The Ethical Will
Continuing Education for Financial Professionals
A CFP® CE Course on Ethical Wills
When attending the “Discovering Values ~ My Legacy Within” workshop, you will enjoy exploring the personal values which give meaning and purpose to your life. Upon completion of the session, you will be able to effectively document, share, and record one or two core values through storytelling.
Come join Professional Personal Historian and Ethical Will Workshop Leader April Bell, and be guided in effectively capturing and sharing your invaluable legacy stories. In this interactive and fun retreat-like experience, you will:
-Complete exercises designed to explore the values which give meaning and purpose to your life
-Achieve deeper connections and stronger bonds with values-based stories
-Effectively document, share, and record one or two core values through storytelling
-Tell a story or two in front of the group illustrating your own core values (optional)
Don’t miss this fun and deeply enriching opportunity to discover the stories behind your personal values and philosophies. Be a proactive StoryCatcher® and curate your life’s wisdom and legacy. Your family, your friends, and maybe even your community, will be grateful you took the time to give them this irreplaceable gift to share today, and for generations to come.
What’s your story?
Mike Crvarich, Vice President/Legacy Planning at John Muir Health Foundation speaks to the value of having done the Spirituality of Philanthropy workshop retreat with April Bell. Listen as he outlines the purpose of the work, its mission and cause, plus the direct impact doing this work with their donors had on donations received by the foundation in 2016.
Earn CE Units
This Ethical Will course for Certified Financial Planners will earn you CE Units while learning valuable information to help you connect more genuinely with your clients and thier needs.
The course is virtual, so you can complete it when it’s convenient for you.
Sign up to be notified of course dates and availability.
~ Your Privacy Matters — I Never Share Your Data ~
New York Times Article:
The Ethical Will, an Ancient Concept, Is Revamped for the Tech Age
November 1, 2014: The New York Times recognized my partner and I for being pioneers in bringing the ancient concept of the Ethical Will into the modern age. Have you tried our Ethical Will App, StoryCatcher® for iOS?
“My Life in Paragraphs” Card Deck
Provocative Story Prompts
This legacy story card deck is designed to accompany the “My LIfe in Paragraphs” course, and was created by me, April Bell. The cards may also serve as stand-alone prompts to spark stories that have brought meaning, learning, and purpoose to you life. Get your cards now.
“Through exploring our own sacred stories, we shape the foundations which hold up our future generations.”