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DTSTART:20161018T160000Z
DTEND:20161018T170000Z
LOCATION:Newburyport Five Cents Savings Bank, 63 State St., Newburyport
UID:1388620161018T160000ZThe Story of Sway: Ethical Wills
DTSTAMP:20260617T212524Z
DESCRIPTION:------\n\nPlease join the Essex County Estate Planning Council on Tuesday, Oct. 18, from noon to 1pm, for a Lunch & Learn event featuring Susan Turnbull, principal of Personal Legacy Advisors. \n ------\n\nEvent Description\n \nThe Sway of Story: Generating high-yield conversations with new and existing clients\nLearn how to get what matters most to your clients quickly using an engaging, conversational technique and tool that naturally builds rapport and helps to reveal personal history, core values and visions for legacy.\n ------\n\nRegistration\n \nThere is no charge for this event, but online registration is required. \n ------\n\nAbout our speaker\n \nSusan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent and designer of LifeLegacy Cards, prompts for insightful conversation and writing.\n \nIn her fresh take on the meaning and dimensions of legacy, Susan's dynamic presentations and engagaing materials appeal to audiences of financial, estate planning and philanthropic advisors, as well as their clients and donors. \n \nAs principal of Personal Legacy Advisors, Susan leads a team of affiliated professoinals who provide coaching, writing, video and desgin services to clients look for assistance in creating personal legacy letters, expressions of intent, memoirs and family histories or video tributes. Her work has been featured in many nationa publications, most recently in Kiplinger's Retirement Report and FPA Practice Management Solutions Magazine. \n \nSusan, a member of the Essex County Estate Planning Council, is also a member of the Boston Estate Planning Council, the Purposeful Planning Institute and the Association of Personal Historians. She lives in greater Boston. \n ------\n\nThank you to our Event Sponsor\n \n\n ------\n\nThank you to our Event Host\n \n\n ------\n\nThank you to our Elite Annual Sposnor\n \n\n
SUMMARY:The Story of Sway: Ethical Wills - Essex County Estate Planning Council 
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