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 19, 2012 - Bellevue, WA, "Turning Your Life Plan into Your Legacy", 9-11:00, 400-108th Avenue NE, 1st floor conference room
March 22, 2012 - Bellevue, WA - "Turning Your Life Plan into Your Legacy", 9-11:00, 400-108th Avenue NE, 1st floor conference room
May 24, 2012 - Bellevue, WA, "Turning Your Life Plan into Your Legacy", 9-11:30, 400-108th Avenue NE, 1st floor conference room
July 19, 2012 - Bellevue, WA, "Turning Your Life Plan into Your Legacy", 9-11:00, 400-108th Avenue NE, 1st floor conference room
September 20, 2012 - Bellevue, WA, "Turning Your Life Plan into Your Legacy", 9-11:00, 400-108th Avenue NE, 1st floor conference room
November 8, 2012 - Bellevue, WA, "Turning Your Life Plan into Your Legacy", 9-11:00, 400-108th Avenue NE, 1st floor conference room
Legacy Planning from the Heart Workshop Calendar
Below is the legacy Planning from the Heart™ workshop schedule for 2012. Please contact Kate Parsons for further details.
February 8, 2012 - Bellevue, WA, "Legacy Planning from the Heart", 9-11:00, 400-108th Avenue NE, 1st floor conference room
May 17, 2012 - Bellevue, WA, "Legacy Planning from the Heart", 9-11:00, 400-108th Avenue NE, 1st floor conference room
September 6, 2012 - Bellevue, WA, "Legacy Planning from the Heart", 9-11:00, 400-108th Avenue NE, 1st floor conference room
Sign-up for a Workshop or Schedule an Appointment Today
