Upcoming Events
Workshop Topics
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. The following is a list of topics that Alan has spoken on this past year. Alan's speaking dates and locations 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
- 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)
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 18, 2010 - Bellevue, WA, "Turning Your Life Plan into Your Legacy", 9-11:00
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
Sign-up for a Workshop or Schedule an Appointment Today
