Purposeful Planning Podcast

How to prepare your personal property of a future estate 

Advice from a Professional Organizer and Move Manager 

Talking points 

About Our Speaker:

Sonya grew up in New York City where she started her organizing company, Seriatim, in 1999. Proudly dyslexic, Sonya founded her business in order to avoid writing a resume and now, almost two decades later, she and her Seriatim team have earned themselves a reputation as consummate Chaos Whisperers. In 2017, Sonya became the first organizer to be accepted into the Goldman Sachs 10,000 Small Businesses Program. She is currently President of the New York Council of Relocation Professionals (NYCORP). In her spare time, Sonya organizes her husband, three children, and rescue dog, Finn.

The website is www.seriaitm.net 

A conversation about how to create a greater sense of belonging, trust, and empathy within our own families, the families we work with, and the wider community.

Talking points:

--Documentary series "Belonging in the USA: Stories from our Neighbors"

--How filmmaking for families can be an integral part of a legacy plan that seeks to do more than pass along the financial capital,

--How listening is the key.

About Our Speaker:

After receiving a BFA from New York University’s Tisch School of the Arts, Arielle Nóbile, studied directing at Second City Theatre Chicago and then taught at Second City and at the Piven Theatre. In 2005, Arielle founded Legacy Connections Films, using filmmaking as a tool to help families reflect intergenerationally upon their collective heritage, identity, and vision. She has created over 100 personal documentaries for clients, shorts and features, tackling themes including family dynamics, addiction, mental health, class, belonging and connection.

She created a 6-part local public television documentary series in 2010 called Belonging in Boulder: Unexpected Stories from Your Neighbors which won a Hugo Television Award. Arielle was named to the 10 Filmmakers to Watch list by “The Independent” magazine. She is the creator of the Belonging in the USA: Stories from our Neighbors documentary trilogy. The first film in the trilogy, Belonging in the USA: The Story of Michael D. McCarty premiered at the Pan African Film Festival in Los Angeles and won several awards including best documentary at the Border scene festival in New Mexico. It is set to air nationally on PBS in late 2023. Arielle’s TEDx Talk The Simple Act of Listening Can be Revolutionary synthesizes what she has learned in nearly two decades of directing documentaries.

Description: There are a myriad of ways to influence your ideal audience. Every coach, consultant,
wealth advisor, or attorney serves their specific clients as well as the wider community of families of
wealth and in business. Many leaders want to expand their influence more broadly. Maybe you have
been told, “You should write a book.” But what if you shouldn’t? What then is best format for reaching
your ideal audience?
In this episode, Melissa Parks and Dave Goetz help leaders think about the best way to package their
content to influence others. Many are the formats for publishing ideas: blogs, whitepapers, short-form
and long-form video, podcasts, audiobooks, traditional books, ebooks only, and online courses. Listeners
will come away with a fresh framework to help them take the next step in publishing their ideas for the
wider world.
Introduction to Our Speakers
Dave Goetz is co-founder of Journey Sixty6 and president of CZ Strategy, a strategic marketing agency.
He is a former magazine and book editor and the author of Death by Suburb: How to Keep the Suburbs
from Killing Your Soul (HarperOne). He is also a passionate fly fisher, podcaster (2 Guys and a River), and
author of The Fly Fisher's Book of Lists: Life is short. Catch more fish.
Dave has coached hundreds of writers and served as editor for books in the area of philanthropy,
leadership, spirituality and religion, legacy memoirs, and business.
Melissa Parks is co-founder of Journey Sixty6 and managing director of publishing at CZ Strategy, a
strategic marketing agency. She is an Instagram expert, having built a large IG following (Megillicutti).
Over the past 25 years, Melissa has coached numerous authors through the publishing journey, from
idea formation to publication. She has also ghostwritten books for thought leaders.
She is a speaker and a writer, contributing to online shelter publications. She and her co-founder, Dave
Goetz, started working together more than twenty years ago at a publishing company. She holds an
M.A. in English Literature from Loyola University Chicago.

In this episode, we delve into a crucial aspect of philanthropy: choosing the right team of advisors. Join us for a thought-provoking conversation with Richard Marker as we navigate the complexities of selecting the right team for your philanthropic endeavors. Whether you're a seasoned philanthropist or just embarking on your giving journey, this episode provides invaluable insights for making informed choices.

