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EPISODE 16: Purposeful Planning Institute - Changes Over the Last 20 Years
October 10, 2022
Lori Coonen
EPISODE 16: Purposeful Planning Institute - Changes Over the Last 20 Years
Lori Coonen
October 10, 2022

EPISODE 16: Purposeful Planning Institute - Changes Over the Last 20 Years

Lori Coonen
October 10, 2022

In this episode: Rod Zeeb and John A. Warnick of the Purposeful Planning Institute, discuss the changes the organization has seen over the last 20 years and how to navigate through the changing times.

Length: 37 minutes

Newer PostEPISODE 17: Independent Trustees-What They Do and How They Benefit Planning Professionals and Their Clients
Older PostEPISODE 15: Wealth 3.0: Tipping Point? Embracing the New Era of Rigor and Positivity in Our Work as a Field
 

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