Purposeful Planning Podcast Purposeful Planning Institute

Planning for the long term is unsettling because growing older is stacked with complexities and risks. Growing older is unfamiliar territory for most. People of all ages can anticipate the challenges of life leading up to and beyond retirement. The value of starting early, before one faces a crisis, will equip adults/clients with knowledge and insight, preparing them more comprehensively to navigate and move forward. This process will equip them to take advantage of more opportunities that life has in store. 
About Our Speaker
Carol Marak got the wake-up call while helping to care for her parents. It raised the question: Who would help to care for her when she grew older? Unlike her parents, Carol was divorced and childless, lived alone in a suburb, and had little savings. She learned through caregiving the massive effort it involved, and that care could someday be needed for her—only she would not have family nearby to step up to the challenge.
From that experience, she wrote, SOLO AND SMART: The Roadmap for a Supportive and Secure Future. Carol founded the Elder Orphan Facebook Group, which launched in 2016. She also mentors and teaches others about the strategies that her book discusses. 

Building trusting relationships and healthy human capital have tremendous benefits, yet at times people we work with seem unpredictable, challenging to understand or to engage with. This presentation will translate findings from one of the most long standing clinical and research areas on human relationships -- human attachment theory - to management, consulting, and advising practices. In addition, we will share summaries of significant attachment-based research in this area applied directly to wealth management, financial planning, and generational wealth transitions. Applied ideas, tools, and assessment strategies will be discussed.
About Our Speakers:
Charles Eckhart, PhD, is a psychologist in private practice in Santa Barbara, CA, and a founder of Cathexis Group, a relational consulting firm. He has also held numerous teaching and administrative roles training clinical psychology doctoral students and is currently a visiting professor at a psychoanalytic institute. His expertise in wealth consulting lies in working with rising generation members to understand their unique complex stories and meanings related to wealth, and to support wealth transfer, family governance practices, family vision, and mutual understanding in families.
Oksana Yakushko, PhD, is a psychologist and psychoanalyst in practice in Santa Barbara, CA, and a founder of Cathexis Group, a relational consulting firm. She has had a long-standing research and teaching career at both Research I and private academic institutions. In addition to individual and group psychology, her areas of expertise focus on interactive aspects of global, cultural, and personal experiences related to experiences at work and relationships. 

 
There’s a danger in making generalizations about any group of people, however, this podcast aims to share trends within the “NextGen” (Millennials and Gen z) demographic and to offer some tips on how to bridge the generation gap between the old(er) and young around philanthropic giving. This is for parents who are looking to incorporate in their adult children in a cohesive family philanthropy program and for professional advisors in financial or legal service who are looking for ways to have the conversation.
It’s crucial that if multi-generational philanthropy is to be successful, we must know how to connect with each other effectively in order to harness our passion and resources, for this is the only way to make a true impact on the issues that animate us.
 
Guest Speaker:
Stephanie Ellis-Smith is a Chartered Advisor in Philanthropy (CAP) and has nearly 30 years experience in leading and advising high-impact individuals and organizations. She works with ultra-high net wealth and high-profile individuals and families, foundations, and corporations to enhance their giving in light of their goals and incorporate best practices in the field. Stephanie has served in multiple capacities in the social sector. She has been a non-profit founder and CEO twice, the COO of a tech-platformed B-Corp focused on employee engagement, and a foundation and non-profit trustee.
She is a co-founder of Giving Gap (formerly Give Blck) and the founder and former Executive Director of the Central District Forum for Arts & Ideas (CD Forum), an organization that presents and produces lectures, readings, and performing arts events rooted in African-American culture. Prior to the CD Forum, she worked with the Jacob Lawrence Catalogue Raisonné Project, a prestigious endeavor that located, catalogued, re-photographed, and published the entire 1,100 work oeuvre of the artist in a two-volume publication. 
Stephanie has a BA from UCLA and has served on numerous boards and commissions including the Washington State Arts Commission, appointed by Governor Gary Locke; the Seattle Arts Commission, appointed by Mayor Greg Nickels; and the Central Waterfront Committee, appointed by Mayor Ed Murray. She currently serves on the Seattle Art Museum’s Museum Development Authority Board (appointed by Mayor Jenny Durkan) and is on the board of the National Center for Family Philanthropy. She was appointed a Dean of Philanthropy in 2022 by The Purposeful Planning Institute. She has two young-adult children and lives in Seattle with her husband and a silly Doberman named Heidi.
Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

