Speaking Topics

Inspirational Speaker conference
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 Topics 
The following is a list of topics offered by Alan and Pratt Legacy Advisors. The list is based on the demand he receives for presentations to address interests of wealthy individuals and families.  The topics include:

  • Turning Your Life Plan into Your Legacy
  • Legacy Planning from the Heart ™grandmother
  • Breaking Through the Secrecy Barrier – The Family Dynamics of Wealth
  • 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 (PDF) – Building your business and advisory network around your strengths and values
  • Insurance Portfolio Management (PDF) – proactive management of trust-owned life insurance

  Click here to learn about Upcoming Events