Upcoming Events
Inspirational Speaker
As a recognized industry leader, Alan 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 an expert 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.
Current Presentations Offered
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. Alan's speaking dates and locations are also listed below.
- 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
- Collaborating with Allied Professionals
- Moving Charitable Clients from “Charitable Giving 101” to “Charitable Giving 401” While Creating Profitable Engagement for all Members of the Advisory Team
- Principles of Values-Based Legacy Planning<
- 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
January 28, 2010 - Bellevue, WA, "Turning Your Life Plan into Your Legacy", First Mutual Bank Building, 5th floor, 9-11:00
March 3, 2010 - Coal Creek, WA - "Professionals in Philanthropic Collaboration", YMCA, 9-11:00 (note: this event is by invitation only)
March 18, 2010 - Bellevue, WA, "Turning Your Life Plan into Your Legacy", 9-11:00
May 20, 2010 - Bellevue, WA, "Turning Your Life Plan into Your Legacy", 9-11:00
June 22, 2010 - Seattle, WA, "Professionals in Philanthropic Collaboration", UGM, 9-11:00 (note: this event is by invitation only)
June 23, 2010 - Chelan, WA, "Legacy Planning from the Heart workshop" - Campbell's Resort on Lake Chelan, Park Room, 9:30 am - 6 pm (note: please RSVP by contacting Laurie at 1-800-769-6617 or lEndicott@effwa.org by June 18)
July 29, 2010 - Bellevue, WA, "Turning Your Life Plan into Your Legacy", 9-11:00
September 23, 2010 - Bellevue, WA, "Turning Your Life Plan into Your Legacy", 9-11:00
November 16, 2010 - Seattle, WA, "Leaving a Lions Legacy", 9 am - 3:30 pm (note: please RSVP to julia@nlfoundation.org or call 1-800-847-5786)
November 18, 2010 - Bellevue, WA, "Turning Your Life Plan into Your Legacy", 9-11:00
April 7, 2011 - Seattle, WA "Leaving a Lions Legacy", 9 am - 3:30 pm (note: please RSVP to julia@nlfoundation.org or call 1-800-847-5786)
Pratt Family Private Discussion
Below is the Pratt Family Private Discussion schedule for 2010. Please contact Kate Parsons for further details.
March 11, 2010 - Bellevue, WA, "The Pratt Family Private Discussion - a personal testimony",
9-11:30, 400-108th Avenue NE, 2nd floor conference room
June 24, 2010 - Bellevue, WA, "The Pratt Family Private Discussion - a personal testimony",
9-11:30, 400-108th Avenue NE, 2nd floor conference room
September 16, 2010 - Bellevue, WA, "The Pratt Family Private Discussion - a personal testimony", 9-11:30, 400-108th Avenue NE, 2nd floor conference room
November 11, 2010 - Bellevue, WA, "The Pratt Family Private Discussion - a personal testimony", 9-11:30, 400-108th Avenue NE, 2nd floor conference room
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