CEO of Paragon Road, leader in Meaning Legacy planning (passing on non-financial assets, such as values & wisdom). Author of #YourMeaningLegacy #Writer #Speaker

San Diego, CA
Joined October 2008
Dynamic Wealth Management Tips | Rejuvenate Your Personal Finances ift.tt/3fDTQTF
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Best DNA Test Kits | 5 We Love, 2 to Avoid ift.tt/2Swk8io
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Benefits of Estate Planning for People in Their 30s, 40s, 50s, and Beyond ift.tt/32c83Af
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Genealogy Research: A Beginner’s Guide ift.tt/3cUlOtr
Family Reunion Activities That Will Make Your Gathering Unforgettable ift.tt/3bA1n4F
You were amazing @LauraRoser !! Thanks so much for sharing all your wisdom!!
Thanks @TheEstateLawyer for a fantastic first day of your Legacy Planning Summit. It was an honor to #speak and I learned so much from your other speakers!
Thanks @TheEstateLawyer for a fantastic first day of your Legacy Planning Summit. It was an honor to #speak and I learned so much from your other speakers!
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"What’s it gonna be like, dying? To go to sleep and never, never, never wake up." Alan Watts, who died to unwaking sleep on this day in 1973, reflects on death in a haunting animated short film: brainpickings.org/2012/10/31…
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Great #LegacyPlanning Summit starts tomorrow! Register Now to join us @ Legacy: The Evolution of Estate Planning #estateplanning #wealth #wealthmanagement
So excited to present at the Legacy Evolution of Estate Planning Event! (There's still time to register and it's free!)
Your Meaning Legacy: The Seven Components of a Non-Financial Legacy with @lauraroser -- Author of "Your Meaning Legacy" - complimentary virtual summit legacyplanningsummit.com
Love this from Seth Godin. One difference between science and art If you can’t replicate the work and get the same outcome, then it’s not science. If you can replicate the work and get the same outcome, it’s not art. wp.me/p9XDcM-84G via @thisissethsblog
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Thoughts about Seth Godin's new book, The Practice. @SethGodinBlog @SethGodinLive "Just Keep Swimming” mahoganyconsulting.com/just-…
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This honor is well deserved. COVID-19 is not just a health crisis—it is also now a food crisis, and @WFP is there to respond. I’m inspired by the thousands of people in the organization who have committed their lives to fighting hunger. b-gat.es/3luvJYq
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