Upcoming Events

As a recognized industry leader, Alan Pratt is in demand as a speaker at regional, national, and international conferences dealing with family relationships, wealth preservation, and stewardship. In addition, he is well known as a leader in Advanced Life Insurance designs which is a key component in successful family wealth transition plans. Alan’s audiences include wealthy individuals and families interested in creating their personal legacy plans, as well as, professional advisors who desire to better serve and bring added value to their client relationships.

The following is a list of topics that Alan has spoken on this past year. He continues to build this list based on the demand he receives for presentations to address interests of wealthy individuals and families.  You may also view Alan's speaking dates and locations below.

Current Presentations Offered ... Turning Your Life Plan into Your Legacy Legacy Planning from the Heart™ Breaking Through the Secrecy Barrier - The Family Dynamics of Wealth The Pratt Family Private Discussion - a personal testimony Values-Based Practice Management - Building your business and advisory network around your strengths and values Insurance Portfolio Management - proactive management of trust-owned life insurance

Event Calendar

September 22, 2008 - Scottsdale, AZ (general sales conference event)

November 6, 2008 - Bellevue, WA

January 26, 2009 - Los Angeles, CA - International Forum

See Event Details for more information about each event. 

“I am amazed at how an effective plan can satisfy one’s personal goals while improving the quality of life at the same time.”;
prior attendee