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From Financial Integrity

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(Purposeful Planning Institute: add categories)
 
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"The [http://purposefulplanninginstitute.com/index.html Purposeful Planning Institute] is a unique educational, training and mentoring institute for professionals who are committed to designing purposeful and lasting legacies that integrate the client’s voice, vision, and values, with the technical intricacies of estate and wealth transition planning. Within the Institute we offer various programs to meet the needs of a diverse base of clientele."
"The [http://purposefulplanninginstitute.com/index.html Purposeful Planning Institute] is a unique educational, training and mentoring institute for professionals who are committed to designing purposeful and lasting legacies that integrate the client’s voice, vision, and values, with the technical intricacies of estate and wealth transition planning. Within the Institute we offer various programs to meet the needs of a diverse base of clientele."
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Founded by John A. Warnick, PPI offers planning services and education for financial professionals that emphasizes discovering and planning around the client's core values.  
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Founded by John A. Warnick, PPI offers planning services and education for financial professionals that emphasizes discovering and planning around the client's core values. Warnick touches on subjects overlooked by most wealth management training institutions, such as the scientific research on the importance of gratitude and altruism as practices to increase individual happiness and well-being.
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[[Category:Educators_and_Advisors]]
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[[Category:Educators_and_Advisors]][[Category:Relationships_and_family]][[Category:Values]]

Current revision as of 03:53, 8 March 2013

Purposeful Planning Institute

"The Purposeful Planning Institute is a unique educational, training and mentoring institute for professionals who are committed to designing purposeful and lasting legacies that integrate the client’s voice, vision, and values, with the technical intricacies of estate and wealth transition planning. Within the Institute we offer various programs to meet the needs of a diverse base of clientele."

Founded by John A. Warnick, PPI offers planning services and education for financial professionals that emphasizes discovering and planning around the client's core values. Warnick touches on subjects overlooked by most wealth management training institutions, such as the scientific research on the importance of gratitude and altruism as practices to increase individual happiness and well-being.


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