Wide-Eyed, Unprepared, & Overwhelmed: A Perspective on the Mind of a Young Inheritor In this audio podcast, produced by the Purposeful Planning Institute, Matthew Wesley interviews Kristen Heaney about her story of early inheritance af… Legacy Capitals September 22, 2022
Inspire Honest Conversation with Your Clients and Advance Your Own Development Using the Book, In Three Generations The Purposeful Planning Institute's, John A Warnick, interviews of Kristen Heaney regarding her book, In Three Generations. Legacy Capitals August 11, 2022