Services for Professional Advisors
Customized Presentations for Clients or Staff
Susan Turnbull is an experienced speaker providing lively and meaningful presentations for your clients, donors or staff. Bring her in for a presentation in person or arrange for private on-line event. The length of the presentation is tailored to your audience and time frame. 45 – 60 minutes allows for an excellent introduction to the topic. If you can devote 2 or more hours, consider a workshop format where participants have the time for activities inviting reflection and writing.
Contact Susan
for additional information and availability.
Options and Discounts for Bulk Purchases of Guidebooks
Both the Wealth of Your Life and Across Generations are handsome enough to give as gifts to clients or donors, but at the same time are very practical tools for both you and your clients. Discounts are given for 10 or more books when they are ordered in sets of 10.
One-on-One Help for Clients
Do you have a client who’s interested in creating a personal legacy document but is having difficulty accomplishing it? We can help them. We offer three levels of professional assistance.
to discuss which level of service would be most helpful to you.
Retained Services
Susan is available on a contractual basis for on-going consulting services for your firm or your clients.
to explore the possibilities
