Listen in as Michael shares strategies for Creating Legacies of Significance with the team and members of the Purposeful Planning Institute. The program discusses a different paradigm for the transfer of wealth meant to enhance family relationships. Traditional wealth planners, accountants, attorneys and others have ‘taught’ us the ‘proper’ methods of planning — this new and informative presentation suggests that by changing the paradigm of how we look at planning, we can move the discussion forward. By helping clients capture their values and goals, it provides a unique and holistic way to address the issues of the family so that transition is something to be cherished and celebrated. The focus shifts from strategies and tactics to a collaborative, value driven model that allows families to accumulate and enjoy the wealth without destroying relationships, while maintaining integrity and the ability to make a meaningful impact on the family and community.