id1644526501



Thanks for listening.  If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts.  We appreciate it.

©2024 Joe Reilly