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Testimonials

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Susan Turnbull is a fantastic speaker. She made this presentation heartfelt and thought provoking.

Financial Planning Association of Northern California

“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

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