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Barbara Culver brings vast personal and professional life experiences to share. She has co-authored three books, appeared on national television and radio, edits the Journal of Practical Estate Planning for Commerce Clearing House which is the only values-based estate planning professional journal in the United States. In addition, she consults extensively with professional advisors and the financial services industry in the area of purposeful planning, speaks nationally on this topic, runs a private financial and estate planning practice and consults with various non-profits around the nation regarding building their endowments using client-centered legacy strategies. She has given interviews to Town & Country and Money Magazines, the Wall Street Journal and New York Times. In addition to a Bachelors Degree in Education from Bowling Green State University, Barb has earned her Certified Life Underwriter (1984), Chartered Financial Consultant (1987), Certified Financial Planner® (1988) and Accredited Estate Planner (2007).
Barb continues to be among the nation’s premier thinkers, consultants and planners in the area of purposeful planning. Participants in her training note Barb’s energetic and passionate style coupled with profound insights as among the best they have experienced.
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"The Purposeful Planning process has
turned the typical estate legacy
planning upside down, providing a
means of preventing a derailment of
family estate legacy continuity."
— Diana Veid
CPA/ABV, CVA, CPA
Cincinnati
"I had a great day yesterday. New
clients came in and signed the docs
to open $5.1M in total accts. I
briefly mentioned the PP process
at our last meeting, and am thinking
that brief mention may have swayed
them to action after months of
inaction. After the docs were signed
and a little more detail about the PP
process, the wife was eager to
schedule the client retreat!"
— Cameron Evans
Private Wealth Advisor
North Carolina |
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John Warnick is a Fellow of the American College of Trust and Estate Counsel, a member of AFHE (Attorneys for Family Held Enterprises) and Advisors in Philanthropy. He also serves as a member of the advisory board of the Family Building Institute, on the Board of Elders of the Copper Beech Tree Society and as an advisor to a 501(c)(3) organization which is seeking to become a “global community foundation.” John’s practice emphasizes multi-generational trust planning and wealth transfer planning. He has also assisted numerous families in choosing the most favorable trust situs for the tax and non-tax objectives of existing trusts as well as in designing and drafting “new” trusts which have the flexibility to adapt to changing legal and tax climates.
John balances his enthusiasm for tax savings with insightful questions which insure the planning is congruent with the client’s core values. He spends approximately twenty percent of his professional life facilitating family retreats and providing wealth counseling and fiduciary consulting services. He particularly enjoys what he describes as “Beneficiary Preparation”: educating, training and mentoring adolescents and emerging adults in financial literacy, philanthropic service, and holistic family wealth principles. Working with a team of nationally recognized family wealth coaches and psychologists, John has explored the intersection of wealth and emerging adulthood. That collaboration has led to a series of ongoing surveys that explore how trustees are reacting to the sociological phenomena of emerging adulthood and how emerging adult beneficiaries and family members are getting launched in life.
He has pioneered new trust distribution and governance models which will assist trust makers and trustees in their quest to assure that wealth contributes to positive growth in the lives of heirs and beneficiaries. He has been asked to share his concepts and ideas on how trustees can better serve beneficiaries with a number of family offices, private trust companies and professional trustees.
John has written and spoken extensively across the nation. He was the author of two BNA (Bureau of National Affairs) Tax Management portfolios. He co-authored "Selecting a Trust Situs in the 21st Century" which was published in the March/April 2002 issue of Probate and Property. He is currently serving as co-editor of a book on best practices for trusts and large gifts and is also working on two other books entitled The Generative Trust, Trustee and Trust Advisor and The New Vocabulary of Family Wealth which he hopes to complete in 2008.
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EdD
Terry Hunt is a licensed psychologist who brings to his work an enthusiasm for personal and professional fulfillment in his clients' lives. In addition to his business consultations, he maintains a clinical private practice in Boston, MA with individuals, groups, and couples with sub-specialties in addictive disorders and older adolescents. He lectures on various topics that make psychological tools accessible and useful to lay audiences. Terry also regularly teaches residential courses for adults at Esalen Institute in California, Omega Institute in New York, and the Hazelden Foundation in Minnesota.
He is co-author of two self-help books from Warner Books: Emotional Healing (1990) illustrates how an individual's stress style is fundamentally "pain-avoidment" and therefore limits his or her ability to be creative and cooperative when it is most important to be. His second book Secrets to Tell, Secrets to Keep (1995) challenges the reader to value modesty and privacy in a voyeuristic culture. Both books point to a healthy style of functioning that is pragmatic in focusing on enhancing fulfillment rather than undermining one's own and others' success.
Terry has consulted to a number of families of means and prominence around family projects such as summer homes, family foundations, and family reunions. He also worked with two internationally known musical groups that found using a meeting planner enhanced their effectiveness in decision-making. Families like these are tied together by common interests and a long history together. Meetings are opportunities for deepening the connections family members have but are not risk-free when there are important issues to discuss.
In consultations Terry's primary commitment is to achieving agreed upon goals. Trained in both analytic psychology as well as various mind/body approaches, Terry brings to a consultation the perspective that effective team building and conflict resolution must take into account the psychological make-up of the individuals involved. Using humor and a warm interviewing style, Terry engages clients in careful assessments of their personal ways of accomplishing tasks, problem-solving, and providing leadership. He
introduces techniques that challenge clients to learn about how they function when stressed. This leads to discoveries that usually vary from their predictions which are based on how they would like to behave or think they should behave. When managed properly, stress can lead to creativity and a sense of a hard job done well.
As a meeting planner and organizer, Terry uses these same skills to articulate controversial ideas in ways that facilitate consensus building and identify key points of conflict that can then be addressed. He brings a deep faith in one’s ability to solve problems and this faith inspires and encourages clients to take steps they had not considered before. When properly designed a meeting is both productive and enlivening. Participants come away with the required information because it was clearly presented and because of the tacit pleasure of convivially from the endeavor.
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M.A., LPC
Courtney Pullen M.A., LPC, is the President of the Pullen Consulting Group, a Denver Colorado based firm that specializes in management consulting, executive coaching, family wealth counseling, leadership development, communication training and team building.
He received his graduate degree in Psychology in 1983 from the University of Northern Colorado. He is a Clinical Associate at the Professional School of Psychology at the University of Denver and had been an Instructor at both the University of Colorado at Denver and the Community College of Aurora. He has frequently lectured, conducted numerous workshops and trainings in the areas of individual and organizational change, leadership development and communication. He is a graduate of the Newfield coaching program (CPPM) and is a Contributing Editor to the Journal of Financial Planning and on the board of advisors to the Sudden Money Institute.
Pullen has over twenty five years of experience in helping organizations and individuals through change and growth as a business consultant, psychotherapist and professional speaker. The Pullen Consulting Group has worked with a variety of industries from manufacturing to financial services specializes in professional services firms. He has extensive experience in small and large group facilitation covering the continuum from corporations to family meetings.
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