PGDC readers may recall a book review we wrote a few years ago about "The Ultimate Gift," a best selling story from author Jim Stovall about a late billionaire who uses some very creative estate planning to construct a series of character-shaping tasks his grandson must complete to receive his inheritance. What his grandson doesn?t know is just how valuable his journey and ultimate gift will be. The Ultimate Gift will open today in over 500 theaters nationwide. Learn more how you can see this wonderful story and support charity!  MORE »

Scott Fithian is famous for rocking the boat ... in a good way. As an advisor to advisors, Scott challenges conventional paradigms of client/advisor relationships and has become a national mentor in the art of values-based planning. In "After the Affluence" Scott suggests that "In an industry driven to provide answers, what clients are craving most is a new way to question."  MORE »

What would you be willing to do in order to inherit one billion dollars? In this touching novel by Jim Stovall, Jason Stevens is about to find out.  MORE »

The author presents a technique for establishing an appropriate roll for philanthropy within an individual's estate plan. Wealth optimization is a values-based approach that helps the client understand, the advisor manage, the relationships among financial independence, family legacy and social capital legacy. Syllabus for Gift Planners code: 2.02  MORE »