Free Lunch and Learn for Professional Advisors

Fulfillment Planning Building a Practice that Matters

November 9, 2017 Noon to 1:30

Held at the Chillicothe-Ross Chamber of Commerce

45 E Main Street

Chillicothe, OH 45601

Are you looking for a proven method to grow your practice and pack it full of happy, satisfied clients? Sure you are . . .

Come to this introductory session on Fulfillment Planning ™. It’s a process that connects clients’ abundance with their values in purposeful action that makes a difference for the people, causes and institutions they love.

This is a great session for all legal, financial, tax and insurance advisors. You will come away with a 5-step method for engaging clients right now to increase not only their wealth but also the sense of meaning in their lives.

Lunch will be provided.

Space is Limited! Register Now!

Download flyer pdf 

 

 

Presenter: Laura Waller

Laura is an author, speaker, complex gifting consultant and legal archeologist.  She has spent three decades working with individuals, businesses, and organizations in a process she defines as “Fulfillment Planning”.  With a background in banking, non-profit advancement, higher education, and private financial services, she has developed a unique approach to weaving philanthropy into every part of a person’s financial planning so that they can lead lives of success, significance, and security.  Her areas of expertise include leveraging philanthropic gifts, family asset growth and protection, and social enterprise.