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The final session of the Kiama Readers' Festival was a panel discussion co-sponsored by the BAD Sydney Crime Writers' Festival, presented by Susan Turnbull, professor of Communications and Media at the University of Wollongong. Professor Turnbull interviewed retired journalists and successful crime writers Michael Brissenden and Chris Hammer, and the session was introduced by Perrie Crowshaw from the Friends of Kiama Library.
Susan Turnbull is the founder of Personal Legacy Advisors. 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. personallegacyadvisors.com socialsecharity.org
We were thrilled to have Susan Turnbull back to lead our November Empower Women event, Gratitude, Wisdom & Blessings: Writing an Ethical Will for Your Loved Ones. In this event, Susan explored a beautiful and venerable instrument of legacy that makes a place for your own voice alongside the cold legalese of your legal will, help you gain a thorough understanding of what ethical wills are. She also shared inspiring examples that reveal different approaches for creating them and provided templates and tips for writing a legacy letter that will be highly satisfying for you to create, and will be treasured forever by those you love. Susan is a former journalist and 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 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 creator of LifeLegacy Cards. All are 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. General Disclaimer: Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Susan Turnbull is the founder and Principal of Personal Legacy Advisors. She the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, and creator of Life Legacy Cards and the Life Legacy Conversations Tool, 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 and has been featured in many national publications.
Bill and Susan Turnbull are the founders of the wonderful organization, Faith Matters. Their mission is to help us expand our understanding of our faith, and Faith Matters does this through amazing events, gatherings, publications, podcasts, and they even published my book! In this episode, Bill and Susan are sharing how they started doing their valuable work in the world, how you can get involved, and the details of a project that myself and Faith Matters have collaborated on that's ready for you to enjoy. Get full show notes and more information here: https://jodymoore.com/426
Do you ever wonder what kind of legacy you'll leave behind for your loved ones? Sure, your will might divvy up your tangible assets, but what about your values, stories, and wisdom? I'm thrilled to have Susan Turnbull with us. Susan is the founder of Personal Legacy Advisors, a company dedicated to helping people create ethical wills to pass on their values, stories, and wisdom to future generations. Susan is a former journalist turned expert in the field of ethical wills, and she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will. Her presentations, tools, and services are known for their personal and practical focus on estate, financial, and philanthropic planning. In this conversation, we will delve into the concept of ethical wills, their history, and the misconceptions that surround them. We will also explore how creating an ethical will can be a meaningful way to pass on one's accumulated wisdom and experience with intentionality. We discussed: Your voice matters—why an ethical will isn't about posessions or assets Why an ethical will is meaningful for your loved ones How an ethical will can help you reflect on your life and values 4 important things people need to say (or hear) during someone's final days How to start writing an ethical will when it feels daunting or overwhelming Common fears people have about writing an ethical will Connect with Susan www.PersonalLegacyAdvisors.com Sign up for two free resources on ethical wills
American Institute of CPAs - Personal Financial Planning (PFP)
The term legacy can come across as vague and intimidating. Often it is associated with assets left behind at death. In this episode of the PFP Section podcast, expert Susan Turnbull sheds light on the broader way to view legacy that will support your clients to get in touch with the difference they want to make in the lives of others now and later. Getting clear on these desires will help you to create a more targeted financial plan while also having meaningful conversations with your clients. Susan answers the following questions: What does legacy mean to you? Why is it important for advisors to talk with their clients about their vision for their legacy? What are some ways to approach this discussion with clients? What is a legacy letter or ethical will and how can advisors use this with their clients? Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. Learn more about creating ethical wills and legacy letters in Susan's webcast on May 3rd and May 16th, Discover how to have impactful legacy conversations. If you're interested in resources to have these discussions with clients, visit Susan's website. This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.
