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Discover how to have impactful legacy conversations
Personal Financial Planning

Discover how to have impactful legacy conversations

Personal wealth can be a tricky topic to navigate. In her fresh take on legacy dimensions, Susan Turnbull offers you the tools to help you uncover and document the wishes of your clients in a way its intent is clear to CPAs, attorneys, trustees, and successors.

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NASBA Field of Study

Specialized Knowledge



CPE Credits



Susan Turnbull


3 months

Product Number


 Business & partner 
Product Details

Untangle personal wealth planning

It's all too easy for us tax and financial planners to get so caught up in the numbers and technical strategies that we miss fully comprehending the desires and wishes of the client.

In this webcast, Susan Turnbull presents her insightful and immediately actionable approach to client legacy conversations.

You'll cover a range of non-binding vehicles, resources, and strategies ideal to help clients clearly convey their intentions to loved ones, heirs, successors, and trustees.

Be in the best place to advise. Join us for this webcast today.

This event is CFP eligible.

Key Topics

  • Non-binding legal instruments
  • Wills, letters of wishes, letters of donor intent
  • Client support and communication strategies

Learning Outcomes

  • Recognize the historical, literary and legal dimensions of non-binding instruments of self-expression relevant to planning
  • Determine practical strategies for how to introduce and discuss ethical wills, letters of donor intent, and letters of wishes to clients
  • Identify resources and ideas to support clients in creating important personal wealth documents.

Who Will Benefit

  • Tax professionals who serve individual clients.
  • CPA and professional financial planners.
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services.

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

More Details
NASBA Field of Study
Specialized Knowledge
Basic knowledge of financial planning and estate planning.
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
1 hr and 15 mins
Do you have an AICPA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Susan Turnbull
Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is 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 and the designer of the Life Legacy Cards and the Life Legacy Conversations tool, all designed for those who agree that personal wealth has tangible and intangible dimensions.

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