An Attitude of Gratitude

Posted by on September 14, 2009 in Family Wealth, Musings | 0 comments

By the time this posts, I’ll be in Colorado for Purposeful PlanningTM’s Masters Level Intensive Training Program. The recommendation to attend came out of a phone conversation with Courtney Pullen, a well-known and well-respected family wealth counselor. I had contacted Courtney to see how he came to develop this specialty, and to see how I, too, might continue the process of utilizing the skills and experiences of my first career, in wealth management, in my second career as a licensed professional counselor. Courtney recommended the Intensive as the best next step in this process.

His description of the program deeply resonated with my passions for philanthropy, legacy, and authentic living. But since I launched my private practice earlier this year, its training budget is not yet in line with the cost of traveling to and attending such a program.

A firm believer in “it never hurts to ask,” I inquired of Courtney if scholarships were available. He was not sure but knew Barb Culver could answer this question for me.

In a matter of days, I got the glorious news that the four faculty members had come together and offered to sponsor my attendance, so that the majority of my tuition would be covered.

I cannot express how humbling the experience was. To have 4 individuals, who have never met me – and only one which has ever spoken to me – offer such a generous gift so that I could take advantage of such a wonderful and timely opportunity, is amazing. I am filled with gratitude. That is why, in the most public way I know how, I want to offer my most sincere thanks to the Purposeful PlanningTM Faculty:

Barbara A. Culver, CFP, CLU, ChFC, AEP

Terry Hunt, EdD

Courtney Pullen, MA, LPC

John A. Warnick, Esq.

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