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Resources

Educational Workshops are held by The Summit Foundation on an annual basis.
Current donors, professional advisors and community members are invited and encouraged to attend.

More Than Money: Passing on the Wealth of your Life
Peaks Society Workshop scheduled for Tuesday August 16, 2016 in Breckenridge

Your legal will protects and transmits the material assets you have built over the course of your life. Yet chances are, what is most valuable to you transcends financial wealth.

Join author Susan Turnbull the morning of Tuesday August 16 at Beaver Run Resort for an insightful workshop exploring the venerable instrument of the ethical will. Learn about the wisdom it brings to legacy planning, and start to write your own, as part of your own process of creating a legacy plan that authentically reflects your unique history, values and vision for making a positive difference.

What is an ethical will?

It is a non-binding letter or recording created for your loved ones, successors or trustees. Though often shared during life, an ethical will is created with the intention of lasting beyond your lifetime for the purpose of passing on values, wisdom, stories, feelings, advice, or important information.

Ethical wills have ancient roots, first seen in the Jewish tradition 800 years ago when fathers began to write their sons parting letters or wisdom and advice.  As a modern instrument, they create the opportunity for personal reflection and serve as a non-binding vehicle for personal “voice,” otherwise missing in the legal documents.

The workshop: energizing and interactive workshop in which you will

  • Reflect upon the values that have shaped your life
  • Consider your vision for creating a positive impact inside and outside your family
  • Consider and get started on your own ethical will to children or grandchildren, successors or trustees

About the presenter:   

Susan Turnbull is founder and Principal of Personal Legacy Advisors. A professional writer and speaker, her presentations, tools and services are known for a 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, and co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent. Susan lives in Manchester-by-Sea, MA.

Peaks Society Workshop

More Than Money: Passing on the Wealth of your Life
Tuesday August 16, 2016 9 a.m. to noon
Imperial Ballroom, Beaver Run Resort & Conference Center
RSVP to
[email protected] or call 970-453-5970

Overviews of previous workshops and links to the materials presented at each can be found on this page.