Sept. 13 / Giving More Than Money: The Enduring Value of Legacy Letters

A Workshop with Susan Turnbull: Wednesday, September 13, 2023

Choose either a virtual or in-person session:

  • Virtual Workshop, 10:00–11:30 a.m. via Zoom or
  • In-Person Workshop, 3:30–5:00 p.m. at St. James Place, Gt. Barrington, MA

We welcome the return of noted speaker Susan Turnbull and her uniquely personal and practical approach to financial, estate, and philanthropic planning. Join us to broaden your definitions of wealth and legacy and explore creating non-binding expressions of intent to engage and inform heirs, successors, or beneficiaries.

To RSVP, or ask questions, please contact Kelly Sweet, Senior Community Engagement Officer:

Please RSVP by September 6.

Feedback from past Berkshire Taconic participants:

“Susan is an excellent presenter, and made the subject both attractive and clear. I feel the need of a legacy letter in my own family situation, and found this both a great stimulus to action and an eminently practical how-to guide.

“A simple but very provocative presentation about how our legacies are so much more than money.”

Watch this short video for a sneak preview of what to expect:

To reserve your space now or if you have questions, contact Kelly Sweet, Senior Community Engagement Officer, at or call 413.717.7036.

About Susan Turnbull

Susan Turnbull is the founder and principal of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is the author of “The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will,” co-author of “Across Generations: A Five Step Guide for Creating an Expression of Donor Intent” and the designer of the “Life Legacy Cards” and the “Life Legacy Conversations” tool, all designed for those who agree that personal wealth has tangible and intangible dimensions. Her work has been featured in many national publications, including The New York Times and USA Today.