Susan was highlighted in this magazine for financial advisors. “Ethical wills, first popularized in the Middle Ages, are making a comeback – linking the “hard” and “soft” sides of estate and financial planning. Leading the charge? Susan Turnbull…“
Everything you need to explore and express the values and vision behind your decision to establish a charitable fund, foundation or bequest.
"Les Goodman, WPO Southern New JerseySusan, my entire Forum asked me to convey our appreciation for your leadership in our recent retreat to develop an ethical will. Everyone agreed that this was one of the most stimulating and thought provoking programs we have had and it served to open a dialogue amongst the members that was unlike anything we had experienced previously.
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Introducing Ethical Wills into Client Conversations - February 15, @ 2:00PM - Learn more
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