Harry speaks with Susan Turnbull, the founder and principal of Personal Legacy Advisors, on the subject of how to create an ethical will.More on Susan: https://www.personallegacyadvisors.com/Harry answers more questions at: https://askharry.info/Get Harry's book, "Get Your Ducks In A Row": https://www.margolisbloom.com/get-your-ducks-in-a-rowGet your own podcast at www.pod617.com/contact
Harry speaks with Susan Turnbull, the founder and principal of Personal Legacy Advisors on the subject of an introduction to ethical wills.More on Susan: https://www.personallegacyadvisors.com/Harry answers more questions at: https://askharry.info/Get Harry's book, "Get Your Ducks In A Row": https://www.margolisbloom.com/get-your-ducks-in-a-rowGet your own podcast at www.pod617.com/contact
Positive Living Vibrations with Sara Troy and her guests Faisal Khattak and Tracy McGee and Susan Turnbull on bullying. https://selfdiscoverymedia.com/2013/08/19/1513-understanding-bullying-and-how-to-disempower-it/
Susan led lively and engaging program that broaden our imagination on what it means to create a legacy. Through active exercises and absorbing storytelling, we left with a renewed sense of your potential for positive influence in the lives of the people and institutions most important to you. “Wealth” gets a new definition, too, as you consider how to pass down the wealth of your values and blessings through the instrument of an ethical will, or personal legacy letter. Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer and speaker, 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 Life Legacy Cards and the Life Legacy Conversations Tool, all designed for those who agree that wealth transferred to future generations has both tangible and intangible dimensions. Susan’s work has been featured in many national publications, including the New York Times and USA Today. She and her husband live in Manchester-by-the-Sea, Massachusetts, and when she is not working, you might find her singing in a local chorus, serving as a volunteer mentor at a family support center or delighting in the frequent visits of six young grandchildren. Tax Disclaimer: HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan. General Disclaimer: Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Tom Myers is joined by panelists Jeff Hysen, Abby Mello, J Jay Boyd and guest Susan Turnbull.Original airdate: 3 November 2020Theme music by Jeroen van den HurckExecutive Producer: Tom MyersExecutive Producer for IPMNation: Matt Connarton© 2020 Tom Myers See acast.com/privacy for privacy and opt-out information.
Bonus Interview with Susan Turnbull.Theme music by Jeroen van den HurckExecutive Producer: Tom MyersExecutive Producer for IPMNation: Matt Connarton© 2020 Tom Myers See acast.com/privacy for privacy and opt-out information.
Have you had the most important conversation with the most important people in your life? Chris welcomes Dr. Amy D’Aprix, Susan Turnbull, and Bob Mauterstock, eldercare experts who talk about the importance of legacy planning and discussing your intentions with family.
Join host Chris Boyd for an exceptional panel to discuss - Important Conversations. Consider various conversations to have with clients about their life’s legacy, wishes, and family communications. Panel members are Dr. Amy D’Aprix, Susan Turnbull, and Robert (Bob) Mauterstock. Dr. Amy D’Aprix, Life Transition Expert - worked with large financial institutions throughout her career supporting the work of financial advisors and their clients.clients. Her new service for financial advisors, Trusted Advisors of Choice, launches in July. The accompanying Client Portal will launch in October. You can learn about both services at: www.DrAmy.Life Susan Turnbull - is founder and Principal of Personal Legacy Advisors, LLC. She is a professional writer, speaker, workshop facilitator and an author. Among her publications of which advisors will want to particularly take note is “The Wealth of Your Life: A Step-By-Step Guide for Creating Your Ethical Will”. Find out more at www.PersonalLegacyAdvisors.com. Bob Mauterstock - After a career as a financial planner, Bob was compelled to share the wealth of his experience by writing books, public speaking, and helping advisors build the skills they need to hold important conversations and plan appropriately for issues of retirement. Bob is a co-founder of Plan4LifeNow.com. Learn more about Bob’s work at www.GiftOfCommunication.com.
