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Testimonials

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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

“Ms. Turnbull offers a thoughtful and thought-provoking discussion on the history and present applicability of ethical wills. Her insight and creative approach to the subject matter provided value to the diverse membership of our group (The Partnership for Philanthropic Planning of Rhode Island), which includes both for-profit and not-for-profit professionals. As an attorney who advises clients and their estate and philanthropic planning, I am encouraged by Ms. Turnbull’s presentation to continue recommending ethical wills to my clients.”

Deborah DiNardo, Esq., Partridge, Snow & Hahn LLP

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