Upcoming webinars open to you

Inspired Conversations:

Why and How to Talk to Your Clients about Their Legacy

With Susan Turnbull

Tuesday, November 14, 2023

12:00 Noon PT | 3:00 PM EST

AiP Members: Complimentary | Non Members: $25

With Susan Turnbull

Hosted by Lexington Wealth Management as part of their Empowered Women Series

Podcasts!

It has been a pleasure and a privilege to be a guest on number of podcasts recently. Please tune in, especially if you are a corporate colleague considering bringing me in as a speaker. You will get a sense of my style and the topics I talk about. Here are some links:

Becoming A Sage: Conversation with author and legacy maven Jann Freed

Finding Your Philanthropic Why? with Kathleen Burns Kingsbury, President of Breaking Money Silence

Leaving a Legacy with Michael Kay, founder of Chapter X

Holiday giving: for your clients, for yourself and your family

LifeLegacy Cards

The Wealth of Your Life

Give your clients something fun this holiday season: great conversations with their family members or friends. Each set consists of 12 handsome cards, each a simple prompt inviting a response. Guaranteed to instantly engage people, or your money back - seriously.

Though the deadline has passed for creating a custom box with your logo embossed on the box, there is time to order for Christmas giving using a sticker instead. An easy, affordable option. Deadline 12.1. Pricing.

Or order a set for yourself and your family! We can get it to you by Thansksgiving if you order it by November 15.

Order

How many times do you wish you could ask a question of someone who is no longer here? Don't make the mistake of assuming that your loved ones already know everything! You don't need to write an autobiography to capture some of your stories, reflections and feelings. You can do it in a letter and this guidebook can help you get it done. There may be no more beautiful gift for you to create and give, or for you to request of a parent or another loved one.

Bulk orders for clients can be customized with a sticker, as shown above. Christmas deadline 12.1. Info/pricing.

Order

Are you looking for a speaker for a conference or

for a client or donor gathering for 2024?

Zoom or in-person

Get in touch

Susan Turnbull, Principal

sturnbull@personallegacyadvisors.com

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