In celebration of SYM's 50th anniversary, speaker, author and coach Susan Turnbull spoke to a gathering of friends and community in four of our SYM communities. In this podcast, we're featuring the presentation in Winona Lake, Indiana. Listen as Susan redefines the word "legacy," taking it back from the grave, then treats the audience to a hands-on, invigorating exploration of the riches we can leave for our families, friends, communities, and the generations that will follow. To access the print materials referenced in the podcast, visit the podcast page on SYM's website. www.sym.com The opinions expressed herein are those of SYM Financial Advisors (“SYM”) and are subject to change without notice. SYM has no affiliation with Susan Turnbull or Personal Legacy Advisors, Inc. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. _______________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm
Today on Midday, we continue our series of Conversations with the Candidates.My guest is Ben Jealous, the Democratic nominee for Governor. He was one of nine Democrats on the ballot in the primary last June. And he beat the crowded field handily, with 40% of the vote, defying pollsters and pundits, many of whom who had predicted a win by Prince George’s County Executive Rushern Baker.In the end, Mr. Jealous bested Mr. Baker by nearly 10 points. Ben Jealous and his running mate Susan Turnbull, the former Chair of the Maryland Democratic Party, are now challenging Republican Gov. Larry Hogan and Lt. Gov Boyd Rutherford. Ben Jealous is perhaps best known as the former president and CEO of the NAACP. When he was appointed to that position in 2008, he was, at 35 years old, the youngest person ever to lead the venerable civil rights organization. In 2013, he joined Kapor Capital, a socially conscious investment firm. He manages the firm’s Baltimore office. He is also a visiting professor at the Woodrow Wilson School of Public and International Affairs at Princeton University. We livestreamed this show on the WYPR Facebook page. If you missed that video, check it out here.Election Day is seven weeks from today. Early voting begins in just 37 days on Oct. 25. Please remember to get out and vote!
Today, another installment in our series of Conversations with the Candidates. Susan Turnbull has been active behind the scenes of the Democratic party for years, and now, she is stepping out front as the Democratic candidate for Lt. Governor, running along-side former NAACP President Ben Jealous. Susan Turnbull served as the Chair of the MD Democratic Party from 2009-11. Prior to that, she was Vice Chair of the Democratic National Committee. She also chaired the DNC Women’s Committee in the late 90s and early 2000s, and she led the DNC’s Women’s Leadership Forum. Susan Turnbull is a co-founder of Emerge MD, an organization that offers training to women who want to run for elective office. She also served on the Montgomery County Board of Appeals.In addition to her work in politics, she has also been very active in Jewish service organizations, including co-founding the Bolechow Jewish Heritage Society and serving on the Jewish Community Relations Council of Greater Washington.She holds a Bachelor’s Degree in Urban Studies from the University of Cincinnati, and she has run an interior design firm for the past 20 years.Susan Turnbull is 65 yrs old. She and her husband Bruce live in Bethesda. They have two adult children, and three grandchildren. Like all of our Conversation with the Candidate, this interview was live-streamed on WYPR's Facebook page, and you can find the video here.
Peta Roberts, a life story professional who does it all. In this episode, Peta tells us about how documenting her own family's history led her to a career in personal history, and how a newspaper advertisement jump-started her business. A climb in the Andes with an Argentinian ski guide led Peta to an enormous oral history project. Pure serendipity, mixed with a healthy dose curiosity, led to the creation and publication of a genealogical index. Peta worked with The old Welsch families living in the Chubut province of Argentina (which answers the question, why do they speak Welsh in South America?) From this project came collaboration with historian Michele Langfield to document all of the Welsh Patagonians who had come to Australia. None of them were related to Peta's family, but the work fueled her interest in helping others preserve their life stories. Peta describes family history as a three-legged stool One leg is the genealogy: names, dates, places. Another is genetic DNA testing, which can link us to people we never knew we were related to (for more on this topic, listen to our talk with scientist Mike Tones). And the third leg of the stool? Family stories. For the Welsh Patagonian Australian oral history project, Peta created a relationship map to show how the families knew each other, married into each other's families, and came to Australia together on the same ship. Can you use a relationship map to illustrate connections in your client's story?" Funding sources: in this case, it came from academia. The book is available on Amazon. Personal historian means different things to different people Peta placed an ad in a local newspaper and clients called with various needs. She adapted to meet the needs of the people who wanted her help. recording