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$16.95
For Women By Women: Financial Passages BookThe motivation for writing this book was to give women the guidance necessary to financially empower themselves. This 192 page book covers important topics such as: Couplehood & Parenthood, Planning for Children with Special Needs, Career & Retirement, Divorce, Widowhood, Estate Planning, and Philanthropy.
$20.00
My Living Legacy QuestionnaireFabulous resource which invites individuals to begin their legacy planning journey. This high quality, comprehensive 23-page booklet offers profound questions, presented in a structured, thought-provoking order focusing on life lessons, relationships, values and beliefs. This booklet is used around the country by professional advisors and Not-for-Profit personnel to help clients/donors clarify their mission, vision and life purpose.
$4.00
My Living Legacy LetterTool that enables a client or donor to write a “Living Legacy” or “Ethical Will” to a loved one. Comes with cover letter explanation, blank pages for writing and envelope.
$25.00
My Living Legacy Letter 8 BundleTool that enables a client or donor to write a “Living Legacy” or “Ethical Will” to a loved one. Comes with cover letter explanation, blank pages for writing and envelope.
$29.95
Giving: Philanthropy for Everyone BookGiving is the product of an extensive research and writing project that involved the knowledge, ideas, and expertise of 80 of the most talented charitable planning authorities – including accountants, attorneys, and financial advisors. Their research focused on the most important questions that their clients ask of them and the answers they give to help clients create meaningful charitable giving plans that also incorporate family, financial, retirement, estate, and business planning goals.
$254.50
Giving: Philanthropy for Everyone Book(case of 10)
Giving is the product of an extensive research and writing project that involved the knowledge, ideas, and expertise of 80 of the most talented charitable planning authorities – including accountants, attorneys, and financial advisors. Their research focused on the most important questions that their clients ask of them and the answers they give to help clients create meaningful charitable giving plans that also incorporate family, financial, retirement, estate, and business planning goals.
$60.00
Purposeful Planning System Vignette(1 dozen)
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7 page booklet is a valuable “leave-behind” after you have introduced the Purposeful Planning System to a client, donor or fellow associate. Describes the 70% estate failure rate, illustrates the Purposeful Planning Pyramid which includes Client and Family Retreats, Design & Implementation and Family Building and Leadership. It also touches on The Three Great Money Myths and illustrates The Family Money Tree.
$60.00
Money, Fulfillment and Me Vignette(1 dozen)
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This 11-page booklet helps people make the best possible decisions around the saving, spending and sharing of money. Details The Three Great Money Myths, The Five Aspects of the Human Being and how those aspects directly relate to the Five Aspects of Money. It illustrates the “three simple questions” about money decisions and how it integrates with the 7 Levels of Fulfillment.
$60.00
West Virginia Miner's Story Vignette(1 dozen)
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8 page booklet is a valuable “leave-behind” after you have introduced the Purposeful Planning System to a client, donor or fellow associate. Recounts the human drama of the tragic Sago Mine disaster and the resulting miner’s note. Emphasizes the importance of creating our own living legacy as well as enabling our client’s to create theirs. Empowers the reader to transform the meaning and outcome of even the simplest of gifts.
