Advisors Stories

A Heart Forever Changed
by Trent Pepper

Recently Advisor Network Member attorney Trent Pepper took a vision trip to Rwanda. Read his reflections on this life-changing journey.

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Decisions from the Heart
An interview with attorney Trent Pepper

They say that big things come in small packages, and Trent Pepper couldn't agree more.

Although Trent's Christmas gift from his wife arrived in the form of a small World Vision sponsorship folder, this introduction to the work of World Vision has inspired big changes in his life.

"Poverty-related issues have become a passion for my wife and me," says Trent, an attorney in Cambridge, Minnesota, with an emphasis in estate planning.

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Raising Awareness
An interview with Harmon Kong, CFP

For many people, the only brush they will ever have with abject poverty is through a news report or program on television. As soon as the image of a starving child comes up on the screen, most of them will avert their eyes, or change the channel, not because they are heartless, but because the problem is overwhelming. Harmon Kong, of Iwamoto Kong Wealth Management Group, was one of the ones who didn't turn his back, "My junior year in college, I was stuck for a topic in a persuasive speech class. I flipped on the T.V. and saw a program for World Vision. It touched my heart and I took it as call for me to get involved. In speech class, I brought in some visual aids and a medical description of what happens to a person who dies of starvation, then I put the 800 number for donations up on the board. The teacher gave me an A."

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Life Experiences Can Shape a Long-Term Giving Strategy
An interview with David Zimmerman, CPA

Many of us tend to live our lives on automatic pilot. We get something set — a job, a favorite coffee shop, a route to school — and then attend to it with as little variation as possible. Variations have a way of cropping up, however, and even the best laid plans may have to change. At those crossroad moments we may take time to pause and ask a very important question: what do I want to do? For David Zimmerman of Holder & Zimmerman, Inc., the answer to this question is the foundation for every step of the wealth planning process.

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Helping Clients See the "Big Picture"
An interview with attorney Matt Brown

Truth has a way of becoming background in this electronic age of information, much like the pattern in the wallpaper in our houses. It's there, but we don't see it like we did when we first took it in. Google the phrase "life without purpose" and you get 16,000 hits, and within the first 5 are quotes like "life without purpose is wasted" and "life without purpose is barren indeed" and "a life without purpose is a life without meaning." All true, but just words on a page until you experience a sense of purpose firsthand and see the sharp contrast to a life without it. Helping people find their purpose is an important part of what people like attorney Matt Brown of the Irvine, California law firm of Brown & Streza, LLP do as they engage their clients in important discussions about wealth transfer and purposeful giving.

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Federal Way, WA 98063-9716
800-426-5753 | Fax: 253-815-3174
E-mail: advisorsnetwork@worldvision.org