Experts Library

Client Article: Intentional Giving

Ron Blue

Tools and Resources: Client Tool

Creating Intentional Space in Client Conversations

Jim Wise

National Teleconference

Client Life Change: Intentional and Eternal

Tom Conway

Annual Conference: Breakout

2021 AC Workshop-Designing Intentional Family Conversations

Linda and Lloyd Reeb

Annual Conference: Breakout

More or Less: A Story of Intentional Simplicity

Jeff Shinabarger

National Teleconference

2021 AC Workshop-Intentionally Constructing Your Practice: H...

Jim Wise

Annual Conference: Breakout

Practicing God's Presence Study Group

Dr. Ken Boa

Study Group

Master of Inefficiency

Jim Wise

Study Group

Successful Succession Planning: A Case Study

Brian Cochran &

John Moore

Study Group

2021 AC Workshop-Finishing Well

Howard Dayton

Annual Conference: Breakout

Legacy Planning: Family Vision, Mission, and Values Study Gr...

Bill High

Study Group

Client Article: Giving

Ron Blue

Tools and Resources: Client Tool

Generations & Generosity Study Group

Brad Formsma

Study Group

Practical Legacy

Bill High

Annual Conference: Breakout

Filling Your Jar Wisely

Pete Wilson

Annual Conference: Main Stage

Building a Thriving Second Half Family - Client Panel

Lloyd Reeb

Annual Conference: Breakout

2020 Annual Conference: Transforming the Client Experience T...

Matt Hames

Core Training: My Ministry of Biblical Financial Advice

Ron Blue

Online Training

Skillful Interactions in the First Year of Widowhood

Sharon Epps &

Pam Pugh

National Teleconference

Ron Blue Answers: Faith

Ron Blue

Coaching Calls

The Hobby Lobby Story: A Legacy in Process

David Green

National Teleconference

Charitable Overlays for Advanced Estate Planning Strategies

Jeanne McMains

Annual Conference: Breakout

Building Deeper Relationships by Freeing Clients to Pursue T...

Sanford Coggins

Annual Conference: Breakout

Understanding the Christian Market Segment White Paper: The...

Kingdom Advisors

Tools and Resources: Practice Tool