About Our Speaker:

Richard Marker is an internationally recognized “elder” in philanthropy.  Currently, he is co-principal of the Institute for Wise Philanthropy, a boutique philanthropy education and strategy firm.  He also teaches philanthropists and foundations from around the world at UPenn's High Impact Philanthropy Academy and, previously, at NYU.  He has been CEO of two foundations, a board member of numerous others, a family funder, and author.  He has lectured in 40 countries and throughout the United States.  His writings on "philanthro-ethics" have stimulated new thinking on the intersection of power and social justice in philanthropy practice, and his distinctive strategy model, emphasizing culture over mission, is now used widely.

Meet Our Host:

Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists on their giving journey. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in an intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan.  Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she enjoys advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.

Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant and serves as the Co-Dean of Philanthropy for the Purposeful Planning Institute.

Janell Turner, a seasoned Senior Philanthropy Advisor at Phila Engaged Giving, will share insights into the dynamic interplay between philanthropy advisors and financial professionals.  Discover the essential role philanthropy advisors play in enriching the client-advisor relationship and maximizing the impact of charitable giving. Hosted by Deborah Goldstein, PPI Co-Dean of Philanthropy and Principal at Enlightened Philanthropy, this session delves into the synergy of expertise that occurs when these professionals come together.

About Our Speaker:

Janell is a true champion of inspiring generosity in others, and her expertise makes her a highly sought-after speaker in the realm of trust-based giving, charitable estate planning, and the exciting world where philanthropy and impact investing intersect.

Based at the esteemed Phīla Engaged Giving in Seattle, Janell's professional journey is a testament to her passion. Armed with an array of credentials – including being a Certified Specialist in Planned Giving (CSPG), a Chartered Advisor in Philanthropy (CAP®), and a Certified 21/64 Advisor in multi-generational family philanthropy – she serves as a guiding light for philanthropists seeking to navigate the intricate pathways of giving with a sense of purpose, joy, and informed insight.

Beyond her advisory role, Janell's commitment to making a difference is profound. She has actively participated in various nonprofit boards and has been acknowledged by influential figures. Governor Jan Brewer selected her to contribute her expertise to the Arizona Governor’s Commission on Service and Volunteerism. She also directed efforts at the Arizona Community Foundation and played pivotal roles in planned giving and endowment building for esteemed institutions like Seattle Opera.

A standout highlight is her involvement in the Newark Prisoner Reentry Initiative in 2007, a pioneering program championed by Mayor (now Senator) Cory Booker to curb recidivism and support successful reintegration into society. Her contribution earned recognition from Harvard University's Ash Center for Democratic Governance and Innovation in 2012.

Her rich experiences extend beyond her professional endeavors, as she finds joy in travel, indulging in musical theater and opera, unwinding with a captivating book, and sharing cherished moments with her two sons and a spirited Bichon. She’s especially passionate about her current board service with Horizon House, a unique urban senior-living community located in the heart of downtown Seattle, and Seattle Opera.

Janell is a beacon of inspiration in the realm of philanthropy, infusing warmth, purpose, and dedication into all she does. Her profound impact is a testament to her unwavering commitment to fostering positive change and meaningful connections in the world of giving.

Meet Our Host:

Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists on their giving journey. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in an intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan.  Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she enjoys advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.

Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant. She has served as the Co-Dean of Philanthropy for the Purposeful Planning Institute and as a Contributing Author for the Planned Giving Design Center.

Guest Speaker: Karen Corbitt, Founder, Generational Story

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute 

Description: Karen Corbitt, Founder of Generational Story, joins us for a conversation on the immense value of recording and preserving personal stories. Capturing your clients' stories not only deepens connections but can serve as a powerful tool for advisors to help clients create lasting legacies.

Introduction to Our Guest Speaker: 

Karen Corbitt graduated with MSEE from Stanford University. Karen has always been interested in preserving history and heritage. In 1999, when her husband was suddenly killed in a plane crash, she became more acutely aware of how invaluable it is to capture those memories on video as her children, ages 1-10, grew up with sparse recollections of their father. Generational Story is founded on the principle that capturing the voice, emotion, and personality of an individual is as important as the stories themselves. Making sure these memories stay secure and accessible ensures an individual’s stories will become a timeless treasure for generations to come.

Karen has 5 children and 8 grandchildren and lives in Bellevue, WA.

Advisors are commonly asked to have a distinct value proposition that they can share with their clients and prospective clients. Most focus on serving the decision-maker(s) in their client families, which prevents them from providing their "whole" value to the clients they serve. In this podcast, Dr. Richard Orlando will share what it means to love one's clients and why this is important to Advisors and the clients they serve.

About Our Guest Speaker

For the past twenty-five years, Dr. Orlando has sat at boardroom tables and kitchen tables alike, advising high and ultra-high net worth client-families—many at the helm of a family enterprise—as well as training thousands of advisors to build upon financial advising to include the qualitative, multigenerational planning needs of their client-families.