interviews and creating a book from the transcripts working with a client's letters digitizing, organizing and preserving photographs How do you build the skills you need for different projects? by doing by consulting experts (e.g. in Peta's case, she reached out to a paper conservationist about preserving old, frail photos) Why it's a mistake to use the "hunter gatherer" technique for orgainizing photos. Pet describes her systematic yet flexible approach. [Listen to Martie McNabb of Memories Out of the Box talk about finding the stories behind the photos, documents and mementos] Sometimes it comes down to being brave, establishing a clear understanding of what the client wants, and then deliver. What is the client's pain point? Search Amazon for models of what you want to create--in Peta's case, it was publishing a book of letters in the native handwriting (not transcriptions). Marketing How Peta structured her winning newspaper advertisement: “Want to give the perfect gift? Get personal. Tell them your life history. Record your audio, video, or write your life story in a book.” We talk about what makes a good ad, and what doesn't. What is an ethical will? Usually in letter form, it's a way for a client to pass on their experiences, values, and the stories of how they overcame struggles. Smaller than life story projects. Trust documents are bare bones, but an ethical will says who I am. It's what you want your loved ones to know and understand.” —Susan Turnbull of Personal Legacy Advisors, as quoted in a New York Times article Peta's strategy: Peta wrote to attorneys to explain how she could help their clients; one of the attorneys brought Peta in to give a talk to his clients. (In an earlier episode, Dhyan Atkinson talked about using referral partners to compound your marketing efforts.) Storyical, Peta Robert's podcast Peta's podcast introduces the public to personal historians and life story professionals. She interviews a variety of people, including personal history writers and their clients. Two recent linked episodes feature Songfinch, a company that produces customized songs with lyrics based on the stories of a person's life. Links: Find Storyical on iTunes, Google Play, Stitcher, iHeart Radio, Spotify. Find Peta Roberts at lifestoryprofessionals.com. If you enjoyed this episode, please help spread the word about the Life Story Coach podcast by leaving us a review on iTunes. Now go out and save someone's story.
December 5, 2017 - The Maryland Gubernatorial Race - Former NAACP President Ben Jealous, who is now running for Governor of Maryland in the Democratic Primary, joined us in-studio with his pick for Lieutenant Governor, Susan Turnbull. Our conversation ranged from the popularity of Governor Hogan to crime and poverty in Baltimore, health care, education and more.
Episode 169 - Passing Your Wisdom and Values to Your Family: Ethical Wills with Susan Turnbull
"Anything You Want/Right Here" with Susan Turnbull Authentic April continues with the host of Authentic You Media's "Breakthrough": Susan Turnbull! Susan Turnbull is a Transformational “Beliefs” Coach, Certified Bio-Kinesiologist, Emotional Energy Specialist, Human Design Specialist, Spiritual Integration Specialist, Author, Public Speaker, Seminar Facilitator, Radio Show Host and Spiritual Intuitive. TheUrbanGent will share the details of his Human Design Chart and all its revelations. Are you living by design? Remember to relax, relate, and release with the Lady & TheGent Sounding Board at the top of the show and get "The Suckiest Thing That Ever Sucked" about your week off your chest! Visit the official show page: http://www.AuthenticYouRadio.com/Lady-and-TheGent
If you missed it, don't worry, here it is: Rebroadcast of the DEBUT of BREAKTHROUGH!: The Hidden Belief Story Running Your Life: Why "The Secret" May Not be Working For YOU. In this debut show with Susan Turnbull, we'll delve deeply into how your “Hidden Beliefs Story” and core beliefs are behind all the chaos, lack and limitation in your life. You'll discover: * Why the "The Secret" isn't working for you * Why success can elude you even however great your potential * The missing piece to turning everything in your life around Susan will be sharing information, ideas, inspiration and tools that you can begin right away to uncover the beliefs that are creating havoc, with your money, your relationships, and your health & well-being, and you living your life purpose. It is ALL connected! Visit the official show page: http://www.AuthenticYouRadio.com/Breakthrough
The Hidden Belief Story Running Your Life: Why "The Secret" May Not be Working For YOU In this debut show with Susan Turnbull, we'll delve deeply into how your “Hidden Beliefs Story” and core beliefs are behind all the chaos, lack and limitation in your life. You'll discover: * Why the "The Secret" isn't working for you * Why success can elude you even however great your potential * The missing piece to turning everything in your life around Susan will be sharing information, ideas, inspiration and tools that you can begin right away to uncover the beliefs that are creating havoc, with your money, your relationships, and your health & well-being, and you living your life purpose. It is ALL connected! Visit the official show page of Breakthrough with Susan Turnbull: http://www.AuthenticYouRadio.com/Breakthrough