Ethical Wills Facilitator’s Network by Region:
List Updated 1/24/2012
Individual facilitators have gone through an extensive
training program and have demonstrated their ongoing skill and
commitment to assist others in completing their ethical will. Provisionally certified
facilitators must complete a number of programs to
obtain initial certification. Once certified,
facilitators maintain their certification through
ongoing programs and review of participant
evaluations.
If you are
interested in a high quality ethical wills seminar,
workshop, or individual consultation, please contact
any member of the Facilitator's Network in your area.
Regions: Northeast and Mid-Atlantic/Midwest and Central/South/West and Southwest/Northwest/Int'l
Northeast and Mid Atlantic States:
Carol Keegan: 2904 N. Leisure World Blvd. #310. Silver Spring, MD 20906 Certified Facilitator
Founder of Life Legacy Coaching and Writing since 2006, she is both a Certified Professional Co-active Coach and Certified EW Facilitator. Her business received a 2010 Unique Business award from Executive Forum Magazine. Transitioning from the career consulting field, she found a resonance with legacy work as she reviewed her own family history, realizing the family name would die with her. She is the former Coordinator of the Student Business Incubator at Springfield Technical Community College and former Associate Director for Alumni Career Services at UMass Amherst. She holds a MSW from Boston College, and a BA from Smith College.
Karen offers workshops with a legacy writing workbook and archival materials; individual legacy writing services in the comfort on one’s home;; collaborations with financial and estate planners and funeral pre-planners; and presentations to organizations.
Telephone 413-747-5819 E-mail LegacyCoach1@comcast.net Web site www.LifeLegacyCoaching.com
Lin has worn many different hats throughout her life. She is a wife, mother and grandmother of three. Lin has been a Certified Nursing Assistant and cared for new mothers and their babies as well as providing end of life nursing care for hospice patients. She has accompanied her husband on assignments to embassies in the Middle East, Africa, Europe and Southeast Asia. Lin is an active member of the Association of Personal Historians and is a certified facilitator for Dr. Barry Baines’ program on Ethical Wills. She conducts Ethical Will training workshops in senior activity and retirement centers and churches, as well as for a variety of community organizations.
Lin provides Ethical Will
workshops, which includes a two-hour ‘Basics
of Ethical Will Writing’ session as well as longer sessions
for in-depth training and one-to-one Ethical Will coaching.
Lin’s desire is to empower
individuals, helping them to write their very own Ethical Will.
Telephone: 703 406-4072 703 795-5826 E-mail: lin@reachingtomorrow.com Web site: www.reachingtomorrow.com
*Maureen Evans, Maryland: E-mail: mev7@aol.com Tel: 202-253-4292
*Frazier Walker, Maryland: Tel: 410-275-8929 E-mail: frazier.r.walker@gmail.com
*
Shelley Baker,
*CarolAnn Price,
Massachusetts: E-mail: CarolAnn.price@pcisynthesis.com
*Ron O'Reilly, New Jersey: E-mail: ron@stories-worth-repeating.com
Midwest and Central States:
Janie S. Petersen, Illinois:E-mail: jpetersen@northwestern.edu Certified FacilitatorJanet
Kirkman, Shawnee Mission, Kansas Certified
Facilitator
Janet is an active member of the Association of Personal Historians. Her business, “That’s Life” was created in 2002 after 25 years in Sales and Marketing. She holds a BA from Kansas University and a Master’s Degree from Wichita State University. Janet is a Certified Facilitator with Dr. Barry Baines’ Ethical Wills nationwide network. She enjoys guiding her clients through the process of creating legacy letters to document the intangible aspects of their lives: their values, lessons learned and hopes and dreams for the future. She creates custom biographies for clients who wish to delve deeper and explore a complete life review from their early years to the present.
Description of services: Workshops are conducted in a relaxed, conversational environment in an office setting one on one or as a workshop. Clients are guided through the process and encouraged to explore topics such as gratitude, wisdom, and their experiences.
In addition to
Ethical Wills Workshops Janet also offers Life Writing classes
for clients who want to write their own stories.
Telephone: 913 384 0423 E-mail: jkirkman1@kc.rr.com Web site under development
Jason Watkins, East Lansing, Michigan. Also serving IL, IN, MN, ND, SD, WI. Certified Facilitator
Jason has been in the field of
Charitable Estate Planning for 12 years. As
part of his role with the American Heart Association, he
presents Ethical Will Workshops all of the Midwest on behalf of
stakeholders for the AHA. Please
contact Jason regarding how you can establish your legacy
through an Ethical Will or Charitable Gift.
Presenting the
Ethical Wills and how it relates to your personal legacy with
workshops from 90 minutes to a half day anywhere in the Midwest
and Southern states. Jason spends close to 20 weeks a year
on the road, so contact him today to discuss your
event. You can contact him directly via email or
cell phone.
