Statewide
September 4, 2025: Legacy Conversations with Susan Turnbull
Earn continuing education credits and keep informed on the latest developments in charitable giving and tax law as you learn from nationally-recognized experts. Philanthropy Forums are provided via webinar and provide topics of interest to attorneys, CPAs and wealth managers.
Legacy Conversations: The Value of Educating Clients about Ethical Wills and Letters of Wishes
Susan Turnbull
Thursday, September 4, 2025 | 12 – 1:30 pm | FREE
This one hour presentation is followed by an optional 30 minute Q&A session.
When financial and estate planning professionals can bring the concept of “legacy” down to earth, conversations and strategies find a level that can be deeply satisfying for both clients and advisors. Practical approaches for doing so will be the focus of this experiential webinar. Attendees will consider both the tangible and intangible dimensions of wealth as a foundation for complete legacy planning. Of particular emphasis will be the value of ethical wills and letters of wishes as tools for legacy planning that goes beyond the mere distribution of assets.
Susan Turnbull is Principal of Personal Legacy Advisors, founded by her in 2004. A former journalist, her presentations, tools and services are known for a uniquely personal and practical focus on the qualitative aspects of estate, financial and philanthropic planning. She the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent, creator of LifeLegacy Cards, all designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions. Susan is a member of the Boston Estate Planning Council, the Purposeful Planning Institute and the Personal Historians Network Northeast. She and her husband live in Manchester-by-the-Sea, Massachusetts.
Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy, CFP Board and American Bankers Association.
Thank you to our event sponsor:
