Previous Presentations by Susan Turnbull

Special events for existing/prospective clients or donors

Atlantic Trust G2G Summit for Families
Boston Foundation
Calgary Community Foundation
Cape Cod Foundation
McKinley Carter Wealth Management
Coastal Capital
Community Foundation of Louisville
Community Foundation of Western Nevada
Davis, Malm, DiAgostino
Delaware Valley Family Business Council
Emerson Investment Management
Essex County Community Foundation
Hartford Foundation for Public Giving
Hospice of the North Shore and Greater Boston
Kahler Financial
Kalamazoo Community Foundation
Legacy Planning Partners
Margolis and Bloom
Milwaukee Community Foundation
Northstar Financial Management
Planned Giving Group of New England
Renaissance Institute, Notre Dame of Maryland
Rotary
Seattle Children’s Hospital Foundation
UBS
University of Charleston
Women’s Fund of Rhode Island
Wells Fargo Private Wealth Management
Weyerhauser
Whittenberg & Knudsen
WPO Forum Group of southern New Jersey
WPO, Bluegrass Chapter, Louisville, KY
YPO Mountain State chapter

 

Professional development for financial, estate and philanthropic advisors

Advisors in Philanthropy
Boston Estate Planning Council
Boston Philanthropic Advisors Roundtable
Charleston Estate Planning Council
Council on Foundations Family Philanthropy Conference
Financial Planning Association of Northern California, annual conference
Financial Planning Association Retreat
Legacy Companies
Lincoln Financial Group
Minnesota Planned Giving Council
Money Quotient
National Center for Family Philanthropy
New Hampshire Estate Planning Council
Partnership for Philanthropic Planning of Rhode Island
Premier Resource Group
Seattle Children’s Hospital Foundation Planned Giving Conference

 



Testimonials

See a Video Testimonial


Susan, 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.

Les Goodman, WPO Southern New Jersey

Incorporating the introduction of the ethical will into client interactions is a terrific value-add and a tremendous method to further deepen the client experience and hence our relationship. Susan’s familiarity with the issues facing financial advisors make her expertise in the field invaluable and her presentations on the subject very worthwhile. Accessing her expertise on the conference calls is a simple, efficient way to tap into that experience.

Bob Fleischacker, Stonehaven Group, Markham, Ontario

It is no surprise to me that the response to Susan Turnbull’s presentation was so positive. It was one of the most thought and action-provoking workshops I have ever attended.

Ann Fergemann, Vice President, Donor Relations, Kalamazoo Community Foundation