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WZLX Interview with Susan Turnbull
For Advisors: Presentations for Your Clients or Staff

The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will

A Step-by-Step Guide for Creating Your Ethical Will

A 40 page four-color illustrated guidebook provides a comfortable, five step path for you, or a loved one, to create an Ethical Will.

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"

All too often we identify ourselves by what we DO, our careers – our jobs. Susan Turnbull’s presentation helped us realize that we are so much more than our jobs and it is important for us to relay who we really are to those who follow us. The attendees at our annual conference thoroughly enjoyed the presentation and went away with a desire to share with their loved ones who they really are, the lessons they have learned and the wisdom they have gained.

"
Jane Marks, Director WV Alzheimers Association
Personal Legacy Advisors, LLC
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Live Teleconference:

Introducing Ethical Wills into Client Conversations - September 14, 2010 @ 2:00PM - Learn more

The Ethical Will

  • Facts and examples
  • Preview the guidebook
  • Introductory presentation
  • Web workshops
  • One on one help

Letter of Wishes for Trustees

  • Facts and examples
  • Introductory presentation
  • One on one help

Expression of Donor Intent

  • Facts and examples
  • Preview the guidebook
  • Introductory presentation
  • One on one help

Personal Legacy Advisors

Est. 2002

BOSTON AREA OFFICEP.O. Box 24
Wenham, MA 01984
SOUTHERN OFFICE1582 Virginia Street East
Charleston, WV 25311
PHONE978 468-3715

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