Telephone
517.974.9742 E-mail jason.watkins@heart.org
Barry K. Baines, MD, Minnesota Certified
Facilitator
E-mail:
barry@celebrationsoflife.net Tel: 651-600-6413
Hella Buchheim has
written “Remembering…life story triggers and memory essays”,”
A Plate Full of Memories” and her mother’s life story,
“Erinnerung, Gedanken, Memories…Survival of the Human Spirit.”
She has published for commercial sale “From Nun to Mom” and “A
Hmong Boy’s Story.” She became a personal historian eight
years ago after a successful career in advertising and
marketing.
Personal Histories
specializes in helping people tell their unique stories.
Personal Histories hosts workshops on Memory Cookbook Creation
,Write Now! to help baby boomers to write their own stories for
future generations and public
speaking to get people excited to start and write their stories.
“If you don’t tell your story, who will?”
Hella creating great
stories to write about!
Telephone: 612-203-2103
E-mail: hella@personalhistories101.com
Web site www.personalhistories101.co www.platefullofmemories.com http://blog.platefullofmemories.com http://lifestorytriggers.com/wordpress
As an independent insurance agent Certified in Long-Term Care
and Certified Senior Advisor, Catherine’s mission is to
educate you so that you can make informed decisions about
financial issues affecting quality of life in retirement.
As a trained
facilitator for Ethical Wills, Catherine enjoys presenting to
client and community groups as well as working with individuals
to create their own personal Ethical Will.
Her passion is continuously learning about all aspects of
senior issues and successful aging.
Telephone 952-938-7627 E-mail cathy@insuranceforlongevity.com Web site www.insuranceforlongevity.com
Dr. Raphael E.
(Ray) Quinn, Certified Senior Advisor, ChFC, 3109 W. 50th
St. Minneapolis, MN 55410 Certified Facilitator
Dr. Eric Weiner is a therapist, consultant, coach and speaker. He brings a variety of skills to his work with affluent clients and advisors. He helps families decide what is important, such as values and vision, before the development of tax and legal estate planning strategies. Dr. Weiner helps clarify a legacy that preserves both financial assets and family relationships over time.
His book “Words from the HEART: A Practical Guide to Writing an Ethical Will,” is one important tool that families use in the inheritance preparation process. He is an experienced speaker and has given dozens of presentations to bankers, estate planning attorneys, financial planners, accountants, and hospice organizations.
Phone: 414-218-8899 Email: ericweiner@familylegacyadvisor.com
Web: www.familylegacyadvisor.com
*Russell P.D. Burton, Ph.D., Kansas Ethical Wills By Dr. B. Cell: 785.845.6872 Facebook: Ethical Wills Twitter: @Ethical_Wills Fax: 785.233.3873
Email: RussellPDBurton@gmail.com
Web: https://sites.google.com/site/ethicalwillsbydrb/
Linda Lipinski is the President/CEO of The RichLin Group, Inc. She is the creator of A Legacy To Remember® ethical will and genealogy album. Because of her expertise in ethical will writing, she has been contacted by Good Morning America television show, Time Magazine and Woman’s World Magazine for subject matter input. She has been interviewed on CBS Radio (the Charles Osgood Show), National Public Radio, and in Town & Country Magazine. She is a Certified Ethical Will Facilitator and a member of The Legacy Center Associates Network.
Linda does seminars and workshops entitled “A Legacy To Remember – A love letter to my family.” She is frequently requested to be a guest speaker for clubs and organizations. Linda Lipinski has worked with young and mid-age parents, retirees, the elderly, and the terminally ill. Parents of all ages find it a special time to document family stories that need to be passed on, and to share guiding principles that held them together through troubled times. Older individuals find the workshops, as well as A Legacy To Remember® album, as a time to reflect on life and to pass on the wisdom gained through the years.
Telephone: 803-233-9619 E-mail: richlin@richlingroup.com Web site: www.alegacytoremember.com or www.richlingroup.com
Elizabeth
Dudas, Antioch
TN Certified
Facilitator
Telephone: 615-641-6549 E-mail: lizdudas@aol.com
Western and Southwestern States:
Autumn
Stephens, 1810 Virginia St. Berkely,
California 94703
Certified
Facilitator
Greg W. Clark, Corgill and Associates,
Midland, Texas Certified
Facilitator
E-mail: gwclark1@live.com
*Ruth
Little, Arizona: E-mail: MargiRuth@comcast.net
*Janice Kelley, California: E-mail: outdoorjan@att.net Tel: 916-965-5246 (currently on sabbatical)
*Marsha
Vacca, California: E-mail: mavacca@comcast.net Tel: 916-488-8582
*Marilyn
Weaver, Colorado: E-Mail: mweaver10406@aol.com
*Gian Brosco, Las Vegas, NV: E-mail: gian.brosco@nevadacf.org
*Todd Halterman,
Kennewick, WA E-mail: todd@investpcp.com
Canada
*Ron Gerskup, Toronto, Ontario, Canada: E-mail: rongerskup@hotmail.com (currently on sabbatical)
* Provisional Certification through June 2012