Prior to founding Legacy Capitals, Dr. Orlando led Merrill Lynch’s Global Practice Management Consulting Group for fifteen years and served in Merrill’s Family Office. He has been referenced in numerous publications, including The New York Times, Bloomberg Business, and The Wall Street Journal online, among others.

His interdisciplinary background includes computer science, business, and psychology. After earning a Bachelor of Science in computer science and business from St. John’s University, he pursued a career on Wall Street, earning his Series 7 and 63 licenses. Returning to school, he received a master’s degree in counseling/theology from Trinity International University, then a doctorate in family systems from Seton Hall University with a dissertation on wealth management family teams.

Dr. Orlando is an approved instructor for the Investments & Wealth Institute’s Certified Private Wealth Advisor (CPWA) Certification Program, a faculty member of the UHNW Institute, holds a certificate in family wealth advising from the Family Firm Institute, and is certified as a professional coach from the International Coach Federation’s accredited program.

Additionally, he is the author of Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions and Love Your Clients: the tale of the Whole Family Advisor®. Dr. Orlando sits on the board of directors for Urban Hope in Staten Island. Born and raised in New York City, he resides in Bucks County, Pennsylvania, with his wife and children.

Meet Our Host

Melissa Mitchell-Blitch helps families develop skills to navigate decisions, transitions, and conflict related to business and wealth.

She is a former CPA and financial advisor -- who left her career in finance to earn a Master's in Psychology and focus on the "people side" of family business and wealth. She has an empathetic yet direct style, which allows her to work well with a wide variety of people. Her approach is solution-focused.

Melissa is also the author of "In the Company of Family: How to Thrive When Business Is Personal" and Purposeful Planning Institute's Dean of Individual Development.

Lewis Weil, founder of Money Positive joins us for a conversation on financial planning, entrepreneurship, bringing purposeful planning to the middle class, and lessons from being part of a legacy family that only has its stories left.

Introduction to Our Guest Speaker: Lewis Weil is a molecular biologist-turned-financial planner and restoration ecology practitioner. His focus is on how the things we do today compound and affect our quality of life and the health of the planet in the future. He believes financial security leads to a more vibrant society and that rebuilding habitat is part of our path out of the climate crisis. He is the founder of the financial planning startup Money Positive Cooperative. Lewis lives in Austin Texas with his wife Rae and their cat Pinball.

In this thought-provoking podcast episode, Courtney delves into an innovative organizational change model that challenges our conventional understanding of how change unfolds within families. Through a captivating discussion, Courtney sheds light on the powerful framework of Appreciative Inquiry and explores its potential to reshape our approach to family dynamics.

About Our Speaker:

Courtney Pullen M.A. is the President of The Pullen Consulting Group. He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication and team building.

Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983. He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver. Courtney also spent 17 years as a Senior Consultant with Conversant, a communication and collaboration consulting firm to Fortune 100 Companies.

Pullen has lectured frequently, conducted numerous workshops and been published in the areas of individual and organizational change, behavioral finance, communication and family wealth dynamics. He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute. He is also a graduate of the Newfield coaching program.

He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences.

His primary focus is as a consultant to financial services firms and affluent families. He recently published Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. He is also on CPWA faculty at the University of Chicago Booth School of Business.

Lori LoCicero and Lisa Pahl are the creators of The Death Deck, a card game that explores
death and dying using multiple-choice questions and a dose of humor. The two describe their
personal and professional experiences that led them to create a tool to open end-of-life
conversations. They share why conversations about end-of-life preferences can be just as
important as the paperwork. Lisa and Lori provide tools participants can use to engage their
clients in these meaningful conversations.

Introduction to Our Speakers:

Lisa Pahl is co-creator of The Death Deck, a lively and humorous card game that inspires
meaningful conversations on what matters most in our lives and in our deaths. As a Licensed
Clinical Social Worker with over fifteen years of experience in hospice and emergency medicine,
Lisa helps people cope with illness, dying, and grief. With a passionate belief that peace at the
end begins with meaningful conversations over time, Lisa engages people in talking about and
preparing for this important stage of life.

Lori LoCicero is a freelance writer and co-creator of The Death Deck. A creative storyteller and
eternal optimist, Lori combines her personal stories of loss with her innate sense of humor to
write about life and talk about death. She has written and directed independent films,
documentaries, and a variety of live gala events. Her upcoming memoir offers readers an intimate
look at loss and her discovery of post-traumatic growth and was the catalyst for creating The
Death Deck.

You can find out more about Lisa, Lori, and The Death Deck at thedeathdeck.com.