Legacy Conversations: With Your Clients, For Yourself - NAPFA and CFP Credit

Legacy Conversations: With Your Clients, For Yourself - NAPFA and CFP Credit


Susan Turnbull

Member: $49.00
Non-Member: $69.00Your price

Published: 10/15/2021 5:00:00 AM

Recorded at the NAPFA Fall 2021 National Conference.


Steven Covey’s second habit of highly effective people is that they “begin with the end in mind.” If so, a vision for legacy would be a wise place to start conversations about estate planning, but that can be easier said than done. In this highly interactive session, you will explore the notion of legacy as it applies first in your own life, with tools and exercises you can also use with clients to deepen conversations, build relationships and ultimately yield plans that genuinely meet clients’ highest purposes.

Learning Objectives:

  • Get a meaningful and practical perspective on the idea of “legacy” that is valuable both personally and professionally.
  • Gain a conversational technique for drawing out and leveraging personal stories as a means to identify values and help shape a vision for legacy.
  • Consider a vision for their own legacy as it relates not only to loved ones, but for how it speaks to the most profound purposes of their work with clients.

Speaker Bio:

Susan Turnbull is founder and Principal of Personal Legacy Advisors. A professional writer and speaker, her presentations, tools and services are known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. She is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, creator of Life Legacy Cards and the Life Legacy Conversations Tool, all designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions.

Susan’s work has been featured in many national publications, including the New York Times and USA Today. She and her husband live in Manchester-by-the-Sea, Massachusetts.

1 NAPFA CE in J – Communications will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.