Previous Presentations by Susan Turnbull

Special events for existing/prospective clients or donors

Atlantic Trust G2G Summit for Families
Bessemer Trust
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
Lange Financial Group
Jewish Community Foundation of Greater Hartford
Legacy Planning Partners

Margolis and Bloom
Milwaukee Community Foundation
Northstar Financial Management
Planned Giving Group of New England
Renaissance Institute, Notre Dame of Maryland
Seattle Children’s Hospital Foundation
Summit Community Foundation
The Financial Planners
Tiger 21, Boston
University of Charleston
Vigilant Capital Management
Women’s Fund of Rhode Island
Wells Fargo Private Wealth Management
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
Essex County Estate Planning Council
Financial Planning Association of Northern California, annual conference
Financial Planning Association Retreat
Legacy Companies
Lincoln Financial Group
Massey Quick
Merrimac Valley Estate Planning Council
Minnesota Planned Giving Council
Money Quotient
National Center for Family Philanthropy
New Hampshire Estate Planning Council
North American Management
Partnership for Philanthropic Planning of Rhode Island
Planned Giving Council of Eastern New York
Premier Resource Group
Purposeful Planning Intsitute
Seattle Children’s Hospital Foundation Planned Giving Conference
Sudden Money Institute
WV Philanthropic Roundtable


See a Video Testimonial

Susan delivered! Everyone had a good time and left motivated, with tools to uniquely communicate their legacy to loved ones.

Jerry Yeager, SYM Financial Management

We love these cards – and so do our donors!

Betsy Constantine, Community Foundation of Greater Buffalo

Everyone agreed that this was one of the most stimulating and thought provoking programs we have ever had and it served to open a dialogue amongst the members that was unlike anything we had experienced previously.

Les Goodman, WPO Forum, Southern New Jersey