Claudia’s & Richard’s Recent Writings: 

• Book Chapter: An Integrated Approach to Family Wealth and Inheritance: A Family Well-Being Framework Supported by Family Wealth, in McCullough & Whitaker, The Top Practices for Wealthy Families and their Advisors (Wiley, expected Spring 2022)(Claudia & Richard) 

• Wealth and Well-Being – What Wealthy Families Can Learn from Sovereign Government Policies and Measuring Human Progress, Bloomberg, Vol. 46, Estates, Gifts and Trusts Journal, Number 3 (May 13, 2021) (Claudia & Richard) 
• Flourishing Gifts – The Opportunities of Whispers, LinkedIn (August 4, 2020)(Richard) 
• Well-Being Supported by Family Wealth – A Foundation to Flourish, Bloomberg, Vol. 45, Estates, Gifts and Trusts Journal, Number 3 (May 7, 2020) (Claudia & Richard) 
• Investing in Beauty as a Family Strategy, LinkedIn (Feb. 11, 2020)(Claudia) 
• Family Supporting Members’ Flourishing, LinkedIn (Dec. 8, 2019)(Richard & Harper Franklin) 

• The “Wretched Painter”, Appanagegroup.com (2019) (Richard & Harper Franklin) 
• Homo Prospectus, ___ 
• Helping Someone Else is an Opportunity for you, LinkedIn (Jan. 15, 2020)(Claudia & Richard) 
• The Wellbeing Budget, ____ 

Claudia’s & Richard’s Recent Podcast Appearances: 

• Building Family Wealth Trusts based on well-being, The Economics of Well-Being Podcast, Episode #87 (September 9, 2021) 
• How Family Wealth Planning is Evolving to Benefit Every American Family, Tax Girl Podcast, Episode #49 (June 15, 2021)(Claudia & Richard) 
• The Intersection of Positive Psychology in Estate Planning, ACTEC Trust & Estate Talk Podcast, Episode #99 (March 2020)(Richard & Ray Odom of Northern Trust) 

Claudia’s & Richard’s Recent Presentations: 

• Well-Being as an Integrative Approach to Family & Wealth, 2022 Purposeful Planning Symposium (Purposeful Planning Institute, Feb. 10, 2022)(Claudia & Richard) 
• Well-Being Trusts – the Future of Imbuing Trusts with Positivity, Meaning and Purpose, Estate Planners Day, Southern Arizona Estate Planning Council (Jan. 21, 2022)(Richard) 
• Family Wealth & Well-Being: Rethinking Traditional Inheritance Planning, Chevy Chase Trust (virtual, October 27, 2021)(Claudia & Richard) 
• Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose, National Association of Estate Planners & Councils (virtual, April 21, 2021)(Richard) 
• Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose, Chicago Estate Planning Council (virtual,  Jan. 27, 2021)(Richard) 
• Drafting to Improve Wellbeing: Imbuing Trusts with Positivity, Meaning and Purpose, 2020 RendeZoom, Live Virtual Summit, Purposeful Planning Institute (July 2020)(Richard) 

• Investing in Beauty as a Family Strategy, Purposeful Planning Institute Thought Leader & Industry Innovator Forum (April 21, 2020)(Claudia & Richard)(sign in as a Purposeful Planning Institute guest to watch this presentation) 
• 2019 ACTEC Fall National Meeting, Richard led a 4 hour panel with 4 other co-presenters entitled Estate Planning in the 21st Century: Using Positive Strategies to Foster Client Happiness and Well-Being. Richard’s paper was entitled Well-Being Supported by Family Wealth — A Foundation to Flourish (Lowes Hotel, Philadelphia, Pennsylvania, October 2019) 

Claudia’s & Richard’s Future Presentations: 

• Roundtable – Well-Being Trust Planning, Palm Beach County Estate Planning Council (March 3, 2022)(Richard & Ray Odom of Northern Trust) 
• Well-Being Trusts – the Future of Imbuing Trusts with Positivity, Meaning and Purpose, Estate Planning Council of Lee County (Oct. 20, 2022)(Richard)