In one of the three keynotes for our 2nd Annual Virtual Purposeful Planning Symposium, Thomasina Williams will address how to incorporate “family stewardship” into the purposeful planning equation. We preview that session in this episode, by exploring with Thomasina a definition of what constitutes “family stewardship” and why it matters both to clients and to advisors.

What is “family stewardship”?
What role does “family stewardship” play in furthering the goals of client families?
How does a focus on cultivating “family stewardship” support the business goals of family advisors?

Join us for a lively discussion of answers to these key questions.
 
Guest Speaker:
Thomasina Williams is the founder of Sankofa Legacy Advisors, which uses a leadership development approach to help families navigate the unique opportunities and challenges of combining family and wealth, so they can build transgenerational legacies of success. She is also the creator of The FEW: Family Enterprise Women™, a leadership development experience for women in enterprising families that incorporates training, coaching, and community.
Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute
 

The New Year is a point of reflection and often a time to pencil in a few resolutions. What if the New Year was a trigger to instead consider the power of the questions you ask and how they might help you achieve your goals? This podcast explores the power of framing questions, the implications of problem-framed versus outcome-framed questions, and ways to apply this to your own professional growth or that of your client. The podcast reflects on the power of intentional dialogue when it comes to creating a shift or a change in responding to these types of questions.
 
 
Speaker Bios
Ian McDermott
Ian is Founder and Chief Executive of International Teaching Seminars (ITS). For the last 30 years the mission of ITS has been to give individuals, firms and families the skills to innovate their own solutions. 
Based in the US (Connecticut) and the UK (London), Ian is an acknowledged thought leader. A widely published authority he has written fifteen books that have been translated into over twenty languages including 'The Collaborative Leader: The Ultimate Leadership Challenge'.
In the UK he is an Honorary Fellow of Exeter University Business School and External Faculty at Henley Business School. In 2020 he accepted the position of Professor of Practice at SOAS, University of London to foster innovation and collaborative leadership.
Ian McDermott is Dean of Innovation & Learning for the Purposeful Planning Institute.
Kirby Rosplock
An entrepreneur at heart, Kirby was born into a complex enterprising family and is the founder, innovator, and driver of Tamarind Partners who knows first hand the critical needs of owners. She is an industry thought leader, world-renowned speaker, lauded author, and trusted advisor to family owners and their family office executives and advisors.
Kirby is the Dean of Family Offices for the Purposeful Planning Institute.

The inaugural episode of the Purposeful Planning Podcast. In this episode, John A. Warnick, Founder of the Purposeful Planning Institute, shares the secrets of Purposeful Trusts & Legacies, an exciting and revolutionary concept which is transforming the way we work with clients.
Purposeful Planning integrates best practices from legacy, relational, and philanthropic domains into design, drafting, and implementation to provide tax-efficient, asset protective, and legally effective plans that promote healthy, flourishing families.  
Learn how Purposeful Planning can provide you with a pathway to discovering how to help your clients create more meaningful and sustainable legacies.  
 
Speaker
Until 2009 John A. Warnick was a partner in the Denver office of a large regional law firm where he chaired that firm’s Private Client Services Group. In early 2010 he launched the Purposeful Planning Institute, a community of almost 500 estate planning attorneys, financial planners, CPAs, trustees, wealth psychologists, and family business consultants who want to ensure that the impact of their technical planning will be a positive force in the lives of each generation of their client families. John A. is a Fellow of the American College of Trust and Estate Counsel, serves on NAEPCs Multidisciplinary Teaming and Professional Collaboration Committee, and speaks frequently to Estate Planning Councils, bar associations, financial planning audiences and family business centers.